A consultation can help identify the tax work you need. An Enrolled Agent (EA) is a federally licensed tax professional authorized to represent taxpayers before the IRS. Confirm the preparation, planning or representation services included in the engagement. Here’s how Henriquez Accounting & Tax Services supports clients across Tampa Bay, Wesley Chapel, Zephyrhills, St. Petersburg, Brandon, and Sarasota.
Table of Contents
Five Topics for an Enrolled Agent Consultation
- IRS Representation: EAs can speak to the IRS for you nationwide—audits, notices, payment plans.
- Proactive Tax Planning: Mid-year and Q4 reviews to time purchases, salaries, and estimates.
- Accurate Filings: Business and personal returns prepared with clean workpapers and support.
- Entity Strategy: Separate the legal entity from its federal tax classification. An LLC may have different tax treatments based on ownership and valid elections. Evaluate eligibility, election timing, compensation, payroll and total costs before recommending S-corporation treatment.
- Documentation & Defense: Digital receipt systems and reconciliations for audit-ready books.
Who Benefits Most
- Small businesses & contractors: Schedule C, 1120S, payroll and sales/use guidance.
- Real estate investors: Schedule E, depreciation, cost segregation coordination, 1031 prep.
- Multi-income households: W-2, 1099, investments and eligible education credits. Evaluate energy provisions for the specific taxpayer, transaction and year. Do not assume the residential Form 5695 credits are available for new 2026 property or expenditures following their December 31, 2025 termination rules.
- Back taxes & notices: Amendments, penalty abatements, installment agreements.
Our Process
Start with a discovery call and identify the returns, records and notices involved. Agree whether cleanup or planning is included, which documents are needed and how they will be provided. Confirm the transfer and signing methods for your engagement before sending sensitive records.
Ready for expert tax guidance and IRS support?
Work with an EA who knows your industry and your numbers. Explore Tax Preparation, Bookkeeping, and IRS Representation.
Before the consultation, list the taxpayers, entities and years involved and the deadlines shown on any notices. Describe the questions you want answered, the records available and any work already performed by another adviser. This helps establish a starting point and identify information still needed. After the meeting, confirm the next steps, responsible contact and follow-up date in writing.
Review the IRS guide to preparer credentials when comparing qualifications and representation rights.
Consultation FAQs
What makes an Enrolled Agent different from a CPA?
EAs specialize in federal tax and IRS representation; a U.S. CPA credential is issued by a state board and may cover broader accounting services. Pedro Henriquez is a U.S. Enrolled Agent and holds a CPA credential in the Dominican Republic; the Dominican credential is not a U.S. CPA license. Services depend on the agreed engagement and applicable authorization.
Can an EA represent me if I move to another state?
Yes—federal licensure allows representation before the IRS in all 50 states.
Do EAs only help during tax season?
Year-round planning and notice support may be agreed separately. EA enrollment provides IRS representation rights, subject to taxpayer authorization; state-agency authority and relevant experience must be confirmed independently.
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