CPA Trust & Credentials

MyTaxGenii holds its professionals to the highest ethical and technical standards in the industry. Our CPAs are licensed by state boards of accountancy and maintain continuing professional education (CPE) requirements annually.

All Enrolled Agents hold credentials directly issued by the IRS and are authorized to represent clients before all IRS offices — including audits, appeals, and collection matters.

Every client engagement begins with a written Engagement Letter that clearly defines the scope of services, fees, and responsibilities. We do not begin work without a signed engagement letter, ensuring transparency and mutual understanding.

For representation matters, clients execute IRS Form 2848 (Power of Attorney) granting our professionals the authority to act on their behalf. This authorization is limited strictly to the matters specified in the form.

Our CPAs and staff are bound by strict confidentiality obligations under:

• IRC Section 7216: Prohibits unauthorized disclosure or use of tax return information.
• IRS Circular 230, Section 10.20–10.23: Governs the duties and restrictions on practice before the IRS.
• AICPA Code of Professional Conduct: Requires CPAs to maintain client confidentiality at all times.

MyTaxGenii maintains professional liability (errors & omissions) insurance to protect clients in the event of a professional error. Coverage details are available upon written request.

If you have concerns about the professional conduct of any MyTaxGenii staff member, you may contact us directly at contact@mytaxgenii.com. Ethics complaints against CPAs may also be filed with the relevant state board of accountancy.