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Cathi Korelin
Enrolled Agent, NTPI Fellow

Member of 

National Association of Enrolled Agents

California Association of Enrolled Agents - State Director

Certified Xero Advisor

QuickBooks Pro Advisor

The National Tax Practice Institute:tm: (NTPI:registered:)

Is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often challenging maze of IRS codes, internal regulations, and agency structure. 

Privilege and the Enrolled Agent

The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the enrolled agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege

Cathi Korelin
Enrolled Agent, NTPI Fellow

Phone: (209) 589-0461

Mobile: 209-505-7568

Address:4125 McHenry Ave Spc 43, Modesto, CA 95356

What is an EA?

EAs are America's Tax Experts!
Enrolled Agents (EAs) advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements and are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. Enrolled agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS.

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