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.
