About The Owner
Since 2000, David V. Fazio, E.A. has been providing quality, personalized IRS representation and income tax preparation services to local individuals and small businesses. Serving over 1000 clients, David's dedication to high standards, attention to detail, sense of humor and work ethic are the reasons his clients return year after year.
- Married to Angela for 25+ years
- Devoted Dad to Adrianna (24) and Joseph (22)
- West Bridgewater resident for 25 years
- Current Treasurer of West Bridgewater Council on Aging
- Past Treasurer of West Bridgewater PTO
- Past Treasurer of West Bridgewater Cub Pack 23
- Bridgewater State University | B.S. Accounting | 1995 | Cum Laude
- National Tax Practice Institute | Fellow | 2010
Credentials and Business Experience
- Enrolled Agent | Admitted to Practice Before the IRS | 2002
- Over 30 years accounting, tax and finance experience
- Small business owner since 2000
- Former occupations included Controller, Staff Accountant and Accounting Analyst
- National Association of Enrolled Agents
- Massachusetts Society of Enrolled Agents
- National Association of Tax Preparers
What is an Enrolled Agent?
The Enrolled Agent credential was created by Congress in 1884. In the early years, E.A.s were citizens' advocates for claims against the U.S. government relating to property seized during the Civil War. When the income tax was passed in 1913, the role of the Enrolled Agent was expanded to include claims for monetary relief for citizens whose taxes had become inequitable.
Today, Enrolled Agents are tax specialists serving millions of individuals, partnerships, corporations, trusts and estates. In addition to tax preparation and strategic tax planning, we are the most effective representatives when the I.R.S. seeks to audit, collect tax liabilities, enforce collections (liens and levies) or when the taxpayer desires to seek an installment agreement or Offer in Compromise to resolve a tax liability.
An E.A. must pass a rigorous 2-day test administered by the Internal Revenue Service, pass an FBI background check and constantly update their tax skills through Continuing Professional Education. The pass rate of the EA exam is less than 35%.
Why choose an Enrolled Agent?
1. Like a CPA or an attorney, an E.A. can represent a client before the Internal Revenue Service. Unlike CPAs and attorneys (who may or may not specialize in taxation), all E.A.s specialize in taxes and can practice in all 50 states.
2. E.A.s are the only tax professionals who receive their right to practice by the federal government (CPAs and attorneys are licensed by the state.
3. E.A.s must demonstrate competence in all tax areas (individual, self-employed, partnerships, corporations, trusts, estates and ethics) before they are admitted to practice from the IRS. They must also pass a rigorous FBI background check.
4. In order to maintain their credentials, E.A.s must continuously complete a specific amount of Continuing Professional Education each year. This includes annual ethics education!