Loftus Associates is a full service firm that specializes in federal and state income tax preparation services. We are an authorized E-File provider (IRS e-file). Our Enrolled Agents are able to represent taxpayers in dealings with the IRS. Our firm has been providing quality Tax, Bookkeeping, and Small Business consulting services to the Burlington County and Camden County areas of New Jersey for more than 40 years. Our clients include individuals, small business, trusts and non-profit organizations.
What is an Enrolled Agent (EA)? An Enrolled Agent is a federally licensed tax practitioner who has technical expertise in the field of taxation and who is empowered by the Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections and appeals.
Unlike attorneys and CPAs who may not choose to specialize in taxes, all EA’s specialize in taxation and are the only taxpayer representatives who receive their credentials from the US Government by passing comprehensive examinations. They are also the only tax professionals that may represent clients in any part of the country.
Enrolled Agents provide tax preparation, representation, tax planning and other financial services to millions of individual and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by the IRS to complete annual continuing professional education.
Like attorneys and certified public accountants (CPAs), Enrolled Agents are governed by Treasury Circular 230 in their practice before the IRS.
Kevin Randall, EA
Kevin serves as the Managing Partner and directs all tax operations. He has worked for Loftus Associates since 2001. Kevin specializes in federal and state tax matters, including taxpayer representation and is admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA). He attended The College of New Jersey as an undergrad and later earned a Master of Science in Taxation (MST). He retired from government service after twenty-five years of service. He is a member of the National Association of Enrolled Agents (NAEA) and National Association of Tax Professionals (NATP). He is also a National Tax Practice Institute (NTPI) Fellow.
Craig Potter, CPA
Craig is the Chief Executive Office of Potter, Randall & Loftus Accounting Firm and manages all accounting operations. Craig is an alumni of Rider University and has been been a tax CPA for more than 20 years. He also serves as the Director of Taxation for a large government contractor. Prior to that he worked for 20 years at one of the largest accounting firms in Southern New Jersey as an Associate Partner.
Sebastian Cannavo, EA
Sebastian is the Senior Tax Associate at Loftus Associates and has worked in the Tax Department since 1995. Sebastian specializes in tax matters, including taxpayer representation and is admitted to practice before the Internal Revenue Service as an Enrolled Agent.
Sue Rupert, RTRP
Sue is a Senior Tax Associate at Loftus Associates and has worked in the Tax Department since 1997. She achieved the IRS Registered Tax Return Preparer (RTRP) designation in 2011. Sue oversees financial reporting services.
Michael serves as Director of Operations and is a Partner of Loftus Associates. He has worked as a Tax Associate with Loftus Accounting since 2008. Michael holds a Bachelors Degree in Public Administration from Fairleigh Dickinson University.
Bruce is a Tax Associate and has worked in the Tax Department since 2012.
Kevin is a Tax Associates and has worked in the Tax Department since 2013.
Patricia McManus, CPA
Patty is an alumni of Rutgers University (89). She graduated from Rutgers University with Honors – Summa Cum Laude; ranking 9th in her graduating class (of over 10,000). She worked in the Audit Department of Ernst & Young and passed her CPA examinations in 1991. She has the distinction of passing all four sections of the examination on her first attempt; a distinction shared by less than 4% of CPA’s. She is retired from Oracle Corporation where she served as Director of Financial Operations.