Services

Taxes, books, payroll and the IRS.

What we do, explained in plain words. Open the drawer that fits your situation, or call us and we will point you to the right one.

Open a drawer

You & your familyPersonal tax returns

Drawer 1 You & your family

For individuals and families

Individual taxes

We prepare and file your federal income tax return, and any other returns that apply to you.

What’s inside
  • W-2 employees, retirees and independent contractors
  • Families with dependents
  • Prior-year returns that still need to be filed
Tax season checklistWhat to bring to your appointmentSend your documentsThrough Intuit Link, our client portal
Your businessTaxes, books and payroll

Drawer 2 Your business

For business owners

Business taxes

We prepare and file tax returns for your business. Tell us how your business is set up and we will confirm which returns apply.

What’s inside
  • Sole proprietors and single-member LLCs
  • Partnerships and corporations
  • Self-employed professionals
For small and growing businesses

Bookkeeping

We keep your books organized and up to date, so your numbers are ready when you need them and you always know where your business stands.

What’s inside
  • Monthly or periodic bookkeeping
  • Organized records for tax time
For businesses with employees

Payroll

We run payroll on schedule and handle the payroll tax filings that go with it, so your team is paid correctly and on time.

What’s inside
  • Regular payroll runs
  • Payroll tax filings
You & the IRSAudits, letters and tax debt

Drawer 3 You & the IRS

When the IRS audits your return
EA

IRS audit representation

An audit letter does not have to mean panic. As an Enrolled Agent, Yulie can represent you before the IRS, with your authorization.

What’s inside
  • Review of the IRS notice
  • Representation before the IRS
  • Help preparing your documents
When you owe more than you can pay at once
EA

Payment plans

The IRS offers payment plans, also called installment agreements, for taxpayers who cannot pay in full right away.

What’s inside
  • Review of what you owe
  • Help applying for a payment plan
Settling tax debt for less, when you qualify
EA

Offer in Compromise

An Offer in Compromise lets some taxpayers settle their tax debt for less than the full amount owed. The IRS accepts it only for people who qualify.

What’s inside
  • Review of whether you may qualify
  • Preparing and submitting the offer
Got an IRS letter?Find your notice and what it means

Not sure which drawer?

Tell us what’s going on. We’ll find the right folder together, in English or Spanish.

Call (305) 316-3845
Why an Enrolled Agent

Most preparers can file your taxes. Fewer can stand next to you with the IRS.

Enrolled Agents are licensed by the IRS and have broad representation rights before it. Here is how that compares with preparers who have no IRS credential.

Preparers without an IRS credential
  • Prepare and file your returnYes
  • IRS license after a three-part examNo
  • Represent you in an auditNo
  • Collections, payment plans, Offer in CompromiseNo
  • Continuing education every yearNot always
Represents you before the IRSNo
AvivasEnrolled Agent
  • Prepare and file your returnYes
  • IRS license after a three-part examYes
  • Represent you in an auditYes, with your authorization
  • Collections, payment plans, Offer in CompromiseYes
  • Continuing education every yearYes
Represents you before the IRSYes
AvivasEnrolled Agent
No credentialAvivas
  • Prepare and file your returnYesYes
  • IRS license after a three-part examNoYes
  • Represent you in an auditNoYes
  • Collections, payment plans, Offer in CompromiseNoYes
  • Continuing education every yearNot alwaysYes
Represents you before the IRSNoYes

Compares Enrolled Agents with tax preparers who hold only a PTIN. CPAs and attorneys also have broad representation rights before the IRS, and some Annual Filing Season Program participants have limited rights. Source: IRS. General information, not advice for your situation.