Frequently Asked Questions
What's the difference between a tax preparer and a tax strategist?
A tax preparer files your return based on what already happened. A tax strategist helps you plan ahead so you pay less in the first place. I do both—but the strategy piece is where the real savings happen.
Do you work with clients outside of Texas?
Yes! I work remotely with U.S. taxpayers nationwide and internationally. As long as you're a U.S. taxpayer, I can help—no matter where you live.
What is an Enrolled Agent?
An Enrolled Agent (EA) is a tax professional licensed by the federal government to represent taxpayers before the IRS. Unlike CPAs or attorneys, EAs specialize exclusively in taxation and can represent you in audits, collections, and appeals.
How much does a consultation cost?
My initial consultations are paid sessions where we dig into your specific situation and start strategizing right away. You'll walk away with real value, not a sales pitch. Check my booking page for current pricing.