We don't just file your returns—our Enrolled Agents hold unlimited statutory authority to stand between you and the IRS. Proactive tax architecture, Take Two™ forensic reviews, and concierge bookkeeping.
Strategic Capabilities
Four high-stakes advisory disciplines engineered for high-income families, medical practices, and Texas business owners who require proactive strategy over reactive filing.
Proactive quarterly advisory to systematically trim liabilities, benchmark officer salaries, and eliminate April surprises.
Unlimited statutory representation rights before IRS examiners, appeals officers, and collections nationwide under Circular 230.
Line-by-line second look at your prior 1 to 3 years of filed tax returns to recover missed deductions and claim missed refunds.
QuickBooks Online Pro Certified monthly reconciliations, accurate closes, and clean financials that banks and investors respect.
Everyday Practice Services
In addition to complex tax controversy and federal representation, our Southlake team manages everyday filings, monthly bookkeeping, and compliance for families and growing companies.
Comprehensive personal return filing, capital gains optimization, RSUs/ISOs, real estate schedules, and multi-state filings.
Meticulous preparation for S-Corporations (1120-S), Partnerships (1065), and C-Corps (1120) with maximized pass-through credits.
Bank and credit card reconciliations, balance sheet review, and real-time QuickBooks Online management tailored to your industry.
Quarterly payroll tax filings, annual W-2 and 1099 distribution, reasonable wage benchmarking, and worker classification guidance.
Accurate Texas Comptroller franchise filings, PIR submissions, and state/local sales tax compliance to avoid state penalties.
Guidance on selecting the right entity (LLC, S-Corp, Partnership), EIN acquisition, and initial tax elections from day one.
More than 90% of business and high-income returns prepared by retail franchises or volume software miss statutory deductions, overlook depreciation elections, or botch pass-through credits.
The Take Two Review™ is our forensic second-look audit. We inspect your prior 1 to 3 years of filed federal and state returns line-by-line. When substantial recoveries are found, we prepare and execute amended returns (Form 1040-X / 1120-S) to reclaim your money directly from the Treasury.
Uncovering accelerated write-offs and repair-vs-capitalization deductions that were ignored.
Maximizing Section 199A and owner benefit deductions that general preparers left behind.
Eliminating erroneous Texas franchise tax allocations and multi-state tax leakage.
Identifying retroactive energy, research, and family credits eligible for cash refunds.
"Kelly caught depreciation and vehicle deductions my previous CPA missed for three consecutive years. The amended returns paid for their services ten times over."
Statutory Practice Rights
Unlike retail software preparers or generalist CPAs focused solely on annual reporting, our Enrolled Agents hold full statutory power to represent you in all IRS examinations, appeals, and collections.
We review third-party 1099/W-2 mismatches, submit documented rebuttals, and neutralize erroneous IRS computer assessments.
Immediate intervention to stop bank levies, pause wage garnishments, and negotiate installment agreements or penalty abatements.
Petitions to remove failure-to-file and failure-to-pay penalties using IRS administrative relief and statutory reasonable cause.
Credentialed Authority
Meet the federally authorized practitioners and accounting professionals who manage and defend your returns.
"When an examination letter from the IRS arrives, you don't need a retail software form-filler. You need a licensed federal advocate who commands the Internal Revenue Code and will represent you directly without fear."
"Tax strategy fails when bookkeeping is done once a year in a panic. We engineer clean, monthly financial rhythms so Texas operators always know their true numbers and exact tax liability."
Our leadership is reinforced by experienced accounting specialists—Karen Offill, Sherlene Hipolito, and Sasha Torres—ensuring responsive communication, accurate reconciliations, and meticulous document review.
Sector Expertise
Select your industry to explore the tailored tax structures, depreciation mechanisms, and compliance shields we deploy.
The Practice Difference
Three systemic problems that emerge when high-income families and business owners outgrow seasonal preparers.
General preparers only calculate your tax bill after the year has ended—when it's too late to implement any legal reduction strategies.
Quarterly proactive planning, mid-year tax projection modeling, and active year-end deduction acceleration.
When an IRS notice or CP2000 arrives, retail software and seasonal filers leave you to face federal examiners completely alone.
Unlimited Circular 230 representation. Our NTPI Fellows step in with Form 2848 to defend your rights directly.
Bookkeepers who don't understand tax law create disorganized ledgers, while tax preparers charge high hourly fees to clean up the mess.
Unified monthly QBO bookkeeping synced with your quarterly estimated tax calculations for clean, audit-proof books.
Client Validation
Real feedback from Southlake business owners, medical professionals, and Texas families whose returns we plan, prepare, and defend.
Clear Answers
Straight answers on federal licensure, audit defense, fee transparency, and onboarding.
An Enrolled Agent (EA) is a federally authorized tax practitioner empowered directly by the U.S. Department of the Treasury. While CPAs are licensed state-by-state primarily for auditing and financial reporting, Enrolled Agents specialize exclusively in federal and state taxation and possess unlimited statutory practice rights to represent taxpayers before all administrative levels of the IRS nationwide.
An NTPI Fellow® has completed the intensive 3-year curriculum of the National Tax Practice Institute. This represents the pinnacle of IRS representation credentials, providing advanced mastery in handling audits, examinations, collection appeals, penalty abatements, and administrative hearings directly with the IRS.
In a Take Two Review™, our senior tax practitioners examine your prior 1 to 3 years of filed tax returns line-by-line. We look for missed deductions, misclassified assets, unclaimed credits, and errors made by software or prior preparers. If significant recovery opportunities exist, we prepare Form 1040-X or 1120-S amended returns to reclaim your refunds from the IRS and state authorities.
Do not panic, and do not call the IRS examiner without professional representation. As federally licensed Enrolled Agents and NTPI Fellows, Kelly Hightower and our team can step in immediately with a Power of Attorney (Form 2848). We manage all direct communication with the IRS examiner on your behalf, protect your taxpayer rights, and formulate a formal defense.
Yes, we onboard clients year-round. Our team conducts a smooth transition audit of your year-to-date QuickBooks data, reviews your prior returns, and establishes your quarterly tax estimates so you stay compliant without losing momentum.
Yes. While our physical headquarters is located at 280 Miron Drive in Southlake, Texas, Enrolled Agents are federally licensed to practice across all 50 states. We serve business owners, medical professionals, and expat/multi-state clients nationwide through our encrypted, bank-grade client portal.
Schedule a private strategy discussion with Kelly Hightower, EA or Devin Goodman, EA. Select your primary requirement below to connect directly with our Southlake advisory team.
280 Miron Dr, Southlake, TX 76092 · Serving clients nationwide via encrypted client portal.
