Retirement Planning
Cash Flow Optimization
Tax Advantaged Planning
Pension Review
Annuity Placement

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner™ and Enrolled Agent designations. To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial and long-term services.
Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is married, with two children.
CERTIFIED PUBLIC ACCOUNTANT Member of Pennsylvania Institute of CPA’s (PICPA)
ENROLLED AGENT Member of National Association of Enrolled Agents (NAEA)
CERTIFIED FINANCIAL PLANNER™ Licensed with the Certified Financial Planner™ (CFP®) Board of Standards

Let’s Make a Plan

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Enrolled Agents: America’s Tax Experts

What is an Enrolled Agent?

Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. Only EAs, attorneys and CPAs may represent taxpayers without limitation before the IRS. EAs advise and represent taxpayers who are being examined by IRS, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties. EAs prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entities with tax-reporting requirements. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education.

History of Enrolled Agents

After the Civil War, many citizens had problems settling claims with the government for horses and other property confiscated for use in the war effort. After many petitions and much pleading, Congress, in 1884, endowed enrolled agents with the power of advocacy to prepare claims against the government and to seek equitable justice for the citizenry.  For many years, the purpose of the enrolled agent was to act in this capacity.

In 1913, when the income tax was passed, the job of the enrolled agent was expanded to include claims for monetary relief for citizens whose taxes had become inequitable. As the income tax, estate, gift and other sources of tax collections became more complex, the role of the enrolled agent increased to include the preparation of the many tax forms that were required. Additionally, as audits became more prevalent, their role evolved into taxpayer advocacy and negotiating with the Internal Revenue Service on behalf of their clients.

In 1972, EAs united to form a national association to represent the needs and interests of EAs and the rights of taxpayers. That association is today called the National Association of Enrolled Agents (NAEA). Through their national association and state affiliates, enrolled agents have successfully defended their rights to practice and furthered the passage of legislation and administrative rules that benefit both tax practitioners and ordinary citizens.

For full disclosure, Steve is registered as an Investment Advisor Representative of Dedicated Investment Advisers, LLC, (DIAL), a Registered Investment Adviser with the PA Securities Commission.  Securities and Advisory Services: offered through DIAL, 2024 Darby Rd, Havertown.  As such, these services are strictly intended for individuals residing in Pennsylvania.
As well, Steve also holds an insurance license for Long-Term Care, Life Insurance, and Annuities, offered by well-known reputable companies via Dedicated Insurance Advisers, LLC.

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