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About

About My Firm

Gail Stan worked for Chevron Corporation and various subsidiaries for 35 years while concurrently running her own income tax preparation service. Positions at Chevron included Senior Business Analyst, Senior Planning Analyst, Supervisor of Technical Information Services, Manager of Business and Portfolio Management, and 3 years as a Supervisor in Expatriate Tax Services preparing the tax returns for Chevron employees sent on Expatriate assignments.

Gail has been providing quality, personalized income tax return preparation for individual taxpayers since 1987 starting as a California Registered Tax Preparer and earning her Enrolled Agent credential in 1991. Gail A. Stan, EA offers services to taxpayers in all 50 states and specializes in tax preparation for taxpayers in unique circumstances such as Expatriates, Non-resident and Dual Status Aliens and Merchant Marines

Ms. Stan is a graduate of the University of Washington with a BA in History and a Master of Librarianship (MLS) specializing in reference and research. She also earned a Master of Business Administration (MBA) from St. Mary’s College of California.

Professional Association Memberships:

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

What does the term "Enrolled Agent" mean?

"Enrolled" means to be licensed to practice by the federal government, and "Agent" means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS and state tax authorities.

What are the differences between Enrolled Agents and other tax professionals?

Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).

Are Enrolled Agents bound by any ethical standards?

Enrolled Agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS. National Association of Enrolled Agents (NAEA) members are also bound by a Code of Ethics and Rules of Professional Conduct of the Association.