Your certified guide to
Proactive tax planning
"Looking for a seamless solution to manage your finances and plan for taxes? Our monthly bookkeeping and tax planning services offer a comprehensive approach to keeping your financial house in order. Say goodbye to the complexities of numbers and hello to financial clarity. Let us handle your bookkeeping and tax planning so you can focus on what you do best – running and growing your business with confidence." We are a full-service tax firm staffed with an Enrolled Agent and Certified Tax Planner, specializing in providing services predominately to business owners. We offer complete business services which includes tax preparation, business formation, bookkeeping, consulting, and advisory services. We are not your ordinary tax professionals. We think outside of the tax box, encouraging our clients to be involved in the bookkeeping and record keeping of their business. Maintaining a business can be stressful and having a firm that can assist you through the process is essential. If you’re not currently working with your tax advisor all year, you are not being proactive enough to save! WE SERVICE ALL 50 STATES!
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Enrolled Agents
Enrolled Agents status is the highest credential the IRS awards. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Services.
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 tax matters they can handle, and which IRS offices they can represent clients before.
