Offers online services
About
In the United States of America, an Enrolled Agent is a tax advisor, who is a federally authorized tax practitioner which is empowered by the U.S. Department of the Treasury. Enrolled Agents represent taxpayers before the Internal Revenue Service for tax issues that include audits, collections. and appeals
Details
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
Reviews
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DG
Dan G.
Excellent very professional
May 22, 2021
DR
David R.
Friendly and Knowledgeable
January 29, 2021
SO
S O.
Excellent service delivery!
January 28, 2021
DG
Daniel G.
Very easy to work with. Knows exactly what needs to be done. Very professional
January 27, 2021
TK
Toby K.
He was amazing, very thorough and thoughtful! It was a beneficial interaction!
January 27, 2021
Frequently asked questions
What is your typical process for working with a new customer?
Sit with them and chat to determine what their needs are.
What education and/or training do you have that relates to your work?
Enrolled Agent 139346-EA
BS in Accounting
MBA in Finance
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting