What makes working with an Enrolled Agent different, and better…
What Is an Enrolled Agent?
We are experts in tax and accounting. As Enrolled Agents, we know the US tax code and regulations inside and out. We stay ahead of new developments and regulations by attending conferences with other experts in the field.
We Are Your Trusted Partner in Finances
We understand there is some discomfort involved with working with a new service provider, especially if working remotely, like we do for some of our out-of-state clients. Trust is built through time and direct face to face interaction.
In addition to reading through our clients’ reviews you might wish to consider the following:
- We have years of experience providing tax preparation and accounting services;
- We protect your information the following ways:
- Our secure client portal is PCI compliant (the same as online banking standards);
- All communication between us is encrypted;
- We never share your personal information with any third parties, (unless authorized by you or required by U.S. subpoena);
- We do not store your credit card details on our servers. All payments are handled by secure and independent credit card processors.
Our clients come from wide-ranging industries with varying degrees of complexity. But regardless of size, every client we serve receives the same commitment to meeting their individual needs.
Accurate and Timely Results
As experts in U.S. tax law, we know how best to minimize your tax position and minimize your overall risk. Every return that we prepare is reviewed for accuracy. And when you give us paperwork on time, we get it done on time – one less thing to be concerned about.
Reasonable Rates
We provide tax preparation and accounting services at extremely reasonable rates. Since our accounting and tax preparation fees are based on fixed pricing, you can accurately budget for your service fees. This way, there are no surprises when the invoice comes.
Need more reasons as to why choose an Enrolled Agent?
IRS Representation and Help
If the IRS contacts you after your return is filed, we can help you understand why and explain how to prepare a response. We can provide the help related to your IRS tax notice / audit in the following ways:
- Review IRS communication and help explain (in simple layman terms) what it means to you;
- Explain the best way to respond;
- Determine what documents and records that you may need to assemble and show you how to put them together;
- Review any IRS determination and tell you what it means and what your options are. We can also explain the best course of action that you can take.
Our Focus is on Customer Service
We are committed to providing every client with prompt and courteous attention. Responses to most requests will occur within 1 business day, but as we are a smaller tax firm, if your question comes during our crunch time, it may take up to three days to respond. Thank you for your patience! Your email and/or voice mail will always be responded to.
Our client’s needs are our first priority. We focus on understanding your unique circumstances, and industry specifics. Our services produce accurate and on time, results.