Finding a Passion Late in Life—Enrolled Agent Morris Armstrong

Why did you decide to pursue a career in tax, and what would you tell your younger self about the profession?

Sometimes you find passions late in life. I was a currency trader for 25 years and thought it was the greatest career, albeit loaded with pressure. In 2001, I formed my own investment advisory company and offered tax preparation. I was familiar with taxes—certainly knowledgeable enough for the types of returns that I had to do.

In 2007, I earned my enrolled agent license and added representation, which afforded me the chance to help people resolve genuine issues. I learned that I am a people person who likes to solve financial problems. Emotionally, that is so rewarding, and I love the thank you notes and cards from clients letting me know how our relationship makes them feel better.

People in the tax world and advisory world have advanced knowledge, and sometimes, we take it for granted. We can be dazzling to the layperson and correct issues that cause them angst. That’s what I enjoy most about the second career—helping people. Yes, taxes can be stressful, clients can be unappreciative, and you can work long hours. But you can make a difference in people’s lives.

This article does not necessarily reflect the opinion of The Bureau of National Affairs, Inc., the publisher of Bloomberg Law and Bloomberg Tax, or its owners.

Author Information

Morris Armstrong is the owner of Morris Armstrong EA LLC and Armstrong Financial Strategies, a fee-only advisory firm. He also serves on the board of the Connecticut Society of Enrolled Agents.