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Tax Preparation
Federal and multi-state returns for individuals, sole proprietors, LLCs, S-Corps, and partnerships — reviewed by an Enrolled Agent.
Learn more →Enrolled Agent · Federally Licensed
Tax Solutions Built with an Engineer's Precision
Enrolled Agent-led tax preparation, bookkeeping, payroll, and IRS representation for individuals and small businesses — delivered with the rigor of a systems engineer and the clarity of a trusted advisor.
Enrolled Agent (EA)
IRS Representation
Active PTIN & EFIN Holder
QuickBooks Certified ProAdvisor
Services
Comprehensive tax & accounting, one accountable team
From annual filings to year-round advisory and IRS notices, we handle the technical work so you can focus on your business.
02
Bookkeeping
Clean, reconciled books delivered monthly — QuickBooks & Xero, with management reports you can actually act on.
Learn more →03
Payroll
Full-service payroll, tax deposits, and quarterly filings. We sync with your books so nothing falls through the cracks.
Learn more →04
IRS Representation
Received a CP2000, audit, or collection notice? Enrolled Agents are federally licensed to represent you before the IRS.
Learn more →05
S-Corp Election Strategy
We model the savings, file Form 2553, set up reasonable compensation, and keep you compliant year over year.
Learn more →06
Business Tax Planning
Quarterly planning sessions, estimated payments, and entity strategy to minimize surprises in April.
Learn more →Who We Serve
Built for owners who take their numbers seriously
Freelancers
1099 & Schedule C
Small Businesses
LLC, S-Corp, Partnership
Real Estate Investors
Schedule E, depreciation
Consultants
Solo & multi-member
Startups
Entity setup & R&D credits
About the Founder
Engineering Better Tax Outcomes
"Every return is a system — inputs, controls, outputs. We treat it that way, so you keep more of what you earn."
Tax Engineer was founded by a construction engineer who developed a strong interest in numbers, taxation, and financial problem-solving through real-world experiences managing complex financial and tax-related challenges.
What began as personal curiosity quickly turned into a passion for helping individuals and small business owners simplify taxes and make smarter financial decisions. With a structured, analytical engineering mindset and hands-on exposure to tax issues, the founder brings a practical and detail-oriented approach to tax preparation and bookkeeping.
The founder is also an IRS Enrolled Agent, federally authorized to represent taxpayers before the Internal Revenue Service. This credential reflects a strong command of U.S. tax laws, compliance standards, and professional ethics in taxation.
The goal in building Tax Engineer was simple: to provide affordable, reliable, and transparent tax and accounting services that reduce stress and help clients keep more of what they earn. Clients work directly with someone who understands both the technical precision required in finance and the real-life challenges faced by working professionals and business owners.
EA IRS Enrolled Agent
PTIN Active
EFIN IRS e-file Authorized
QB QuickBooks Certified ProAdvisor
ENG Engineering Background
How We Work
A predictable, transparent process
No surprises, no scrambling. Here's what working with Tax Engineer looks like end-to-end.
01
Discovery Call
15-minute call to understand your situation, prior-year returns, and goals.
15 minutes
02
Secure Document Collection
Upload to our encrypted client portal — organized request list, no email attachments.
3–5 days
03
Preparation & Review
EA-prepared, double-reviewed return with a written summary of positions taken.
5–10 business days
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Filing & Year-Round Support
E-file, payment instructions, and ongoing access for notices and planning.
Same day e-file
Transparent Pricing
Engagement plans for every stage
Flat, predictable pricing. No hourly surprises — final quotes confirmed after your discovery call.
Individual Tax
Personal returns for W-2 employees and simple filers.
$100
Starting at
- Federal return — W-2 income
- 1 state return included
- E-file & written summary
- Secure document portal
- Email support through Oct 15
Add-ons (priced separately)
- Additional state returns
- 1099 / self-employment (Sch C)
- Investment income (Sch B / D)
- Rental property (Sch E)
- Itemized deductions (Sch A)
- Dependents & education credits
Business Tax
Entity return plus the owner's personal return — one engagement.
$300
Starting at
- Entity return (1120-S, 1065, or Sch C)
- Owner's personal return included
- Federal + 1 state
- E-file & written summary
- EA-reviewed before filing
Add-ons (priced separately)
- Multi-state filings
- Bookkeeping cleanup
- Depreciation & fixed asset schedules
- S-Corp election & reasonable comp
- K-1s for additional partners/shareholders
- Sales/use tax filings
Advisory & Year-Round
Ongoing bookkeeping, tax, and advisory support.
$100/mo
Starting at — scales with add-ons
- Monthly bookkeeping baseline
- Payroll services
- Quarterly check-in with EA
- Year-end tax filing prep
- Secure portal & document storage
- Email support year-round
Add-ons (priced separately)
- Sales tax filings
- Quarterly tax planning sessions
- IRS notice response
- S-Corp compliance & comp review
- CFO-style reporting
FAQ
Answers to common questions
How does remote tax filing actually work?
You'll get an organized checklist and access to our encrypted client portal. Upload your documents securely, we prepare and review, then e-sign and e-file — no in-person meeting required, though we offer video calls anytime.
Who is an Enrolled Agent, and why does it matter?
An EA is a tax professional federally licensed by the U.S. Treasury Department. EAs have unlimited rights to represent taxpayers before the IRS — including audits, collections, and appeals. It's the highest federal credential for tax practice.
Can you handle IRS notices and audits?
Yes. As an Enrolled Agent firm, IRS representation is a core service. We respond to CP2000s, examinations, collections, installment agreements, and appeals nationwide.
What documents will I need?
It depends on your situation. After your discovery call you'll receive a tailored request list — typically prior-year return, W-2s/1099s, business P&L, and any major life or asset events.
Is pricing transparent?
Yes. Flat-fee engagements starting at the prices shown on our pricing page. After a discovery call we confirm the final quote in writing before any work begins.
Do you serve clients outside Georgia?
Yes. We work with clients throughout the United States. We're based in Gwinnett County, Georgia, but our practice is fully remote-capable.
How secure is your client portal?
Bank-grade encryption in transit and at rest, multi-factor authentication, and audit logging. We never send tax documents over email.
When should I consider an S-Corp election?
Typically when an active business owner has $40K–$60K+ in net profit. We model the savings before recommending — and handle Form 2553, payroll setup, and reasonable compensation.
Free Download
The Small Business Tax Checklist
28 items our Enrolled Agent uses to keep client books and filings audit-ready year-round.
Resources
Plain-English guides for owners
Guide
S-Corp vs LLC: When the Election Pays Off
A break-even model that shows when the S-Corp election actually saves money — and when it costs more than it saves.
Checklist
Year-End Bookkeeping Cleanup Checklist
The exact list we use to close client books before tax season — reconciliations, accruals, owner draws, and more.
Calendar
2026 Tax & Compliance Deadline Calendar
Federal and multi-state estimated payment, payroll, and entity filing deadlines — printable and email-ready.