FAQ
Frequently Asked Questions
Straight answers about tax planning, tax preparation, Enrolled Agents and bookkeeping. For advice on your situation, book a consultation.
These are the tax questions McAllen business owners ask us most often. If your question is not listed, send us a message and we will answer it directly.
Your tax questions about planning and preparation
What tax services do you offer?
We provide tax planning and strategy, business and individual tax preparation and bookkeeping, with a focus on real estate, healthcare and logistics businesses.
How do I know if I need tax planning?
If your business is profitable, you own multiple entities or investment property, or you have been surprised by your tax bill, planning is likely worth discussing. It is especially useful before major decisions such as buying property, equipment or another business.
What is the difference between tax preparation and tax planning?
Tax preparation reports a completed year. Tax planning happens during the year and shapes decisions so the eventual return reflects a deliberate strategy.
What documents do I need for tax preparation?
Usually W-2s, 1099s, K-1s, prior-year returns, business financial statements, records of asset purchases and sales, mortgage and property tax statements, and estimated payments. We send a complete checklist.
How much do your services cost?
Fees depend on complexity and scope. After an initial consultation we provide a clear proposal and engagement agreement.
When should I start working with a tax advisor?
Ideally year-round, and always before major financial decisions. Many planning opportunities must be in place before December 31.
Tax questions about Enrolled Agents
What is an Enrolled Agent (EA)?
An Enrolled Agent is a tax practitioner federally authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. EAs specialize in federal taxation.
How is an Enrolled Agent different from a CPA?
CPAs are licensed by state boards and often focus on broader accounting and auditing; Enrolled Agents are authorized at the federal level and focus specifically on tax. Choose based on the expertise you need.
How does someone become an Enrolled Agent?
By passing a comprehensive three-part IRS examination on individual taxation, business taxation and representation (or through qualifying experience as a former IRS employee), passing a background check, and completing continuing education to maintain the credential.
Do you work with clients outside McAllen?
Yes. We serve the whole Rio Grande Valley and work with business owners across Texas through in-person and virtual meetings.
Tax questions about bookkeeping and accounting
What bookkeeping services do you offer?
Transaction categorization, bank and card reconciliations, monthly financial statements, payroll coordination, QuickBooks setup and cleanup, and year-end close.
Do you work with QuickBooks?
Yes. We work with QuickBooks and other common accounting platforms.
How do you keep my information secure?
We use encrypted, access-controlled systems for client documents and never ask you to send sensitive data through unsecured email or web forms.
Do you work with individuals as well as businesses?
Yes, although our planning practice is focused on business owners and investors, including their personal returns.
Where can I verify an Enrolled Agent’s credential?
The IRS explains the Enrolled Agent credential on its Enrolled Agent page, and its guide to preparer credentials compares EAs, CPAs and other preparers.
Still have tax questions?
Every business is different, and general answers can only go so far. If you have tax questions about your own entities, a planned purchase or a notice you received, book a consultation. We will review your situation, explain your options in plain language and tell you what an engagement would include.
For official guidance, the IRS maintains a resource center for small businesses and the self-employed.
Still have questions?
Book a consultation or call us. We are happy to explain how we would approach your situation.