Skip to main content
The Enrolled Agent Concierge
The Enrolled Agent Concierge
Peace of Mind Always
  • Book Your Free Consultation

    We're your trusted experts with all things Tax & Tax Representation.


    Law Firm Banner Image

  • Professional Tax solutions for every situation.

    From small business tax consultations to tax expert witness services, Enrolled Agent Concierge offer tailored solutions to meet your unique tax needs.


    Consult with us
    Law Firm Banner Image

Do what's right, committed to excellence.

Sleeping Sound At Night Just One Consultation Away!

Every Person Who We Work With Has a Unique Story

Our mission
Our vision
Our values
Our mission

To empower High Net Worth/Ultra High Net Worth (UNW/UHNW) 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


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.



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 clients, 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 just like your experience with your doctor in concierge medicine.


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


How Does It All Work?

With us as your dedicated tax partner, you’ll have the confidence of knowing every structure, every decision, and every opportunity has been optimized to protect and grow your wealth.
You’ll stop leaving the IRS a tip. You’ll gain more control over your financial future. And you’ll pass on more than just money; you’ll pass on a lasting legacy.

Discovery Call

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


Tax Advisory Consultation

Protect More. Grow More. Keep More

Your wealth didn’t happen by accident and neither should your tax strategy.


The Problem:

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.

Our Solution

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’s what that 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.

The Result

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.


And did we mention?

  1. Guaranteed Responsiveness! – Receive responses from me within 48 hours, or your next month of service is free of charge! (subject to terms & conditions)


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.

Schedule Your Private Tax Strategy Consultation — and find out exactly how much more you could be keeping.

Schedule a Free Consultation today!


Book Your Free Consultation Today!

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.