Most of our work is with small business owners, and a good share of them started as individual clients — a W-2 return with a rental attached, or gig income that outgrew a spreadsheet. Personal returns are not an afterthought here. They are prepared by the same Enrolled Agent, through the same secure portal, on the same schedule.
Who this is for
- W-2 employees — including a second job, equity compensation, or filing jointly with a spouse who has self-employment income
- 1099 contractors & gig workers — rideshare and delivery drivers, freelancers and platform workers, with mileage, home office and equipment claimed properly and quarterly estimates set so April is not a shock
- LLC owners — a single-member LLC reports on Schedule C of your 1040; a multi-member LLC or S-Corp issues a K-1 that has to land on your personal return correctly
- Real estate income — rental income, expenses and depreciation tracked year over year rather than rebuilt every spring, plus the capital gains when a property sells
- Bitcoin & crypto holders — trades, swaps, spending, staking and mining income reconciled across exchanges and wallets, with cost basis reconstructed where the records are thin
- Investors & retirees — brokerage income, dividends, capital gains and retirement distributions
- State & multi-state returns — your state return filed with your federal one, and the extra filings if you moved, worked remotely across state lines, or hold property in more than one state
Why the credential matters
Not every tax preparer can speak for you when the IRS has questions. A federally licensed Enrolled Agent can — in any state, on any tax matter, without limitation. If an examination or a notice follows your return two years from now, you are not starting over with a stranger who has never seen it. We read the notice, explain what it actually says, and respond on your behalf.
If you own a business too, business tax preparation and tax planning are handled by the same person — so your personal and business returns stop contradicting each other.
