U.S. tax laws are complex and constantly changing. Between credits, deductions, entity rules, and IRS notices, it’s easy to miss savings—or make costly mistakes. Con un Enrolled Agent (EA) a tu lado, conviertes la confusión en un plan claro: menos riesgo, más ahorros. We support individuals, landlords, and small businesses across Tampa Bay with Tax Preparation, Bookkeeping, Controller/CFO and IRS Representation.

Myths vs. Facts

Myth: Software catches everything.
Fact: Software files; it doesn’t design a strategy or defend you.
Myth: An LLC guarantees tax savings.
Fact: Savings depend on entity election, pay mix, and state rules.

Myth: Receipts aren’t needed for small amounts.
Fact: Substantiation wins audits—keep policies & support.
Myth: STR/LTR rules are the same.
Fact: STR can be non-passive if material participation tests are met.

Where People Get Tripped Up

Entity & compensation: S-Corp timing, reasonable salary, basis tracking
Recordkeeping: Accountable plan, mileage logs, home-office policy
Credits: Energy/EV, education, childcare—eligibility & phaseouts
Depreciation: Section 179, bonus, cost segregation for rentals
Real estate: 1031 deadlines, STR licensing & tourist tax in Florida
Multi-state: Nexus, source income, remote workers

How an EA Protects You

Plan: Year-round strategy—entity, timing, credits/deductions
Prepare: Accurate returns with audit-ready files
Represent: Notices, payment plans, audit support ante el IRS
Optimize: Quarterly reviews y cierres anuales sin sorpresas

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Who We’re a Great Fit For

Small businesses & LLCs: QBI, payroll, sales tax, 1099s
S-Corps: Reasonable comp, distributions, health & retirement
Real estate investors: STR/LTR, cost seg, 1031, TPP tax
E-commerce: Inventory, marketplace reports, multi-state nexus

FAQs

EA vs. CPA—what’s the difference?

An EA, or Enrolled Agent, is a federally licensed tax professional who specializes specifically in matters related to taxes and IRS representation. On the other hand, a CPA, or Certified Public Accountant, offers a much broader range of accounting services that go beyond just taxes. When deciding which professional to work with, it is important to consider your unique needs as well as your level of experience within your particular industry or business sector. This way, you can choose the expert best suited to support your financial goals and compliance requirements.

Can you help with IRS letters or audits?

Yes—responding promptly and providing thorough, detailed documentation can significantly reduce potential penalties and alleviate a great deal of stress. Our team specializes in managing payment plans effectively and preparing meticulously for audits to ensure the entire process runs smoothly and efficiently without unnecessary complications.

Do you offer fixed pricing?

Absolutely—our offerings include comprehensive, all-encompassing bundles that cover everything from bookkeeping and tax services to outsourced CFO support, all thoughtfully designed to provide you with a fully integrated and complete financial solution tailored to your needs. We take great care to ensure that the full scope and specific details of these services are clearly defined, thoroughly outlined, and mutually agreed upon before we begin working together, so that you have complete transparency, clarity, and confidence in exactly what to expect throughout our partnership.

Is an S-Corp always better?

No—it genuinely depends on a wide range of important and interconnected factors, including profit margins, the detailed composition and structure of payroll, as well as the overall scope and scale of administrative expenses. Before any election takes place, we dedicate significant time and effort to carefully and thoroughly model multiple different scenarios. This process allows us to gain a comprehensive and nuanced understanding of the potential outcomes and their possible impacts on the organization. This careful and detailed analysis helps us to be well-prepared for various possibilities and enables us to make informed, strategic decisions with confidence.

Ready to Make Tax Laws Work For You?