Straight answers

An Enrolled Agent (EA) is licensed directly by the IRS, specifically in federal taxation, with unlimited rights to represent taxpayers before the IRS in all 50 states. CPAs are state-licensed with a broader accounting scope. For tax preparation and IRS matters, the practice rights are the same.

Fees are fixed and quoted before work begins, based on the forms and complexity involved. Request an estimate through the contact page — we'll open a secure portal upload for last year's return, then reply with a firm number. No obligation; please don't attach tax documents to the form itself.

Yes. The EA credential is federal and our process is remote-capable: secure portal uploads, electronic signatures, and video calls. Only ITIN document certification requires an in-person appointment.

A valid passport is the only stand-alone document; otherwise the IRS requires two documents from its approved list. As Certifying Acceptance Agents we verify originals in person and return them the same day — for most applicants, nothing has to be mailed. Certain dependent documents are the exception; we confirm the document path before your appointment.

The IRS says to allow about 7 weeks, or 9 to 11 weeks if you apply during tax season (January 15 to April 30) or from overseas. Applying through a CAA avoids the most common cause of delay: rejected or mailed identity documents.

Don't ignore it, and don't call the number in a panic. Send us a copy — most notices have a specific, deadline-bound response path, and many are resolvable in writing. We can represent you directly with a signed power of attorney (Form 2848).

Generally when profits comfortably exceed a reasonable salary for your work — the payroll tax savings must outweigh the added cost of payroll and a separate return. We model it with your real numbers before recommending anything.

Yes — cleanup is a fixed-price project, not a judgment. We reconstruct the books, then prepare the returns. Doing it in that order is what keeps the returns defensible.

Florida has no personal income tax. Businesses may still owe Florida corporate income tax (C-corps), sales tax, reemployment tax, and the annual report fee due May 1 — so 'no state taxes' oversimplifies it.

We operate under the FTC Safeguards Rule with a written security plan: encrypted portal transfers, no tax data by email, and federal confidentiality rules (IRC §7216) that prohibit using your information for anything except your engagement without written consent.