Welcome

 

​We are a client focused financial services consulting firm.

 

Founded in 2005, we provide tax and financial management services to individuals and businesses in a variety of industries.  Our founder has an MBA in Finance and is an Enrolled Agent authorized to practice before the IRS. He has extensive experience developing and managing small business and assisting small business owners. 

 

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before

 

Transtax leverages our founders knowledge and expertise to  meet each client's specific needs in planning for the future and in achieving their goals in an ever-changing financial and regulatory environment.

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You can look to Transtax Associates for the following services;

• Tax Planning and Return preparation;

• Financial Services including cash management;

• Representation before the IRS and  other Government authorities;

• Wealth management.