Frequently Asked Questions

An Enrolled Agent is a tax professional federally licensed by the IRS with unlimited rights to represent taxpayers before the IRS for audits, collections, and appeals. While CPAs are licensed at the state level and cover a broad accounting scope, an EA's authority is focused specifically and entirely on taxation.

We work with small and mid-market business owners, self-employed professionals and high earners, real estate investors, and individual investors and portfolio clients. If you have a complex tax situation or need a financial partner who can connect tax, investments, and operations, we can help.

No. We're based in Austin, Texas, but as a federally licensed Enrolled Agent practice we serve clients nationwide. Most engagements are handled remotely through secure portals and video calls.

A Fractional CFO gives growth-stage businesses senior financial leadership without a full-time hire. That includes cash flow forecasting, pricing and margin analysis, board and investor reporting, KPI dashboards, and building out the financial systems and ERP architecture your business needs to scale.

Yes. As an Intuit Silver Partner, we handle QuickBooks Online setup, migration, and optimization, as well as NetSuite ERP implementation, chart-of-accounts design, and custom reporting.

Our investment advisory is independent and tax-aware. We build portfolios that consider your full tax picture, using equities, ETFs, alternative assets, digital assets, and commodities, and review them on an ongoing basis. Advisory services are not affiliated with any broker-dealer.

The easiest way is to book a free 30-minute discovery call. We'll discuss your situation, what you're trying to achieve, and whether we're the right fit — no obligation.