We are proud to announce that Joseph Browning, Associate Financial Advisor at Whitaker-Myers Wealth Managers, has successfully passed the rigorous Enrolled Agent (EA) Exam administered by the Internal Revenue Service (IRS), earning one of the most respected credentials in the tax profession. This achievement marks a significant step in Joseph’s professional growth and further enhances the breadth of expertise our team brings to clients’ financial and tax planning.
Becoming an Enrolled Agent means Joseph has demonstrated in-depth knowledge of the tax code and IRS procedures by passing the IRS’s comprehensive three-part exam covering individual and business taxation as well as representation and practice before the IRS. Enrolled Agents are federally authorized tax practitioners with unlimited rights to represent taxpayers before the IRS, making this credential the highest tax professional designation awarded by the IRS.
Joseph brings this expertise into our firm’s client-centered planning approach, further bridging the gap between tax strategy and financial planning. His commitment to serving clients with thorough, thoughtful advice aligns with our values and reinforces the quality of guidance we provide.
Why EA Designations Matter at Whitaker-Myers
At Whitaker-Myers, we believe that comprehensive planning requires not only an understanding of wealth accumulation but also of how taxes influence every financial decision. President of Whitaker-Myers Wealth Managers, John-Mark Young, CFP®, shared his perspective on this integration:
“Tax planning and financial planning are inseparable parts of a strong financial strategy. At their core, both disciplines aim to help clients keep more of what they earn and make intentional decisions for the future. By ensuring our Associate Advisors earn the Enrolled Agent designation, we elevate our ability to partner with clients across life’s financial crossroads and create plans that are not only sound but also tax-efficient.”
This emphasis on professional development helps our team deliver holistic advice that considers how investment choices, retirement strategies, and life goals intersect with tax outcomes.
A Unified Approach: Insights from Whitaker-Myers Tax Advisors
Adding to this view, Kage Rush, CPA, President of Whitaker-Myers Tax Advisors, highlighted why integrated planning is essential:
“Taxes are part of every financial decision, whether you’re investing, planning retirement, or building generational wealth. When advisors understand tax implications deeply, we can more effectively craft strategies that reduce surprises at tax time and maximize long-term financial success. Encouraging our advisors to pursue the EA designation reflects our commitment to deep expertise and seamless coordination between tax and financial planning.”
Tax planning isn’t something that happens just when returns are due — it’s woven into everyday financial decisions. By uniting financial planning and tax strategy, our advisors help clients anticipate tax consequences, optimize their portfolios, and make confident choices throughout their financial journey.
Please join us in congratulating Joseph Browning on earning his Enrolled Agent designation — a meaningful milestone that enriches our team’s ability to serve clients with comprehensive, forward-thinking guidance.
Celebrating a Milestone: Joseph Browning Earns IRS Enrolled Agent Designation
December 27, 2025
Whitaker Myers
Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.
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