Brendan Walsh, EA
Executive Vice President Director of Tax Planning
Brendan is an Executive Vice President and the Director of Tax Planning at Connectus Accountants and Atlas Private Wealth Management. He is an Enrolled Agent, and has over 20 years of experience in the financial services Industry.
Brendan’s primary responsibilities are providing comprehensive financial advisory services to individuals and small businesses. His focus is to assist clients with their investments, retirement, cash flow, education funding, insurance and tax planning. Brendan also helps deliver tax compliance, planning and other tax services for individuals, small businesses, estates, and trusts.
Prior to joining Connectus Accountants and Atlas, Brendan spent 16 years with Ayco, a Goldman Sachs Company.
Jolyn Sweet, EA
Director, Tax Services
Jolyn is the Director of Tax Services at Connectus Accountants. She is an Enrolled Agent, and has nearly 20 years of experience in the tax planning and compliance arena, having worked in the financial services and legal services industries.
Jolyn’s primary responsibilities include managing tax return preparation services, as well as working with clients and advisors directly to deliver tax advice, projections, and numerous other tax services.
Other previously held roles include Financial Planner and Senior Tax Analyst for Ayco, a Goldman Sachs Company and Senior Paralegal at Lavelle & Finn.
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. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), 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. Learn more about enrolled agents in Treasury Department Circular 230.