Company Overview

Carlsbad Tax & Wealth was founded in 2012. The owner, Sean Edward Currey, has a Bachelor’s Degree in Accounting. He is also an Enrolled Agent (EA). This title is awarded by the Internal Revenue Service after passing three rigorous exams on individual tax laws, business and other entities (trusts, estates, and non-profit organizations) tax laws, and ethics. To obtain the EA title one must also pass extensive tax compliance and background checks. You might be asking yourself what can an EA do for me? An EA can prepare individual, business, trust, estate, gift, and non-profit tax returns. They also have unrestricted practice rights and may represent clients before any office of the IRS regarding any matters. Since the EA is a federally awarded title, they can also provide representation at the state income tax level (e.g. the Franchise Tax Board).

To expand a little more on Sean’s background, many have told him he has a keen attention to detail and prides himself in providing high-quality work. He has worked with other Enrolled Agents, Certified Public Accountants (CPAs), and Attorneys. Accounting and numbers are also in his blood. His mother and uncle both obtained Bachelor’s Degrees in Accounting and are CPAs.