Tailored, Holistic
Result-driven Solutions
You Can Rely On
Optimize results & ensure compliance
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Whether your tax return is simple or complex, as IRS Enrolled Agent (EA), we work with you to find the optimal solution tailored to your unique situation. Our goal is to minimize your tax liability, maximize your return, and ensure full compliance with tax regulations.
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An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and keep taking required continuing education every year.
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TAX PREPARATION & Filing
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Individual 1040 Tax filing
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Partnership 1065 Returns
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(S)Corp 1120(s) Returns
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Trust / Estate Returns
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Prompt guidence to audit preparation
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Unrestricted IRS represenation
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Disciplined audit defense
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IRS REPRESENTATION
Unlimited practice rights to represent
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The IRS and state tax authorities conduct audits on selected individuals and businesses for various reasons, which can be an intimidating process. Like attorneys and Certified Public Accountants (CPAs), IRS Enrolled Agents (EAs) have unlimited practice rights, allowing them to represent any taxpayer, handle all types of tax matters, and advocate before any IRS office.
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If you are selected for an audit, we provide disciplined guidance every step of the way. We work closely with you to gather records, prepare necessary documents, and navigate the process as smoothly and efficiently as possible.
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Holistic planning and ongoing adjustments
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With extensive finance and tax expertise, we offer comprehensive financial and tax strategic planning throughout the year, enabling you to gain a clear understanding of your financial position and make informed adjustments as needed.
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We provide continuous monitoring and periodic reviews of your financial situation, offering timely adjustments to reflect changes in your life. Our proactive approach provides actionable recommendations to keep you aligned with your long-term goals.​​
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EXPERTISE TAX ADVISORY
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Tax saving and deferral strategies
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Retirement contribution
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Estimated tax planning
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Holistic financial and tax review
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Business entity formation
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Payroll and employer tax forms
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Business financial planning
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Bookkeeping and fiancial statement
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BUSINESS & TAX MATTERS
Streamlined operation with tax-efficiency​
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From business formation to daily operations, tax planning is a vital component of effective business strategy. We help identify tax-saving opportunities, provide guidance on establishing efficient bookkeeping practices, and develop financial models to support your strategic planning.
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Our expertise spans a wide range of industries, including real estate, entertainment, manufacturing, professional services, technology, and healthcare.​
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