A tax plan starts with your facts, questions and records. An Enrolled Agent can assist with federal tax questions and IRS representation. Tax planning, preparation and notice work are services to agree separately; the credential does not guarantee savings or include every service. Henriquez Accounting serves Wesley Chapel, Tampa Bay and other Florida clients from its Zephyrhills office.
Table of Contents
Year-Round Planning Credits & Deductions IRS Notices & Audits S-Corp Strategy Quarterly Estimates
Tax Planning Topics to Review With an EA
- Entity & elections: Review entity eligibility, election timing and multi-owner considerations. Late-election relief may be available only when the entity meets the applicable eligibility, reasonable-cause, reporting-consistency and procedural requirements. It does not cure every invalid shareholder or entity, and no late election should be assumed effective without reviewing the facts and required filings. See IRS late-election relief guidance.
- Timing strategies: Income/expense acceleration or deferral, safe harbors, and basis planning.
- Credit review: Check the applicable tax-year rules, eligibility, deadlines and documentation before claiming education, family or business credits. Do not assume an energy incentive remains available.
- Organized books and supporting records help explain reported items and prepare responses to IRS requests. They do not prevent notices, guarantee quicker resolution or determine an audit outcome.
- Projections: Review projected liabilities and estimated-payment responsibilities under the rules that apply to your circumstances; a projection does not guarantee penalty relief.
Related Services to Discuss
Personal Tax Planning & Filing
W-2, 1099, investments, real estate, kids/education, retirement.
Business Tax Strategy
LLC/S-Corp/C-Corp structure, owner comp, multi-state exposure.
Books + Tax Alignment
Monthly closes and reconciliations that support proactive planning.
IRS Representation
Notices, penalties, installment agreements, and audit defense.
EA vs CPA: Do You Need Both?
EAs specialize in tax and IRS representation nationwide. U.S. CPAs are licensed by state boards; any attest engagement also requires the applicable licensing, firm authorization and standards. Many clients benefit from a coordinated team. Explore the differences: EA vs CPA Guide.
Five Tax Plan Steps to Agree
- Discovery: Understand income streams, prior filings, and goals.
- Diagnostics: Review books/returns to find risks and opportunities.
- Plan: Elections, credits, entity considerations, and estimate schedule.
- Implement: Bookkeeping cleanup, payroll alignment, e-file steps.
- Monitor: Agree review dates and revisit projections when circumstances change.
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?
Discuss which services are available and included in your engagement, including bookkeeping, preparation & planning, and IRS notices; agree scope, responsibilities and coordination before work starts. Schedule Consultation
Tax Plan 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?
The appropriate planning schedule depends on income changes, entity, filing obligations and complexity. Agree on review dates and revisit estimates when significant transactions occur.
Will you coordinate with my bookkeeper or CPA?
Confirm who will coordinate with your existing advisers, what information may be shared, and how responsibilities and approvals will be documented.
Do you help with S-Corp reasonable compensation?
Reasonable-compensation analysis requires the facts of the shareholder’s work, compensation and business. Confirm whether this analysis and payroll coordination are included in the engagement; a particular result is not guaranteed.
Do you work remotely across Florida?
Remote arrangements may be available. Confirm the records, signing method and approved transfer process for your engagement; some documents or services may require additional steps.
©Copyright. All rights reserved.