About Us

An Enrolled Agent (E A) is a person that has passed a series of tests and is now licensed by the US Treasury to prepare many kinds of tax returns for any client in the USA and most states.  A couple of states require more registering with them also.   

An E. A. is more communally known as a Tax Accountant, unlike a Certified Public Account

An Enrolled Agent (E A) is a person that has passed a series of tests and is now licensed by the US Treasury to prepare many kinds of tax returns for any client in the USA and most states.  A couple of states require more registering with them also.   

An E. A. is more communally known as a Tax Accountant, unlike a Certified Public Accountant (CPA) that is actually a financial accountant and licensed by a state organization in a state or states.  

Many CPAs and EAs do much of the same kind of work.

Enrolled Agents, like many other professions, are required to do 72 hours or continuing education every three years to renew their licenses.  Two hours of that must be done in the field of ethics and a minimum amount of hours of tax law courses must be completed each of those years by December.  

There are other ethical requirements in addition to the continuing education.  Anyone can find out if an enrolled agent is in good standing by contacting IRS.  https://www.irs.gov/tax-professionals/enrolled-agents

Denise received her  BBA degree in 

Accounting from the University of North Florida. She then went on to prepare for the enrolled agent's exam and passed it many years ago. 

Denise is also a US Army veteran and has done many kinds of accounting and taxes over the years. 

In year 2007 Denise was recruited by an American Legion to set up their

Denise received her  BBA degree in 

Accounting from the University of North Florida. She then went on to prepare for the enrolled agent's exam and passed it many years ago. 

Denise is also a US Army veteran and has done many kinds of accounting and taxes over the years. 

In year 2007 Denise was recruited by an American Legion to set up their nonprofit organization because they needed a tax accountant that was also a veteran. This is when she started doing a lot of non-profit organization tax and accounting work. 

Denise has also done a lot of other kinds of tax and accounting work for various other business types such as HOA organizations, S- corporations, C- corporations, Partnerships/LLCs, Individuals, and NonProfit Organizations. This includes many kinds of industries, accounting systems and accounting software. 

The most popular software used by small businesses for the past 10 years or so is QuickBooks.  Denise became a QuickBooks ProAdvisor in year 2018.  

$125 for your first month of Accounting/ Bookkeeping service (limited to 2 hours)

Every year we encounter new clients that need to get their tax returns prepared but do not have any financial statements prepared yet. This creates a big delay in tax filing and then sometimes also a corresponding delay in other financing activities.

Since bo

$125 for your first month of Accounting/ Bookkeeping service (limited to 2 hours)

Every year we encounter new clients that need to get their tax returns prepared but do not have any financial statements prepared yet. This creates a big delay in tax filing and then sometimes also a corresponding delay in other financing activities.

Since bookkeeping/ accounting projects can take various amounts of time to do depending on many factors, it is difficult to make an estimate of the cost to do all the work.  

In an effort to remedy this situation we are offering $125 for the first month of accounting/ bookkeeping service for each new client.  Therefore, you can try out the service for a small initial fee and then we would have a better idea of how many hours it would take per month, quarter, or year to do the entire project. 

If you have only been in business for one month this would be a perfect deal for a new business or other organization!