Trish and Sharon Evenstad (Daughter-in-law and Mother-in-law) started Evenstad Tax Service, LLP in 2006. Sharon retired in the beginning of 2018 after 50 years in the tax industry. Eric Evenstad became a partner in the business when his Mom retired.
In 2019 we changed our name to Evenstad Tax & Financial Services, Inc. when Eric became active in the business and obtained his securities license. With a little update to our name we not only add to the name but are excited to offer even more well rounded services to our clients and maintain our goal of excellence and expertise.
Eric enjoys getting to know clients and their unique situations to help formulate plans and suggestions to strive for the financial success of each client. He is licensed as an Investment Adviser Representative (IAR) and a Registered Representative (RR) with Avantax Wealth Management. This allows him to work with each client to determine which investment services work best for them. Tax implications regarding your investments is an important consideration. By working closely with Trish as a tax expert along with specialized strategies through Avantax, Eric can offer you these uniquely paired services.
Trish is a degreed accountant. She earned her status as an Enrolled Agent in 2011. She is very active with the Wisconsin Society of Enrolled Agents and National Association of Enrolled Agents. She is currently serving on the board of directors for both organizations. As a respected professional, she has been quoted in articles published by Kiplinger’s and many others. Her attention to detail and knowledge of tax law is comforting to clients and allows Evenstad Tax & Financial Services, Inc. to maintain its premier level service.
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. They must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.