Frequently Asked Questions
What differentiates your firm from competitors?
Brian is both a Tax Attorney and Enrolled Agent, uniquely qualified to represent clients at all levels of the IRS, including U.S. Tax Court. With advanced tax degrees and over a decade of teaching tax at the university level, he explains complex tax issues in a way clients can understand. → Contact us today to see how this expertise can help you.
What is the 'Thank You Credit in Honor of Service'?
We proudly offer a standing 20% credit for W‑2 employees in public service roles, such as teachers, military, first responders, and healthcare workers. → Learn more on our Thank You Credit page.
I’m being audited by the IRS. What should I do?
Do not ignore the notice. We represent clients in audits, appeals, and Tax Court. Contact us immediately so we can protect your rights and resolve the issue. → Schedule a consultation today.
I only have a W 2. Do you work with individuals?
Yes. We prepare all types of returns, from simple W‑2 filings to complex multi-state and investment income returns. → See our Pricing Page for details.
I’m not comfortable using technology. Can we meet in person?
Yes. While we serve most clients remotely through our secure portal, local clients may request in-person meetings. → Contact us to discuss the best option for you.
I don’t live in Florida. Can you still help me with my taxes?
Yes. As an Enrolled Agent and U.S. Tax Court practitioner, Brian can represent clients in all 50 states. → Get started with our secure online process.
Do you prepare state tax returns?
Yes. We file returns for all states with income tax requirements, ensuring full compliance for multi-state filers. → Ask us about your specific state.
Do you handle prior-year or amended returns?
Yes. We frequently prepare amended (1040X) and prior-year returns to correct errors or help clients get caught up with the IRS.
How much do your services cost?
We provide flat-fee pricing for tax returns, representation, and bookkeeping. → See our Pricing Page for full details. Many clients qualify for the 20% Thank You Credit.
Can you represent me if I don’t live in New Mexico or Florida?
Yes. Brian’s Enrolled Agent and U.S. Tax Court credentials authorize nationwide representation. → Contact us to see how we can help wherever you are.
Do you offer bookkeeping without tax services?
Yes. Bookkeeping packages can be purchased as standalone services or bundled with tax preparation for added savings.
Do you provide free consultations?
Yes. We offer a free initial consultation to review your tax or bookkeeping needs and explain your options. → Schedule your consultation today.
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