The Role of an Enrolled Agent (EA) in Tax Planning

An Enrolled Agent (EA) is a federally licensed tax expert who can represent you before the IRS in all 50 states. For individuals and small businesses in Wesley Chapel, Tampa Bay, and across Florida, an EA provides year-round planning, strategic filing, and defense for notices and audits—so you keep more of what you earn.

Year-Round Planning Credits & Deductions IRS Notices & Audits S-Corp Strategy Quarterly Estimates

How an EA Drives Tax Savings

• Entity & elections: S-Corp timing, late-election relief, and multi-owner planning.
• Timing strategies: Income/expense acceleration or deferral, safe harbors, and basis planning.
• Credit optimization: Education, energy, child/family, and business incentives you actually qualify for.
• Audit-ready books: Clean records reduce notices and speed resolution if the IRS asks questions.
• Projections: Quarterly reviews to right-size estimates and avoid penalties.

Where We Fit in Your Financial Stack

Personal Tax Planning & Filing

W-2, 1099, investments, real estate, kids/education, retirement.

Personal Tax Preparation

Business Tax Strategy

LLC/S-Corp/C-Corp structure, owner comp, multi-state exposure.

Business Tax Preparation

Books + Tax Alignment

Monthly closes and reconciliations that support proactive planning.

Accounting & Bookkeeping

IRS Representation

Notices, penalties, installment agreements, and audit defense.

IRS Representation

EA vs CPA: Do You Need Both?

EAs specialize in tax and IRS representation nationwide. CPAs are state-licensed and add attest/reporting capabilities. Many clients benefit from a coordinated team. Explore the differences: EA vs CPA Guide.

Our Planning Process

1. Discovery: Understand income streams, prior filings, and goals.
2. Diagnostics: Review books/returns to find risks and opportunities.
3. Plan: Elections, credits, entity considerations, and estimate schedule.
4. Implement: Bookkeeping cleanup, payroll alignment, e-file steps.
5. Monitor: Quarterly check-ins and mid-year projections.

Florida-Specific Considerations

• Sales & Use Tax: Nexus, registration, and filing cadence. Florida sales tax help.
• S-Corp salaries: Reasonable compensation and payroll coordination to minimize risk.
• Multi-location: Use classes/locations/job-costing to track performance cleanly.

Ready to Build a Tax Plan with an EA?

Book a discovery call. We’ll tailor a plan and handle bookkeeping, preparation & planning, and IRS notices—all coordinated for you. Schedule Consultation

Frequently Asked Questions

Can an EA represent me for audits and appeals?

Yes. EAs can represent you before the IRS nationwide for audits, notices, and appeals (not court litigation).

How often should I do tax planning?

Quarterly is best. We adjust estimates, review elections, and update strategies before year-end.

Will you coordinate with my bookkeeper or CPA?

Absolutely. We collaborate with in-house teams, CPAs, and payroll providers to keep everything aligned.

Do you help with S-Corp reasonable compensation?

Yes. We model salary vs. distributions, payroll timing, and compliance to support your position.

Do you work remotely across Florida?

Yes. Secure portals and e-signature keep the process fast and fully remote statewide.

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