What is a CPA?

A Certified Public Accountant (CPA) is licensed and regulated by the state boards of accountancy. CPAs provide a wide range of financial services and perform many different roles beyond tax preparation and accounting, including financial analysis, forensic accounting, corporate finance, estate planning, and much more.

What is an EA?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. EAs are skilled tax preparers for individuals, businesses and estates.

Put simply:
Extensive knowledge, experience and education working for you!

Tax and Accounting

Individual, Partnership & Corporate Tax Preparation
Tax Planning & Consulting
Tax Liability Reduction Strategies
Individual & Business Accounting
Business Entity Setup, Incorporation & Consulting
Estate Planning & Tax Returns
Notary Public

IRS and State Representation

  • Notices & Correspondence
  • Audit Representation
  • Levy and Lien Negotiation
  • Offers in Compromise
  • U.S. Tax Court

Concentrations

Attorneys and law professionals
Physicians, dentists and other health professionals
Closely held businesses
Commercial and residential construction firms
Estates and trusts
High net worth individuals and families

 Families and professionals


If you encounter one of the following, you are encouraged to call our office during the year.
  • Change in marital status
  • Birth or adoption of a child
  • Change in employment situation
  • Retire or start receiving Social Security
  • Start, purchase, sell or close a small business
  • Anticipate receiving distribution from 401(k), IRA, or pension plan
  • Buy or sell a house or rental property
  • Receive an inheritance
  • Sell or redeem more than $2,000 in stocks or mutual funds