An Orlando Enrolled Agent practice for 1099 earners, S-Corps, and real-estate investors. Federal returns, multi-state filings, audit response — done once, done right, kept clean all year.
Most Orlando taxpayers lose money in places they cannot see — missed quarterlies, the wrong entity election, a deduction not taken because the preparer did not ask. The bill is real. It just shows up as a smaller refund, a 1099-K surprise, or a CP2000 notice nine months later.
Underpayment penalties accrue daily. By April, what should have been a $200 estimate becomes a $1,400 line item. Most people never see it broken out.
Schedule C losses, large home-office percentages, and untaxed crypto are the top triggers. Software does not warn you. A practitioner does.
Year-round decisions — entity setup, 1099 timing, retirement contributions — drive most of the actual savings. They cannot be made retroactively.
Three things this practice will not compromise on. The license. The communication window. The flat-fee promise. Everything else is negotiable.
Enrolled Agent — the IRS's own licensed tax practitioner. Unlimited representation rights before the agency. Required for audits, appeals, and IRS correspondence.
Notices acknowledged within 24 hours, full response within 5 business days. We handle the envelope and the call. You stay out of the loop unless we need a signature.
Price quoted before any work begins. Bundle pricing for personal + small business. No clock running. No surprise invoice in April.
Six service tracks. Each row is flat-priced from. Bundle pricing applies when personal and business returns are filed together.
The middle tier is what most clients land on — a personal + small-business bundle that covers the engagement most owner-operators actually need.
For W-2 income, side-businesses, dependents, and standard or itemized deductions.
Owner-operator? This is what you book. 1040 + 1120-S filed together with quarterly estimates set up.
For higher-revenue businesses and complex households. Tax planning is the work; filing is the byproduct.
Every client gets the same dashboard view. Deadlines, document checklist, multi-year archive, audit-letter status. Built in plain-language, not preparer code.
Not industry awards. Not "trusted partner" copy. Four operational receipts you can verify before the engagement starts.
11 years EA-licensed.
Federally licensed Enrolled Agent — the IRS's own credential. Unlimited representation rights at every level: examination, appeals, collections.
Acknowledged within 24 hours, full response within five business days. We have done this for 187 client notices. Average resolution: 12 business days.
1099, S-Corp, partnerships, multi-state, real-estate investors, retirees with brokerage activity.
Quoted before any work begins. Bundle pricing for personal + business. The clock never runs.
"I built this practice for the clients my old firm under-served — 1099 earners, side-business owners, and Florida real-estate investors with multi-state filings. They deserved senior attention, not a junior preparer in March."
Trained inside a regional CPA firm before earning the Enrolled Agent license in 2014. Specialized early in S-Corp owner-operators and Florida real-estate portfolios — the two filing situations Orlando over-indexes on and most preparers under-handle.
Practice has stayed deliberately small: one licensed practitioner, capped client list, no junior preparers, no franchise overhead. Clients keep the same advisor every year.
Same flow for a $295 personal return and a year-round retainer. The difference is engagement length, not engagement quality.
20-minute consult — free. We confirm scope, quote the flat fee, and send a secure intake form. You sign nothing on the first call.
Same daySecure portal — no email, no fax. Upload at your pace. We confirm everything received and flag what is still missing.
Within 48 hrs45-minute walkthrough before filing. Every line item, every credit, every estimate. You see the return before the IRS does.
Day 5–10E-filed federally and state-wise. Seven-year archive in your client portal. Quarterly estimates set up for next year.
By deadlineA 20-minute consult tells you whether we are a fit. No commitment, no upsell, no signing anything on the first call. Most clients leave the consult with a flat-fee quote and one decision to make.