Tax Preparation and Planning

All  tax planning and preparation is done by Senior Tax Consultants who are “Enrolled Agents” (EAs) with Master’s or an MBA degree.

An “Enrolled Agent” (EA) is a tax professional who has passed an IRS test covering all aspects of taxation. The examination (called the Special Enrollment Examination) covers all aspects of federal tax law, including the taxation of individuals, corporations, partnerships, and various regulations governing IRS collections and audit procedures. Enrolled agent status is the highest credential the IRS awards. Like CPAs and tax attorneys, EAs can handle any type of tax matter and represent their client’s interests before the IRS. Enrolled agent’s expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS.  Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents are federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) and specialize in taxation. In addition to the stringent testing and application process, the IRS requires enrolled agents to complete 72 hours of continuing education, reported every three (3) years, to maintain their enrolled agent status. There are approximately 48,000 enrolled agents across the country.

  • Individual
    • Clergy
    • Military Personnel
    • Divorce and Bankruptcy
    • Partnership
  • Limited Liability Company 
  • Limited Liability Partnership
  • C Corporation
  • S Corporation
  • Trust
  • Estate
  • Gift
  • Property
  • Sales and Use
  • Business Tax Credit
  • Multi State tax returns