What You Get with an Enrolled Agent

Federal representation: POA (Form 2848) with the IRS
Proactive planning: Credits/deductions + quarterly estimates
Accurate returns: W-2, 1099, 1099-K, K-1, crypto, real estate
E-file & tracking: Direct deposit and refund tracking

Small business focus: LLC/S-Corp, QBI and reasonable compensation
Multi-state & sales tax: Nexus and Florida rules
Audit-ready docs: Secure portal, e-signature, and workpapers
Fast responses: SLA during peak season

Note: Florida has no state income tax; most matters are federal (IRS).

Who We Help

W-2 + side gigs/1099: Platform income, 1099-K, mileage & home office
LLCs & S-Corps: Payroll, QBI, distributions & accountable plan
Real estate: LTR/STR, depreciation, cost seg, 1031
E-commerce: Inventory, marketplace reports, multi-state nexus
Retirees/pros: RMDs, HSAs, education, energy credits

Our EA-Led Tax Filing Process

Discovery (30 min): Goals, year-over-year changes, and risks
Document upload: Secure portal; guided checklist
Plan & estimate: Projection + deduction/credit strategy
Prepare & review: Review with explanations and what-ifs
E-file & support: Filing, tracking, and responding to notices

Tax Document Checklist

W-2, 1099-NEC/INT/DIV/B, 1099-K, K-1, 1098-T/E
Bank/merchant & crypto reports; consolidated brokerage 1099
Mortgage interest, property taxes, charitable receipts
Business income/expenses, mileage, home office, assets
Health insurance (1095-A/B/C), HSA/FSA, childcare, education

Related Services

Explore: Tax Preparation, IRS Representation, Accounting & Bookkeeping, QuickBooks Cleanup, and Controller/CFO.

FAQs

EA vs. CPA vs. preparer — which is right for me?

An EA (Enrolled Agent) is a federally licensed tax professional who is specifically authorized to handle a wide range of tax matters and has the legal authority to represent you directly before the Internal Revenue Service (IRS). Many CPAs (Certified Public Accountants) also provide tax preparation services and possess the necessary qualifications to represent clients in various tax-related issues. However, a tax preparer who lacks formal credentials or certifications may not have the expertise or legal authorization required to represent you in interactions with the IRS. For the majority of individual taxpayers and small-business owners, working with an EA is often the most practical, suitable, and effective choice when it comes to managing tax concerns and representation.

Can you work 100% remotely?

Yes. We provide a highly secure and user-friendly portal designed specifically for your convenience, which includes advanced e-signature capabilities to help streamline and simplify the entire process. Furthermore, we offer video meetings to facilitate remote consultations, making it easier for you to connect with us from anywhere. For clients who prefer more personal interaction, we also offer in-person appointments conveniently located in the Tampa Bay area, ensuring you have multiple options to suit your preferences and needs.

Do you offer flat pricing?

Certainly. As an Enrolled Agent, we offer a wide range of packages that have been thoughtfully categorized according to their level of complexity, encompassing various key areas such as forms, states, and business processes. Each of these packages is accompanied by clear, detailed, and transparent pricing information, which we present to you upfront before we begin any work. This approach ensures that you have a comprehensive understanding of all costs from the very beginning, providing complete clarity and peace of mind. By doing so, we eliminate any risk of unexpected charges or surprises during the project, allowing for a smooth and trustworthy collaboration.

Can you help with IRS notices?

Yes. We file a Power of Attorney (POA) on your behalf, communicate directly with the IRS, and work diligently to resolve any issues you may be facing. This includes negotiating payment plans tailored to your financial situation, requesting penalty abatement to reduce or eliminate penalties, or pursuing an Offer in Compromise (OIC) if you qualify. Our goal is to find the best possible solution to address your tax concerns efficiently and effectively.

Ready to File with an Enrolled Agent?

Schedule Consultation

Nearby: Zephyrhills • Wesley Chapel • Brandon • Riverview • Tampa • St. Petersburg

How an Enrolled Agent Can Simplify Your Tax Filing