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INSURANCE PLANNING

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In a country where nearly anyone can prepare a tax return, it is the best method of judging the person's skill level by their credentials.

What is an Enrolled Agent? 

Enrolled Agent (or EA) is a type of tax advisor who is federally authorized by the IRS. Enrolled Agents represent taxpayers before the Internal Revenue

 

Service (IRS) for tax issues including audits, collections, and appeals. Credit: Wikipedia EA’s are considered America’s Tax Experts. Not all CPA’s specialize in income tax but you can be assured that all EA’s are income tax specialists as they are required to pass three exams covering the subject so you’ll be in good hands by seeking a Professional Tax Preparation from an EA.

At My Ally Tax & Accounting, our IRS enrolled agent are experts in tax laws and providing cutting edge tax advice for both personal and corporate clients. Our number one goal is to minimize your tax liability while maintaining strict compliance to the ever-changing tax rules and regulations. IRS rules get more complicated every year. This requires adjustments to what you file, but even more importantly to how you plan. Our experts constantly research the latest tax laws and understand the impacts to your tax and investment strategy. We ask the important questions to learn more than just what is printed on your W-2.

You need a partner like MY ALLY that not only creates your return, but reviews your financial health to ensure that your investment and tax strategies are aligned with your personal goals. 

 

 

As your partner, we craft and maintain a tailored strategy with you through our comprehensive array of services. We view your financial needs as a whole, working for your entire financial program, beginning with specific issues and goals. Our process is consultative and direct to find the right solution for you, at the right time

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