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The Enrolled Agent Concierge
The Enrolled Agent Concierge
Peace of Mind Always

  • Stop Overpaying the IRS!
    Work with a Tax Firm That Responds To You in 48 Hours Guaranteed!

    When you run a growing business, the last thing you need is a tax advisor who disappears after tax season.
    You deserve proactive guidance, clear answers, and a partner who protects your profits year-round now!


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  • We're Your Trusted Experts With All Things Tax & Tax Representation.

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Why Choose Enrolled Agent Concierge?



Our mission
Our vision
Our values
Our mission

Every year, thousands of people lose hours stressing over receipts, forms, and confusing tax rules. You shouldn’t have to face that alone. When you work with a trusted tax professional, you get more than someone who files forms, you get a partner who helps you make sense of it all.

My approach is built on clarity, communication, and care. I’ll walk you through every step, explain your options clearly, and make the process smooth and stress-free, whether you’re filing for yourself, your business, or planning ahead for next year.

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Our vision

To be the premier financial concierge for High Net Worth/Ultra High Net Worth business owners, known for our relentless dedication, personalized service, and ability to unlock financial potential through data-driven insights and proactive tax strategies.



Our values

  • Client-Centric Service – We prioritize our clients' success above all, delivering tailored solutions that reflect their unique needs and goals.

  • Integrity and Transparency – We believe in honest communication, clear financial guidance, and ethical practices that build lasting trust.

  • Excellence and Expertise – We strive for the highest standards in tax and financial advisory, continuously improving our knowledge and services.

  • Proactive Problem-Solving – We don’t just react to financial challenges; we anticipate them, ensuring our clients are always prepared.

  • Personalized Attention – We limit our client base to provide the time, focus, and dedication that every business deserves.



Tax Season Doesn’t Have to Be a Headache

Stop stressing over receipts and rules. Get expert help to file fast, stay accurate, and keep your peace of mind.

High-income earners and successful entrepreneurs often discover the truth the hard way: the default tax system isn’t designed for you; it’s designed to take from you. Most tax preparers just record history. They hand you a bill for the past year instead of building a forward-looking strategy that protects your wealth and keeps more of it in your hands.

Drowning in paperwork?
Drowning in receipts and forms?


Frustrated with High Taxes?
Give Me My Free Consultation!

We Offer The Solutions You Need!

We give High-Net-Worth and Ultra-High-Net-Worth clients what they truly need: a sophisticated, proactive tax partner who plays offense, not defense.

Here is What it looks Like:

Comprehensive Tax Strategy & Planning

Every deduction, credit, and structure available under law optimized for your specific holdings, investments, businesses, and legacy goals.

Ongoing Advisory & Scenario Planning

Guidance year-round, not just during tax season. We monitor, adjust, and anticipate so you never leave money on the table.

Full-Service Compliance & Filing

White-glove preparation, filing, and compliance so you meet every deadline flawlessly and without stress.

Strategic Tax Optimization for Wealth Preservation

Advanced strategies to protect assets, minimize capital gains, and structure your affairs for generational wealth transfer.

From Overwhelmed to Overjoyed

You’ll have complete confidence that your tax burden is minimized, your structures are optimized, and your wealth is positioned to grow and last. No surprises. No scrambling. No leaving the IRS a tip.

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Sleep Easy at Night!
Tax season, handled.
Filing made simple, finally.

Stress-Free Tax Planning, ​Guaranteed!


Guaranteed Responsiveness

Receive responses from me within 48 hours, or your next month of service is free of charge!

Schedule a Free Consultation today

We've Made Tax Simple For You

  •  By making an appointment today, you’ll get expert guidance tailored to your situation, and as a bonus, our free eBook walks you through organizing your documents, maximizing deductions, and filing confidently. It’s the first step toward peace of mind and financial clarity.

Consult With Us

Book Your Tax Consultation

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IRS Circular 230 Disclaimer:Any tax advice contained in this communication was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any tax-related matter.

      • Client-Centric Service – We prioritize our clients' success above all, delivering tailored solutions that reflect their unique needs and goals.
      • Integrity and Transparency – We believe in honest communication, clear financial guidance, and ethical practices that build lasting trust.
      • Excellence and Expertise – We strive for the highest standards in tax and financial advisory, continuously improving our knowledge and services.
      • Proactive Problem-Solving – We don’t just react to financial challenges; we anticipate them, ensuring our clients are always prepared.
      • Personalized Attention – We limit our client base to provide the time, focus, and dedication that every business deserves.