TAX ADVISORY FOR INDIVIDUALS & SMALL BUSINESSES
My mission is to add value to your business and contribute to your success. My expertise in both tax compliance and accounting field helps me provide cutting edge tax advice for individuals & small businesses
Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS across the entire country. They are required to pass a suitability check, take an extensive test covering individual and business taxes as well as representation issues, and undergo 72 hours of additional education every three years. See more at National Association Of Enrolled Agents.
You know good record-keeping is the foundation of success, but who has time to reconcile all those transactions?
I'll accurately categorize every bank and credit card transaction in QuickBooks.
And if you’re not using QuickBooks yet? No problem.
I can get you set up and synced with your bank and credit card accounts.
Tax Preparation & Planning
Tax preparation and planning is an important part to reach financial security, reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success. I provide accurate, affordable, and timely individual tax services with focus on all individuals from low to high net worth, self-employed, or small business owners.
Knowledge That Can Serve Your Needs
The business of paying taxes plays a vital role in every American’s personal life.
Mistakes or misrepresentations can have high financial and/or legal consequences.
As an Enrolled Agent (EA), I am licensed by the Department of Treasury to represent taxpayers in front of the IRS. For example if you are in an audit or collection situation, I can act as your representative to work with the IRS to resolve the issues.
Enrolled Agents are America's Tax Experts. Let us do the work for you.
Ana C. explains my bookkeeping questions to me in a way that I can understand. She is even willing to walk me through the details which is a whole new educational experience for me. She is responsive, personable, and extremely trustworthy.
— Laura Rodriguez —