LLC/Partnership Services & Planning

  • Formation and Contributions

  • Accounting Systems Management

  • Family partnerships

  • Basis, Distributions & Allocations

  • Terminations, mergers & Divisions

  • Transactions & Hot Assets Rules

  • Income & Loss Allocation

  • Interest Transfers & Sales

Corporation Services & Planning

  • Formation and incorporation

  • Accounting Systems Management

  • Liquidation/Non-Liquidation Distributions

  • Stock and Property Dispositions

  • Earnings & profit Management

  • Alternative Minimum Tax

  • Fringe Benefits & Retirement Plans

  • Liquidations & Reorganizations

Tax Return Filing

  • Individuals & Families

  • C-Corporations

  • S-Corporations

  • Single Member Limited Liability Companies

  • Partnerships

  • Personal Service Corporations

  • Payroll Filings

  • Expatriates & Non-Residents

General Tax Planning Topics

  • Living Residences and Vacation Homes

  • Business Opportunities and Entity Structuring

  • Family office Planning

  • Executive Compensation

  • Stocks, Bonds, other financial Investments

  • Real Estate Investments

  • College Funding

  • Charitable Giving

  • Divorce Planning

  • Retirement Planning

  • Foreign Tax Reporting

Construction/Real Estate Tax Planning

  • Ownership Form

  • Investor vs. Dealer

  • Acquisitions

  • Dispositions

  • Depreciation

  • Subdivision & Development

  • Leasing & Operations

  • Loss Limitations

  • Tax Credits

  • General Contractors

  • Construction Accounting

Tax Resolution

  • Audit Representation

  • Back Taxes/Unfiled Returns

  • Wage Garnishment

  • Bank levy

  • Installment Plans

  • Offers-In-Compromise

  • Innocent Spouse Relief

  • Penalty Abatement

  • Collections Representation

  • Wage Garnishment

Contact us for a consultation for services

WHAT IS AN ENROLLED AGENT? 

Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. Enrolled agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS.

 

Only enrolled agents are required to demonstrate to the IRS their competence in all

areas of taxation, representation and ethics before they are awarded unlimited representation rights to represent taxpayers before IRS. Unlike attorneys and CPAs, who are state-licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.

Only Attorneys admitted to the state bar, Certified Public Accountants, and Enrolled Agents may represent taxpayers and practice before the IRS without limitation. 

If you would like to verify the status of any licensed professional, use the links to the right.