An Enrolled Agent (EA) is a federally licensed tax expert who can represent you before the IRS in all 50 states. For families and small businesses in Wesley Chapel, Tampa Bay, and across Florida, an EA designs tax strategies, prepares accurate returns, and defends your position when IRS letters or audits arrive. At Henriquez Accounting & Tax Services we coordinate tax preparation & planning, IRS representation, accounting & bookkeeping, and Controller/CFO.
IRS Notices & Audits Year-Round Planning Credits & Deductions S-Corp Strategy Quarterly Estimates
What an EA Does (Day to Day)
- Representation: Responds to IRS letters, prepares appeals, and negotiates payment plans.
- Preparation: Personal and business returns with a focus on accuracy and savings.
- Planning: Quarterly projections, elections (S-Corp, depreciation), and timing of income/expenses.
- Documentation: Audit-ready support: mileage, home office, basis, and loss limits.
- Coordination: Aligns books, payroll, and reports to defend your position.
Where an EA Fits in Your Stack
Personal Taxes
W-2, 1099, investments, real estate, education, dependents, and amendments.
Business Taxes
LLC/S-Corp/C-Corp/Partnerships, multi-state, owner compensation, and payroll.
Bookkeeping + Tax
Monthly closes and reconciliations to keep your financials tax-ready.
IRS Help
Notices, penalties, audit defense, and payment plans.
EA vs CPA: Do You Need Both?
EAs are tax specialists with federal representation rights. CPAs are state-licensed and required for attest services (audits/reviews). Many clients use a blended approach; we guide you based on your situation. Learn more: EA vs CPA Guide.
Our EA-Led Planning Process
- Discovery: Income, entities, goals, and challenges.
- Diagnostics: Review of books/returns to find risks and opportunities.
- Plan: Credits, elections, entity structure, and estimate schedule.
- Implement: Cleanup, payroll alignment, e-file, and supporting documentation.
- Monitor: Quarterly reviews and mid-year projections.
Quarterly planning
Fewer penalties & surprises
Credit capture
Education, energy, business
Entity strategy
S-Corp timing & compensation
Audit readiness
Clean, complete records
Work with an Enrolled Agent—Keep More of What You Earn
Book a call. We coordinate books, preparation & planning, and IRS letters—all in one simple flow. Schedule Consultation
Frequently Asked Questions
Can an EA represent me for audits and appeals?
Yes. EAs can represent you nationwide for notices, audits, and appeals (not court litigation).
How often should I do tax planning?
Quarterly is ideal. We adjust estimates, review elections, and close opportunities before year-end.
Do I need a CPA for audited financial statements?
Yes. Attest work requires a CPA. We coordinate CPA services alongside your EA-led tax plan.
Can you help with S-Corp reasonable compensation?
Absolutely. We model salary vs. distributions and coordinate payroll to minimize risks.
Do you work remotely across Florida?
Yes. We serve clients statewide with secure portals, e-signature, and e-file.
Note: Credit rules, limits, and documentation requirements change periodically; we confirm current guidance during onboarding.
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