Work with a licensed Enrolled Agent (EA) to file accurately, capture deductions, and stay audit-ready. Below is exactly what to gather, when to file, and how we help individuals, landlords, and small businesses across Tampa Bay.

What to Bring to Your EA Appointment

Photo ID, SSNs/ITINs for you & dependents
Last year’s federal & state returns
Income forms: W-2, 1099-NEC/INT/DIV/B, K-1
Rental records: leases, rents received, expenses
Crypto/stock sales (1099-B) & basis details

Deductions: mortgage 1098, property taxes
Charity receipts & medical totals
Education 1098-T/E & student loan 1098-E
Business: P&L, mileage log, payroll reports
Health coverage forms 1095-A/C (if applicable)

Key Filing Timeline

We start with a brief discovery call to map deadlines, extensions, and estimates. Then we review documents, reconcile books, and file on time with e-signature support.

Common Credits & Deductions to Explore

Child Tax Credit, Dependent Care Credit
Education: American Opportunity & Lifetime Learning
Energy/EV incentives & home credits (as eligible)
QBI for pass-through businesses

Home office & accountable plan reimbursements
Vehicle & depreciation (Sec. 179/bonus)
Retirement contributions (IRA, SEP, Solo 401(k))
Rental real estate expenses & travel logs

How an EA Helps You Save (and Sleep)

Plan: Estimate taxes, choose entity/strategy, avoid penalties
Prepare: Clean, reconciled books; accurate returns; e-file
Protect: IRS notices & representation, payment plans, penalty relief
Optimize: Quarterly reviews and year-round guidance

Explore our related services: Tax Preparation • Bookkeeping • IRS Representation • Controller/CFO

FAQs

Why choose an Enrolled Agent for tax season?

EAs are federally authorized to represent you before the IRS and focus exclusively on taxes—filing, planning, and resolution.

Do I need perfect books before filing?

No. We can clean up your bookkeeping in parallel so your return is accurate and audit-ready.

Can you help with back taxes or a payment plan?

Yes. We handle notices, penalty abatement, and installment agreements while keeping your current year on track.

Ready for a Smooth Tax Season?

Book a no-pressure 30-minute call with an Enrolled Agent. We’ll review documents, map deadlines, and maximize credits.

Schedule Consultation

Services: Tax Preparation • Bookkeeping • IRS Representation

Navigating Tax Season with an Enrolled Agent