Who this is for

For owners who are done overpaying — and done guessing

If your taxes are a once-a-year scramble, you're almost certainly leaving money on the table and carrying risk you can't see. Most small businesses don't have a tax problem in April — they have a planning problem all year.

As an IRS Enrolled Agent — the highest credential the IRS awards, with unlimited rights to represent taxpayers — we prepare your returns accurately, look back for what your last preparer missed, and look forward so next year's bill is a decision, not a surprise.

Multi-state? Multiple entities? Behind on a year? That's exactly the work we do.

What you get

Accurate, on-time returns — business and individual, federal and state.
Year-round planning — entity choice, retirement, and timing moves that lower the bill.
Quarterly estimates managed — no underpayment penalties, no April shock.
IRS representation — notices, audits, and back-tax issues handled by an EA.
A second look — we review prior years for missed deductions and amend where it pays.

What's Included

More than filing a form

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Business & individual returns

S-corp, partnership, Schedule C, and personal — coordinated so the whole picture ties out.

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Proactive tax planning

Strategy sessions during the year, not just at filing — so you act while it still moves the number.

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Quarterly estimates

We calculate and remind, so you stay penalty-free and your cash flow stays predictable.

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IRS representation

Get a notice or audit letter? An Enrolled Agent responds and represents you directly.

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Entity & structure advice

S-corp election, reasonable comp, and structure decisions that fit your numbers.

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Prior-year review

We check what came before and amend when there's money to recover.

How It Works

From intake to filed — and planned

Tax Intake

A 45-minute working session. We review your last two years, entities, and current-year books.

Review & Strategy

We find what's missing, flag risk, and identify the planning moves worth making now.

Prepare & File

Returns prepared, reviewed with you in plain English, e-signed, and filed on time.

Plan Forward

Quarterly estimates and a year-round plan so next year is already handled.

FAQ

Questions, answered

What's an Enrolled Agent — and why does it matter?

An Enrolled Agent (EA) is federally licensed by the IRS with unlimited rights to represent taxpayers in any state, on any tax matter. It's the highest credential the IRS awards. Practically, it means the person who prepares your return can also stand between you and the IRS if a question ever comes up.

I'm behind a year (or two). Can you still help?

Yes — back returns are routine for us. We'll get you current, sort out any notices, and set up a plan so it doesn't happen again.

Do you handle multi-state and multiple entities?

We do. We serve businesses across Texas, New Mexico, and Colorado, and routinely coordinate S-corps, partnerships, and owner returns together so nothing falls through the cracks.

What should I bring to the intake?

Your last two years of returns, entity documents and EINs, and your current-year books or bank statements. The Calendly confirmation lists it all.

How is pricing structured?

Flat, scoped engagements — you'll know the number before any work begins. We'll quote it after the intake, once we've seen what your situation actually involves.

Tax done right — and planned for, not just filed.