Tax Preparation

Check your Federal Tax refund status at – Where’s My Refund?

Peter Miralles, CFP®, EA

Along with his tax experience, Peter is also an Enrolled Agent (EA). An EA is the highest credential awarded by the IRS. Peter attained the EA credential by passing a three-part comprehensive IRS test which covered individual and business tax returns. An EA status must follow ethical standards and complete 72 hours of continuing education every three years. This IRS credential is recognized in all 50 states and, as a federally licensed tax practitioner, the EA may represent taxpayers before the Internal Revenue Service.

Our Mission is to offer individual tax planning services to save you time, stress, and money. Tax reform in Washington DC is a normal part of life. We strive to keep abreast of tax law changes to minimize your tax liability by maximizing your deductions and credits.

Our tax services include the following:

  • Tax return preparation
  • Quarterly estimated tax calculations
  • Year-end tax projections
  • Representation and management of tax notices and audits
  • Retirement plan strategies
  • Utilization of federal and state tax credits

Our value proposition is to provide comprehensive tax, retirement, and investment consulting from industry experts.

Please contact us to inquire about letting us help you with your taxes!