Peridot Certifications

At Peridot Consulting, we offer the full range of business advisory services:

Peridot Consulting Certifications:

Resolve your tax audits and IRS notifications.
What does an Enrolled Agent do?
Member:
John Michael Kledis, member of National Association of Enrolled Agents

Enrolled Agent (EA)

John Michael Kledis, EA, provides Enrolled Agent (EA) services.  An Enrolled Agent designation is important for three main reasons:

  1. Similar to CPA's, Enrolled Agents have unlimited rights to represent taxpayers directly before the IRS but, EA's can also represent you, the client, in any of the 50 states, whereas, CPA's can only represent a client in the state they are licensed in. 

  2. To become an EA requires either 5 years of work for the IRS or passing a 3 part Special Enrollment Exam (SEE) in addition to passing a background check.

  3. CPA and EA designation means you are federally recognized as a tax specialist and is the highest credential awarded by the IRS.

It also requires:

  • the passing of a mini-audit

  • full tax compliance (no back taxes or late filings)

  • an additional 30 hours of continuing education

Advantages to hiring an Enrolled Agent

At Peridot Consulting we ensure you have the best representation possible.  In addition to accounting services, John Michael Kledis is also an IRS Enrolled Agent.  Such designation brings added advantages to our clients:

  • Limited client privilege and confidentiality under certain conditions

  • A professional with specialization in taxation

  • Ability to directly represent you before the IRS, not just the state.

 

CERTIFIED PUBLIC ACCOUNTANT 

(CPA)

 
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Barney Holtzman, CPA, CGMA

Melissa Doran, CPA

Peridot Consulting's Melissa Doran, CPA and Barney Holtzman, CPA, CGMA are equally and highly qualified to represent tax-payers in numerous situations. When circumstances require conducting matters with the IRS, NC Dept. of Revenue, Melissa and Barney are esteemed authoritative figures our clients fully trust.

Melissa Doran, CPA, License #34573 provides the full range of certified public accountant services and is licensed in the State of North Carolina. She is also a QuickBooks ProAdvisor providing one-to-one support to small businesses by offering to consult in bookkeeping, payroll, accounting, and tax representation. 

Barney Holtzman, CPA, CGMA, License #42936 provides the full scope of accounting services. He is a highly regarded Chartered Global Management Accountant, meaning, Barney is a distinguished accounting professional who is proficiently advanced in finance, operations, strategy and management, as well as, a trusted tax advisor.

Similar to an Enrolled Agent, a CPA certified individual can represent clients at the state and federal level before the IRS and NC DOR. A CGMA is an advanced designated holder qualified through meticulous education, exam and experience requirements. They must commit to lifelong continuing education and adhere to a stringent code of ethical conduct.

Member:
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Peridot Consulting, Inc.

60 N. Market Street

Asheville, NC 28801

(828) 419-7170

633 Merrimon Ave., Suite B

Asheville NC 28804

peridot@peridotconsultinginc.com

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Mailing address for client documents:

Peridot Consulting, Inc.

PO Box 8904

Asheville, NC 28814

For a secure dropbox, go to our 

 Merrimon office, Suite B

Please do not mail anything to MOJO.