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Our Services

Our firm offers a wide range of services to our individual and small business clients. Because our firm is relatively small, clients benefit by getting personalized quality service that is beyond comparison.

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. We provide a variety of services including:

  • Individual Income & State Tax Return Preparation
  • Entity Income and State Tax Return Preparation
  • IRS Audit Representation
  • IRS and State Collection Representation
  • Texas Franchise Report Preparation
  • Non-Filer Preparation and Related Services
  • Business entity consulting
  • Tax Estimates & Withholding Modification Analysis

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.


Tax Help

Why Choose Us?

  • Highly Experienced
  • Quick Response
  • Attention To Detail
  • Enrolled Agents
  • Certified Public Accountants
  • Fast, Friendly Personalized Service

plano chamber

Frequently Asked Questions

What is an Enrolled Agent?
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 the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
What does the term ‘Enrolled Agent’ mean?
‘Enrolled’ means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, Attorneys, and CPAs may 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.

How can Enrolled Agent help me?
Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.

Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.

Call today for an appointment.

The information presented here is general in nature and may not apply to an individual’s particular circumstance(s). Please consult a Tax Professional to ascertain the applicability of this information to your specific situation.

Contact Us

We would love the opportunity to let you know more about our firm and the solutions we could offer to meet your specific needs.

M-F: 8:30am to 5:00pm

5045 Lorimar Drive, Suite 280, Plano, TX 75093