About
How We Started
As an Enrolled Agent with a special needs young adult, I know first hand the challenges we face on a daily basis. From medical to school needs with IEP, 504, etc, dealing with your income tax return and/or dependent(s) at year-end is the least of our priority.
This is where I will be your trusted tax partner. From personal experience, there are tax strategies in order to stay ahead financially all year-round. With 5+ years of tax preparations experience and over a decade experience in the Field Audit and Compliance, optimizing your financial growth so you can prioritize what's matter to you is my utmost priority.
My customizable services will be tailored to you and your family specific needs and affordability. Whether it's standard compliance or your tax concierge, I'm here to help. I have simplified our process with the least interruption to your daily life; ensuring accuracy, compliance, and maximum returns.
Your Trusted Tax Partner
What is an Enrolled Agent (EA):
An EA is a person who has earned the privilege of representing taxpayers before the IRS by passing a three-part comprehensive test covering individual and business tax returns.
EAs, like attorneys and certified public accounts (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, or which IRS offices they can represent clients before. Learn More.