Businesspeople Using Laptop In Office

TAX CONSULTING

We do taxes. And we do them well.
You can feel confident in our experience.
Twenty-five years of experience in all taxation matters.

As an Enrolled Agent, we are able to assist our clients with planning, preparation, and we are the only federally-licensed tax professionals who have unlimited rights to represent our clients before the Internal Revenue Service to resolve issues.

When you partner with an Enrolled Agent,
you're securing your financial future.

Tax Preparation & Planning

Personal & Business Tax Returns

Estate, Gift & Trust Returns

Out-of-State & Multi-State Returns

Payroll & Sales Tax Reporting

Individual & Business Tax Planning

Authorized IRS E-file Provider

Tax Problem Assistance

IRS & State Audit Representation

Appeals & Collections

Non-Filers

Prior-Year or Amended Returns

Responding to IRS Inquiries

Lien & Levy Releases

Offers in Compromise & Payment Plans

You are more than numbers on a page...

You are an entrepreneur with a passion for your business and we are here to be your trusted advisor.

We don’t just prepare your taxes – We provide you with options. We evolve and change with your business. 

We help you implement an efficient tax plan and help expand your financial IQ

Securing a trusted financial advisor could be the best investment you can make in your business. Even I have one.

Rafael Carmona, EA

Founder

Our client engagements always start with an up-front advisory package.

We believe the only way to help people reach their goals and better our community is by spending valuable time together.

Time to get to know each other and assess whether this will be a mutually beneficial relationship.

Time to assess your goals and aspirations, identify your current pain points, and develop the overall tax and accounting strategy

This can typically be accomplished in two to five advisory sessions depending upon your needs and the size of your business.

Once we help you get the overall strategy in place, we work together to determine and customize your ongoing maintenance needs.