Questions? We Have Answers.

Your return is prepared and reviewed by experienced HWM's contracted or employed Enrolled Agents (EA), federally licensed tax professionals who specialize in tax law and IRS representation.

An Enrolled Agent is licensed by the U.S. Treasury to represent taxpayers before the IRS and is required to complete ongoing tax‑specific continuing education each year.

CPAs are licensed by individual states and trained broadly in accounting, audit, and tax, while Enrolled Agents focus exclusively on federal taxation and IRS procedure. For tax preparation and IRS matters, an EA is often the most specialized choice.

You typically need a CPA when you require audited, reviewed, or compiled financial statements, formal assurance work for lenders or investors, or complex GAAP financial reporting in addition to tax work. We work with several reputable CPA firms and would be glad to make a recommendation.

We work primarily with individuals, business owners, real estate investors, and high‑income professionals who value proactive, year‑round tax planning.

We do both. We handle annual tax preparation and provide proactive planning to reduce future tax liabilities and align with your broader financial and business goals.

Yes. As Enrolled Agents, we have full rights to represent you before the IRS for audits, collections, and appeals.

Yes. We prepare and advise on entity returns, including LLCs, S corporations, C corporations, and partnerships, and help coordinate owner‑level tax implications.

We use a secure, professional‑grade cloud platform designed for tax professionals to collect documents, share reports, and manage your returns efficiently.

You'll receive a secure portal link where you can upload documents, complete questionnaires, and e‑sign engagement forms without emailing sensitive information.

Your data is stored in encrypted systems with role‑based access, secure transmission, and regular security updates consistent with professional tax‑industry standards.

Yes. Because Enrolled Agents are federally licensed, we can work with clients and represent them before the IRS regardless of where they live.

Fees are typically based on the complexity of the return and the scope of planning or advisory work, and we provide clear estimates upfront before any work begins.

We offer an initial consultation to understand your situation, confirm fit, and outline scope and pricing before you decide to move forward.

Prior‑year tax returns, current‑year income and deduction tax related documents, business or rental information (if applicable), and a brief summary of any major life or financial changes.

Yes. We regularly advise on rental and short‑term rental structures, depreciation, cost segregation coordination, and entity selection for real estate investors.

Absolutely. With your permission, we collaborate with your advisory team to align tax planning with investment, estate, and business strategies.

No. We are available year‑round for planning, projections, and IRS notices so you can make tax‑smart decisions before deadlines, not after.