EAs (Enrolled Agents) and CPAs (Certified Public Accountants) are both knowledgeable tax professionals required to maintain high ethical standards and continuing education. 

The main difference is that EAs are specialized in taxation and are federally licensed by the US Department of Treasury. This is the highest credential issued by the IRS. CPAs are licensed by the state(s) of their choosing, and can be specialized in taxation and much more.

EAs, CPAs, and Attorneys are the only tax professionals with unlimited representation rights, meaning they can represent any client on any matter before the IRS. This is true even if they did not prepare the tax return.

Since EAs are federally licensed, they are recognized in all 50 states.

Although all three credentials can be tax professionals, you know you are getting a tax professional with an EA credential. Again, not all CPAs or Attorneys specialize in taxation. 

First, book a free consultation to determine the package and pricing best suited for you. 

After a price is quoted for the package(s), you will be sent a proposal to electronically sign. Once all the paperwork is done, we start taking care of you! 

The packages are a bundled deal, you will remain in the package and pricing that best suits your needs. No discounts will be calculated on services that you do not take advantage of in your package. 

Professional service prices depend on the complexity of your business or personal financials. After the free consultation and review of your records, a price will be determined based on your unique needs. 

If you’d like to add or remove a bonus service, we will issue a change order proposal for you to sign. The pricing will be readjusted per the change order and your new payment plan will begin on the next payment cycle.

Fixed monthly payment options are available for all packages. For the personal basic and better packages, monthly payments are only accepted during tax season (January-April).

When you sign the proposal to begin services, you will also enter your payment information for automatic monthly payments.

If monthly payments are over $500 a month, then you must do ACH payment. Anything below $500 a month is optional for card or ACH payment.

Yes, it can be and is for most clients! Our firm is located in Nebraska, but we serve multiple states. 

Meetings are held through zoom or phone calls, proposals are sent electronically, and our secure client portal safely shares documents. 

Our goal is to make every service as straightforward and convenient as possible, and being online helps make that happen!

No, it sure doesn’t! Being a licensed EA means recognition to represent in all 50 states.

Plus our firm offers fully online services which allows us to help clients all over the United States.

Your multiple businesses will be treated separately. A business package will be determined appropriately for each business. 

BUSINESS PACKAGES

ACCOUNTING/BOOKKEEPING

• Maintain an accurate set of books
• Reconcile with monthly statements
• Post necessary entries
• Provide financial statements

ANNUAL TAX PREPARATION

• File annual Income Tax Return for both business and personal
• This includes one state return for both business and personal

QUICK QUESTIONS

• Access to unscheduled quick questions asked through phone calls, text messages, or emails

PAYROLL & SALES TAX

• File monthly, quarterly, and annual payroll and sales tax returns to meet your business filing obligation

MISCELLANEOUS BUSINESS TAX FILINGS

• File any miscellaneous business tax compliance necessary to meet your business filing obligations

BUDGETING & FINANCIAL PROJECTION

• Maintain the budget by preparing budget vs. actual reports to review in meetings
• Provide financial projections to reach business and tax goals

BUSINESS ADVISING & PLANNING

• Meet every (quarter/month) to stay ahead on questions, best business practices, income strategies, budget review, financial status review, tax planning, and additional advising

TAX STRATEGY & PLANNING

• Prepare tax estimates and strategies to maximize tax savings and review estimates during meetings

PERSONAL PACKAGES

ANNUAL TAX PREPARATION

• File annual income tax return for personal 1040 only 
• This includes one state return

QUICK QUESTIONS

• Access to unscheduled quick questions asked through phone calls, text messages, or emails

TAX MEETING

• Meet to discuss the tax return, answer any questions, plan for the next tax year, discuss tax strategies, and additional advising

TAX STRATEGY & PLANNING

• Prepare tax estimates and strategies during the fall to maximize tax savings for the upcoming tax year

BONUSES

ADDITIONAL STATE RETURNS

• File additional annual State Income Tax Return to meet necessary filing requirements

ADDITIONAL TAX PLANNING

• Prepare additional tax estimates and strategies to maximize tax savings for the upcoming tax year

BUDGET ADVISING

• In addition to the included budget maintenance and projections on business packages, we will monitor spending and notifying the client when reaching limits.
• Update the client frequently on budget and spending habits to achieve goals

BUDGET DEVELOPMENT & ADVISING

• Develop a personal monthly budget, prepare budget vs. actual analysis reports, monitor spending, and notify the client when reaching limits.
• Update the client frequently on budget and spending habits to achieve goals

CHILD DEPENDENT TAX PREPARATION

• File annual Income Tax Return for a dependent child
• This preparation includes one state return

CRYPTOCURRENCY TRANSACTIONS

• Report cryptocurrency transactions on annual Income Tax Return for transactions exceeding 10 items to meet the necessary filing requirements

CUSTOM ADVISING

• Provide custom advising necessary to meet your business needs that is not already specified in the business package options

CUSTOM MAINTENANCE SERVICES

• Provide custom maintenance necessary to meet your business needs that are not already specified in the business package options

ENTITY STRUCTURE PLANNING

• Run tax analysis and scenarios to provide the client with educated options for selecting a business entity to best suit their needs and goals

PAY QUARTERLY ESTIMATES

• Prepare quarterly estimated tax payments and issue payments on behalf of the client for the upcoming tax year

SUCCESSION PLANNING

• Develop plans and strategies to best preserve the client’s legacy, and ensure a successful transition of assets and responsibilities

W-2 TAX & BENEFIT ANALYSIS

• Prepare tax and benefit analysis for the client to make educated decisions on their W-2 career
• This is beneficial for career changes, retirement or insurance changes, tax changes, etc.