About
We provide customized year-round personal attention to our clients. We are a full service Enrolled Agent tax preparation firm located in Irving, TX. For more than 20 years, we have been providing tax preparation, bookkeeping, payroll, tax and estate planning and many other business services to a wide range of clients, including both businesses and individuals, throughout the greater Dallas-Fort Worth Area and elsewhere in the United States.
We have developed a reputation for professional excellence through the high quality of services we perform for our clients.
Reviews
Donna C.
Frequently asked questions
What is your typical process for working with a new customer?
Have a conversation with the customer to get an overview of their financial and tax situations and then outline the course of action and documents needed for tax prep.
What education and/or training do you have that relates to your work?
Bachelor's in Business and Accounting, University of New Mexico
Masters in Business Administration-Accounting, Keller Graduate School of Management
Licensed Enrolled Agent
Do you have a standard pricing system for your services? If so, please share the details here.
I do have an estimated range of services but am prohibited from public discussion in accordance with Circular 230.
How did you get started in this business?
I pursued accounting and tax in college and began my practice by preparing tax returns for co-workers and friends and my business has grown from them through advertising, marketing and referrals
What advice would you give a customer looking to hire a pro in your area of expertise?
To find someone with a credentialed license (CPA or EA) to help you.