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Our Founders
Our Founders
Olga Roberts, Enrolled Agent
Olga's background includes a Bachelor of Science Degree in Business Administration and a Master in Business Administration. Her work experience includes over 20 years in financial services. After her MBA she worked for a large international accounting firm in their business valuation and tax department. After her experience at Arthur Andersen, Olga worked for Citibank, Credit Suisse and finally HSBC in New York City. After moving to Westport with her family, she looked for opportunities to set up her own business and started working in the tax field.
Lara Willis, Enrolled Agent
Lara received a Bachelor of Science in Business Management in the UK. She qualified as chartered accountant with the Institute of Chartered Accountants in England and Wales (ICAEW) in 2002. Lara previously worked for KPMG in London, focusing on financial and operational audits of financial sector clients. After moving to the US, she started an import business before co-founding Westport Tax Advisors.
What is an Enrolled Agent?
What is an Enrolled Agent?
An Enrolled Agent (EA) is a person who has earned the privilege of practicing and representing taxpayers before the Internal Revenue Service. To qualify, EAs are required to demonstrate their competence in matters of taxation, pass a rigorous test, and pass a background check. Unlike attorneys and CPAs, who may or may not specialize in taxes, all EAs specialize in taxation.
An Enrolled Agent (EA) is a person who has earned the privilege of practicing and representing taxpayers before the Internal Revenue Service. To qualify, EAs are required to demonstrate their competence in matters of taxation, pass a rigorous test, and pass a background check. Unlike attorneys and CPAs, who may or may not specialize in taxes, all EAs specialize in taxation.
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