Services
Clear Strategy. Lower Taxes.
A full practice, held to one standard.
Three disciplines, one practitioner. Every engagement is led directly by an Enrolled Agent — no handoffs, no junior staff.
01
Tax Representation
Direct advocacy when the IRS comes calling.
- — Audit representation & defense
- — Response to IRS notices and letters
- — Liens, levies, and wage garnishment relief
- — Installment agreements & Offer in Compromise
- — Penalty abatement
- — Back tax filing and resolution
02
Tax Strategy
Planning that compounds, year after year.
- — Multi-year tax planning
- — Entity structure optimization
- — Deduction & credit maximization
- — Quarterly estimate planning
- — Retirement & investment tax strategy
- — Real estate & passive income strategy
03
Business Development & Startup
From formation to expansion, with tax in mind from day one.
- — Business formation (LLC, S-Corp, C-Corp)
- — EIN registration & state filings
- — Bookkeeping system setup
- — Operating agreements guidance
- — Growth & scaling consultations
- — Startup financial roadmap
Confidential
Privileged communication for federal tax matters.
Documented
Every position substantiated and recorded.
Founder-Led
Direct access to your Enrolled Agent.