Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

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Donald Brown, EA, MBA

 

Donald Brown, EA, MBA

Credentials & Services

Bachelor of Science Accounting Degree – Liberty University ’13

Masters of Business Administration (MBA) with Cognate in Accounting – Liberty University ’15

Enrolled Agent – Enrolled agents (EAs) are America’s Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

Tax Services – Representation and Tax filing for Individuals, Corporations, Trusts, State, Sales, Franchise, and Unemployment Taxes.

Reporting Agent – Reporting Agents (RAs) are companies (not individuals) that perform payroll services for other businesses. Make federal tax deposits (FTDs) and other federal tax payments (FTPs), including using the Electronic Federal Tax Payment System (EFTPS).

Registered Agent – A Registered Agent is a person designated to officially receive and send legal papers on behalf of a business entity, such as a limited liability company (LLC) or a corporation. The registered agent is registered with the state in which the LLC or corporation is established.

Certified Acceptance Agent – Authorized by the IRS assist alien individuals and other foreign taxpayers who are not eligible to obtain a SSN with applying for an Individual Taxpayer Identification Number (ITIN).

Business Consulting – 20 years of experience as a Restaurant Manager.   Services for small business formations, organizations, taxation, structure, and operations.

QuickBooks Advisor – Certified QuickBooks Pro Advisors are experts who have been tested and certified by Intuit on a range of QuickBooks products.

Professional Organizations

NATP – National Association of Tax Professionals

NAEA – National Association of Enrolled Agents

AICPAAmerican Institute of Certified Public Accountants

NSA – National Society of Accountants

 

 

 

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Jeff Smyth, EA

Credentials & Services

  • Enrolled Agent: Enrolled to represent clients before the IRS
  • Masters of Business Administration, Finance and Management
  • Bachelor of Science in Chemical Engineering
  • Professional experience in: Accounting, Budgeting, Strategic Planning, Finance, Cost Analysis, Financial and Administrative Management, Internal Controls, Insurance, External & Internal Audit, Tax Preparation & Planning
  • Sr VP Finance, Chief Financial Officer, and/or Controller for two public and four private companies

 

Autumn Wheat

Lead Tax Preparer

  • Registered with IRS/PTIN
  • CCH Tax Prep Course
  • Corporate Tax Returns
  • S-Corp Tax Returns
  • Franchise Tax
  • Individual Tax Returns
  • Amended Tax Returns

 

 

Wendy Alvarez

Wendy Alvarez

Bilingual Tax Preparer

  • Registered with IRS/PTIN
  • CCH Tax Prep Course
  • EA Exam Course Part 1
  • Bookkeeper
  • W-7/ITIN Processor

 

 

 

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Shannon Howard

  • Registered with IRS/PTIN
  • Registered Tax Return Preparer
  • Bookkeeper
  • CCH Tax Prep Course
  • Currently pursuing a Bachelors of Business Management with a minor in Accounting