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Education

  • Master of Business Administration (MBA) - Finance Concentration

Crummer Graduate School of Business and Finance - Rollins College, Winter Park, Florida (1980 - 1982)

  • Bachelor of Arts (BA) - Double Major in Economics and Political Science

University of Michigan - Ann Arbor, Michigan (1976 - 1980)


Professional Education

  • Enrolled Agent (EA)

Enrolled to Practice before the Internal Revenue Service (1994)

  • Certified Estate Plan Advisor (CEPA)

ABTS Institute for Estate Preservation (1993)

  • Basic Income Tax Preparation

H & R Block (1987)


Professional Experience

  • ​​President and owner of GVC Financial Inc., which provides business & tax planning, tax preparation, expert witness, accounting/bookkeeping, and IRS representation.


Professional Organizations

  • Financial Planning Association (FPA)

National and local member, treasurer and board member of the Financial Planning Association of Central Florida (2000-2001).  Note that the FPA was created in January 2000 as a result of the merger between the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planning.

  • National Association of Enrolled Agents (NAEA)

Local, state, and national member; past president & board of directors of the Florida Society of Enrolled Agents and chairman of the budget and finance committee, national trustee (97-2001) and chairman (2000/2001) of NAEA education foundation.  NAEA Task Forces- governance, strategic planning, leadership, estate & financial planning. Received the NAEA President Award (1999) in Hawaii for work on the NAEA governance task force.


Teaching

  • Valencia Community College (1993-2013)

Taught corporate, retirement, estate planning, small business tax issues, college planning, and new tax development for annual Tax Preparer Seminar.

  • Professional Groups & Public Speaking (1992-2013)
  • Central Florida Society of EA (CFSEA) study group (1995-2000) FSEA Review Program (2004)

Taught final, estate, gift, and trust returns - also IRS rules & regulations since 1998.

  • Certified to teach continuing education courses to CPA's, CFP's, Insurance and other professionals.  IRS Speaker (Winter Park -1994, & Epcot - 1996), taught three-week basic investment course for teachers and parents through Orange County Public Schools (1994-1995).  Florida Society of Enrolled Agents convention speaker (expert witness) May 1997 (Estate taxes) June 2000 and Arizona Society of Enrolled Agents (Expert Witness ) Phoenix, AZ  May, 99, CFSEA (Expert Witness; Understanding Tax Credits; LLCs and S-Corps) various dates, Speaker Louisiana Society of Enrolled Agents state convention (Financial Planning) New Orleans, June 99, Speaker NAEA National Convention - (Financial & Estate Planning) Honolulu, Hawaii, August 99), Massachusetts Society of Enrolled Agents (Expert Witness & nonresident Tax Returns) (Boston, Sept 2000), Financial & Estate Planning Institute - Panel member & Financial Planning (Las Vegas, October, 2000), Expanding your Practice (Little Rock June, 2002)






What is an Enrolled Agent (EA)?

"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


Richard B. Crouse, MBA, CFP™, EA