Individual Tax Services

Your taxes, done right.
Explained clearly.

Tax preparation, proactive planning, and IRS resolution — handled by an Enrolled Agent who explains everything in plain language and treats you like a partner, not a file number.

BOOK YOUR INTRO CALL
SEE WHAT'S INCLUDED

Enrolled Agent · Admitted to Practice Before the IRS

Your Tax Professional

What is an
Enrolled Agent?

An Enrolled Agent is a federally licensed tax professional — the highest credential awarded by the IRS. EAs pass a rigorous three-part exam covering all areas of taxation and are authorized to represent taxpayers in all 50 states, at every level of the IRS.

Enrolled Agent Points
Federally Licensed
Licensed directly by the U.S. Treasury — not state-by-state, valid everywhere.
Unlimited IRS Representation
Full rights to represent you in audits, appeals, and collections — so you don't have to face the IRS alone.
Tax-Only Specialty
An EA's entire focus is taxation. It's not a side service — it's the whole job.
Ongoing Education Required
Required continuing education every year to maintain the credential — always current on tax law.
Three Ways We Handle Your Taxes
What's Included

Three ways we
handle your taxes.

Whether you need a straightforward return filed with confidence, a proactive strategy to reduce what you owe, or help resolving something that's gone sideways with the IRS — we handle it all under one roof, with the same plain-language approach.

Tax Preparation

Your return, filed right —
and explained to you.

We don't just prepare your return and hand it back. We walk you through exactly what was filed, why, and what it means for next year — via a recorded secure video walkthrough or a live Google Meet, your choice. You'll actually understand what you signed.

What's included
  • Federal & state individual income tax return preparation
  • W-2, 1099, investment, rental, and self-employment income
  • Thorough deduction review — we look for what you might have missed
  • Return walkthrough: recorded secure video or live Google Meet
  • E-filing once reviewed, approved, and payment received
  • Digital client portal (TaxDome) — secure, paperless, simple
  • Follow-up questions answered throughout the process
Book Your Intro Call
Starting at
$400 / return
Flat-rate pricing based on scope and complexity — quoted transparently on your intro call. No surprise invoices.
Every package includes
  • Up to 3 hours of consulting per year
  • Secure TaxDome client portal
  • Return walkthrough (recorded or live)
  • E-filing included
  • Year-round communication
Get Your Quote
3 consulting hours included. Every tax package includes up to 3 hours of consulting per year — use them for questions throughout the year, mid-year check-ins, or planning conversations. Use it or lose it, so don't leave them on the table.
Tax Planning

Stop reacting.
Start planning ahead.

Tax planning means making decisions throughout the year that reduce what you owe — not scrambling in April. If you're self-employed, have multiple income streams, experienced a major life event, or just want to stop being surprised at tax time, proactive planning changes everything.

What we help you with
  • Quarterly estimated tax calculations so you're never caught short
  • Major life event planning — marriage, divorce, new home, inheritance
  • Self-employment & side income tax strategy
  • Retirement contribution timing and tax impact
  • Deduction maximization across investment, business, and personal
  • Year-end moves to reduce your tax bill before December 31
  • Plain-language explanation of every recommendation
Book Your Intro Call
Included with
Tax Packages
Planning is woven into every client relationship — not a separate upsell. Your 3 included consulting hours are the natural home for planning conversations.
Every package includes
  • Up to 3 hours of consulting per year
  • Proactive mid-year check-in option
  • Estimated tax guidance
  • Year-end planning recommendations
  • Questions answered year-round
Start the Conversation
Use your 3 hours strategically. Many clients schedule a mid-year check-in and a year-end planning session — leaving one hour for questions that come up throughout the year.
Tax Resolution

Something went wrong.
We can help.

If you owe back taxes, received an IRS notice, missed filings, or are facing an audit — you don't have to face it alone. As an Enrolled Agent, we have unlimited rights to represent you before the IRS at every level, and we handle these situations regularly. Most are more manageable than they feel in the moment.

Situations we handle
  • IRS notices and letters — translated and responded to on your behalf
  • Back taxes and unfiled returns — getting you current without panic
  • Audit representation — we communicate with the IRS so you don't have to
  • Payment plans and installment agreements
  • Offers in Compromise — when you genuinely can't pay the full amount
  • Penalty abatement requests
  • State tax issues and notices
Book Your Intro Call
Pricing
Quoted by
scope
Resolution work varies significantly by situation. We'll discuss what's going on, assess what's needed, and give you a clear flat-rate quote before any work begins.
What to expect
  • Honest assessment of your situation
  • Clear explanation of your options
  • Flat-rate quote before work begins
  • Full IRS representation rights as an EA
  • No judgment — we've seen it before
Let's Talk
You're not in trouble. Most IRS notices are routine and manageable. The most important step is not ignoring them — and not trying to navigate them alone.

How It Works

Simple. Digital.
Clear every step.

Our entire practice runs through TaxDome — a secure client portal that keeps everything organized, paperless, and accessible from your phone. Here's exactly what to expect.

How It Works
Step 01
Intro Call
We meet over Google Meet to talk through your situation, answer questions, and make sure we're the right fit.
Step 02
Engagement Letter
You're onboarded to TaxDome and sign your engagement letter securely in the portal. Everything lives in one place.
Step 03
Tax Organizer
You complete a digital tax organizer in the portal — it guides you through everything we need clearly and without jargon.
Step 04
We Prepare
We prepare your return and may send follow-up questions through the portal. We ask rather than assume.
Step 05
Review & Pay
Your return is ready for review. You pay, sign your e-file authorization, and approve — all through the portal.
Step 06
Walkthrough & File
We e-file your return and send a recorded secure video walkthrough — or schedule a live Google Meet if you'd prefer to go through it together.

100% digital · Secure · Built around your life

Digital Callout
100% digital, 100% secure — built for how you actually work.
Our practice runs on TaxDome — a secure, encrypted client portal. Upload documents, sign forms, message us, and access your returns from your phone, any time. No faxing. No drop-offs. No desktop-only software.
Tax Resolution
Tax Resolution

Got an IRS letter?
Don't panic.

Behind on Filing
Haven't filed for a year or more? We get you current, minimize penalties where possible, and give you a clean slate.
IRS Notice Received
We read it, explain what it actually means, and respond to the IRS on your behalf — correctly and on time.
Audit Representation
As an Enrolled Agent, we represent you directly before the IRS. You don't have to speak to them yourself.
Can't Pay What You Owe
We explore payment plans, penalty abatement, and Offers in Compromise — real options that actually exist.
Why an EA matters here

The credential that
gives you a voice.

Not every tax professional can represent you before the IRS. CPAs can — in the state they're licensed. Attorneys can. And Enrolled Agents can, in all 50 states, at every level of the IRS including audits, appeals, and collections.

This isn't a technicality. When something is wrong with the IRS, you want someone who can actually stand in front of them on your behalf — not someone who has to refer you out.

"Most IRS notices are more manageable than they look. The worst thing you can do is ignore them. The second worst is try to handle them alone. That's exactly what we're here for."
Common Questions
Common Questions

Things people
ask us all the time.

How is pricing determined?
+
Individual returns start at $400 and are flat-rate based on the scope and complexity of your situation. Your exact price is quoted transparently on the intro call — before any work begins. No surprises.
What are the 3 consulting hours for?
+
Every tax package includes up to 3 hours of consulting per year. Use them for mid-year questions, a planning session, reviewing a major decision, or estimated tax conversations. They reset annually — use them or lose them.
Do I need to come into an office?
+
No. Our practice is fully digital. Your intro call and any live meetings happen over Google Meet. Everything else — documents, signatures, communication, payments — runs through your secure TaxDome client portal.
What's a return walkthrough?
+
Once your return is prepared, we don't just hand it over and say "sign here." We walk you through it — what was filed, why, and what it means for next year. You can choose a recorded secure video link you can watch on your own time, or a live Google Meet where we go through it together.
What's the difference between an EA and a CPA?
+
Both can prepare taxes and represent clients before the IRS. The key difference: an Enrolled Agent is federally licensed and specializes exclusively in taxation. CPAs have a broader accounting credential and may or may not focus on tax. An EA's entire focus is tax — it's not a side service.
I'm behind on my taxes. Can you still help?
+
Yes — and you're not alone in this situation. We handle catch-up filings regularly and will assess your options, minimize penalties where possible, and get you current without judgment. The intro call is the right first step.
When do I pay?
+
Payment is collected through the TaxDome portal after your return is prepared and you've had a chance to review it — before we e-file. You'll sign your e-file authorization at the same time.
Do you work with self-employed individuals?
+
Absolutely. Self-employed individuals, freelancers, sole proprietors, and side-income earners are a core part of who we serve. Self-employment income, estimated taxes, and deduction strategy are areas where having a knowledgeable partner makes a real difference.

  • "Creative, reliable, and genuinely passionate about what they do."

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer

Your Taxes, Handled
Get Started

Your taxes, handled.
Let's talk.

Book an intro call. We'll talk through your situation, answer your questions, and give you a clear quote before anything moves forward.

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