Frequently Asked Questions

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Yes, we offer tax planning services to help minimize your tax liability and maximize your tax savings.

You can schedule an appointment by calling our office or filling out the contact form on our website.

We provide tax services for a variety of businesses including sole proprietorships, partnerships, LLCs, S-corporations, and C-corporations.

As an Enrolled Agent, I am authorized to represent clients before the IRS for matters within the scope of our engagement. If an error or omission is the result of our work, IRS representation related to that issue is provided at no additional charge; however, the client remains responsible for any additional tax, penalties, or interest assessed. If an error or omission is due to incomplete, inaccurate, or omitted information provided by the client, IRS representation may be added for an additional fee. Representation services are also available as an optional add-on package for any engagement. 

No. While I am based in TX, I work with clients nationwide. Tax services are primarily federal, and as an Enrolled Agent, I am authorized to assist and represent clients across all U.S. states. State-specific filings and compliance requirements are handled based on each client’s location and situation. 

.Timelines vary based on complexity, client responsiveness, and capacity. I provide estimated timelines once all required information is received.