Over 15 years of experience helping individuals and businesses navigate the tax system with confidence. Accurate, reliable, and personalized service.
With over 15 years of experience in tax preparation and representation, I am committed to providing accurate, reliable, and personalized tax services to individuals and businesses.
As an Enrolled Agent (EA) — a federally licensed tax professional authorized to represent taxpayers before the Internal Revenue Service (IRS) — I bring extensive knowledge of tax laws, compliance requirements, and strategic tax planning to every client relationship.
“My goal is simple: to make the tax process clear, efficient, and stress-free while helping clients keep more of what they earn.”
Years Experience
Accurate and thorough preparation of individual income tax returns, with a focus on maximizing credits and deductions while maintaining full compliance.
Comprehensive tax services for sole proprietors, partnerships, corporations, and LLCs, including tax planning strategies designed to support long-term business growth.
Professional representation before the IRS. If you receive a notice or face an audit, you won't have to face it alone — I advocate on your behalf and guide you through the entire process.
Need to correct or update a previously filed return? I handle prior year amendments to ensure accuracy and compliance with IRS requirements.
Below is a general list of documents you may need to provide. Not all documents will apply to every taxpayer.
Social Security Numbers (or ITINs) for yourself, your spouse, and any dependents
Dates of birth for all individuals listed on the tax return
A valid government-issued photo ID
A copy of last year’s tax return (for new clients)
Bank account and routing numbers (for direct deposit of refund or payment processing)
W-2 forms (Wage and Salary Income)
1099-NEC (Nonemployee Compensation)
1099-MISC (Miscellaneous Income)
1099-K (Payment Platform Transactions)
1099-INT (Interest Income)
1099-DIV (Dividend Income)
1099-B (Stock or Investment Sales)
1099-R (Retirement Distributions)
SSA-1099 (Social Security Benefits)
1099-G (Unemployment Income)
Rental income records
Schedule K-1 forms (from Partnerships, S-Corporations, Estates, or Trusts)
Mortgage Interest Statement (Form 1098)
Property tax statements
Closing Disclosure (if you purchased or sold property during the year)
Home improvement records (if related to a property sale)
Rental property income and expense records
Childcare expenses and provider’s EIN or SSN
Education expenses (Form 1098-T and tuition statements)
Student loan interest (Form 1098-E)
Medical expense records
Health Insurance Form 1095-A (Marketplace coverage)
Charitable donation receipts
Retirement contributions (IRA contributions)
Energy-efficient home improvement documentation
Child Tax Credit or dependent care documentation
EIN Confirmation Letter
Prior year business tax return
Entity formation documents (for new businesses)
1099-NEC received
1099-K
Sales reports (POS reports, Stripe, Square, etc.)
Gross receipts summary
Business bank statements
Accounts receivable reports
Office supplies
Rent or lease payments
Utilities
Internet and phone bills
Insurance premiums
Advertising and marketing expenses
Vehicle expenses (mileage log or actual expense records)
Travel and meal expenses (with supporting documentation)
Contract labor payments
Payroll reports (if applicable)
Software subscriptions
Equipment purchases
Inventory records (beginning and ending inventory)
Equipment purchase receipts
Vehicle purchase documents
Section 179 asset documentation
Depreciation schedules (if applicable)
W-2 forms issued to employees
1099-NEC forms issued to contractors
Payroll tax filings (Forms 941, 940, and applicable state reports)
Estimated tax payments made (federal and state)
IRS notices received
PPP or other loan documentation (if applicable)
Business loan interest statements
An Enrolled Agent is a federally licensed tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. EAs must pass a rigorous three-part exam and complete continuing education requirements annually.
I prepare personal income tax returns (federal and state), business tax returns for sole proprietors, partnerships, S-corporations, C-corporations, and LLCs, as well as prior year amendments.
As an Enrolled Agent, I am authorized to represent you before the IRS. I will handle all communications, prepare your case, and advocate on your behalf throughout the entire audit or notice resolution process.
You can submit documents securely through our file upload portal on this website, bring them to our office in person, or email them to ryan282010@gmail.com. Please refer to the Document Checklist section for a complete list of what you may need.
Turnaround time depends on the complexity of your return and the completeness of documents provided. Most individual returns are completed within 3–5 business days. Business returns may take 5–10 business days.
Yes! I work with clients both locally in the Coral Springs, FL area and remotely. You can securely upload your documents and we can communicate via phone, email, or video conference.
Fees vary based on the complexity of your return. I provide a transparent quote before beginning any work. Contact me for a free initial consultation to discuss your needs.
Absolutely. Whether you need to file a return from a previous year or amend a previously filed return, I can help ensure everything is accurate and up to date with the IRS.
4451 NW 105th Terrace Coral Springs, FL 33065
(954) 297-8046
ryan282010@gmail.com
Mon – Fri: 9:00 AM – 6:00 PM Sat: By Appointment Sun: Closed