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The Enrolled Agent Concierge
The Enrolled Agent Concierge
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Do what's right, committed to excellence.

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Every Person Who We Work With Has a Unique Story

Our mission
Our vision
Our values
Our mission

To empower business owners with financial clarity, strategic tax planning, and peace of mind, transforming complex financial challenges into clear paths for growth and success. We are committed to providing personalized, white-glove service that builds lasting partnerships and drives long-term business success


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Our vision

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



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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.




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Why Choose Us?

At The Enrolled Agent Concierge, we understand that your business deserves more than just routine bookkeeping and tax preparation. You need a strategic financial partner who can provide personalized guidance and proactive support. Here’s why business owners choose us:

  • Exclusive Client Focus – We limit our client base to just 20 businesses, ensuring you receive the dedicated attention, personalized service, and strategic insights that large firms simply can’t offer.

  • White-Glove, High-Touch Service – We offer hands-on, concierge-level support, meaning you’re never just another account. We invest the time to truly understand your business and provide customized solutions.

  • Experienced Financial Leadership – With over a decade of tax and financial expertise, including firsthand experience in eCommerce, CPG, and food & beverage industries, we know how to solve the unique financial challenges your business faces.

  • Proactive Tax Planning – We don’t just handle taxes; we proactively strategize to reduce your tax burden, improve cash flow, and boost profitability.

  • Personalized Financial Roadmaps – From cost optimization to cash flow forecasting, we provide tailored strategies that align with your business goals.

  • Comprehensive, Year-Round Support – We’re your trusted financial guide, offering unlimited access via email, text, client portal, and a dedicated phone number, so you always have a direct line to your financial expert.


Experience the difference a dedicated financial partner can make. Let’s build a financially stronger business together.


How Does It All Work?

We make the process of partnering with a dedicated CFO simple and effective, ensuring you gain the financial clarity and strategic insight needed to grow your business.

Discovery Call

Schedule a complimentary consultation to discuss your financial challenges, goals, and opportunities.


Virtual CFO Consultation

  1. Deep Dive Financial Assessment – We review your financial statements, cash flow, and business metrics to identify strengths, weaknesses, and opportunities.

  2. Custom Financial Roadmap – Receive a tailored financial plan designed to boost profitability, reduce costs, and streamline cash flow.

  3. Ongoing, High-Touch Support – Enjoy proactive guidance, regular check-ins, and unlimited direct access to your dedicated CFO.

  4. Proactive Tax Advisory Services- Your tax needs change as your business grows. Let us be your on demand tax advisor where all tax preparation, filing, compliance and strategy services are included!

  5. Guaranteed Responsiveness – Receive responses within 48 hours, or your next month of service is free.


Tax Resolution Consultation

Facing IRS issues can be stressful, but it doesn’t have to be. Here’s how we make the process straightforward and stress-free:

  1. Free Case Assessment – Share your IRS notice or tax challenge with us. We’ll assess the situation and outline your options.

  2. Personalized Resolution Plan – We create a custom strategy to resolve your tax issue quickly and efficiently.

  3. Direct IRS Representation – We handle all communications with the IRS, taking the burden off your shoulders.

  4. Ongoing Support and Monitoring – We track your case progress and keep you informed every step of the way.

  5. Long-Term Tax Peace of Mind – We provide ongoing tax planning and compliance support to prevent future issues.


Get in touch with us.

Don’t Let Tax Problems or a lack of financial clarity hold you and/or your business back!

Schedule a Free Consultation today!


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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.