Stop Overpaying. Start Planning. Your Tax Strategy Starts Here.

For individual tax returns, you'll typically need: W-2s from employers, 1099 forms for freelance income, investment income, and other payments, mortgage interest statements (Form 1098), property tax records, charitable donation receipts, and prior year tax returns.

For small business owners, additionally prepare your Profit & Loss statement, balance sheet, and records of business expenses. We provide a comprehensive checklist through our secure client portal to ensure you don't miss anything.

An Enrolled Agent (EA) is a federally-licensed tax professional authorized by the U.S. Treasury Department to represent taxpayers before the IRS. EAs have unlimited practice rights, meaning they can represent any taxpayer on any tax matter in all 50 states.

While CPAs have broad accounting credentials, EAs specialize exclusively in taxation. To become an EA, one must pass a rigorous three-part IRS exam (the Special Enrollment Examination) or have IRS experience. EAs are also required to complete 72 hours of continuing education every three years specifically in tax law.

Most individual tax returns are completed within 3-5 business days once we receive all required documents. More complex returns involving business income, rental properties, or multiple state filings may take 7-10 business days.

During peak tax season (February-April), turnaround times may be slightly longer. We always communicate expected timelines upfront and keep you informed of progress through our client portal.

Our 100% digital process is simple and secure:

1. Initial Consultation: Free 15-minute video or phone call to discuss your needs
2. Secure Upload: Upload documents through our encrypted client portal (TaxDome)
3. Review & Prepare: We prepare your return and share it for your review
4. E-Sign & File: Sign electronically and we file directly with the IRS/state

No office visits required. Everything can be done from your phone, tablet, or computer.

Yes, we serve clients in all 50 states. As an Enrolled Agent, Michael Mills has unlimited federal practice rights, meaning he can prepare tax returns and represent taxpayers nationwide.

While we're based in Salem, Oregon and specialize in West Coast tax issues (Oregon, Washington, California), our virtual practice serves clients from coast to coast. Multi-state returns are a specialty.

Absolutely. We use bank-level security measures to protect your sensitive financial information. Our client portal features 256-bit SSL encryption, the same standard used by major financial institutions.

Documents are stored in SOC 2 compliant data centers, all communications are encrypted, and we follow IRS guidelines for data protection. We never send sensitive information via unencrypted email.

Yes, IRS representation is one of our core services. As an Enrolled Agent, Michael Mills has the legal authority to represent you before the IRS on any tax matter, including audits, collections, and appeals.

If you receive an IRS notice, don't panic and don't ignore it. Contact us immediately and we'll analyze the notice, explain your options, respond on your behalf, and work to resolve the issue as favorably as possible.

We can help you get back into compliance. Unfiled returns are a common issue, and the sooner you address them, the better. We specialize in helping taxpayers who have fallen behind.

The process involves: gathering wage/income transcripts from the IRS, preparing all outstanding returns, filing them strategically, and potentially negotiating penalty abatement if you have reasonable cause. In many cases, we can significantly reduce or eliminate penalties.

Yes. Full IRS audit representation is included in our services. As an EA, Michael can handle all correspondence, attend meetings with IRS agents on your behalf, and negotiate settlements if needed.

You don't need to communicate directly with the IRS at all. We handle everything, explain the process clearly, and work to achieve the best possible outcome while minimizing your stress.

The right entity depends on your specific situation. Common options include Sole Proprietorship, LLC, S-Corporation, and C-Corporation. Each has different implications for taxes, liability, and administrative requirements.

An S-Corp election can save self-employment taxes for profitable businesses, but adds payroll complexity. An LLC provides liability protection with pass-through taxation. We analyze your income, growth plans, and risk tolerance to recommend the optimal structure.

Yes, quarterly tax planning is part of our advisory services. Self-employed individuals and business owners must pay estimated taxes quarterly (April 15, June 15, September 15, January 15) to avoid underpayment penalties.

We calculate your estimated payments based on projected income, remind you of due dates, and adjust estimates as your income changes throughout the year. Proactive planning prevents surprise tax bills.

Yes, we offer monthly bookkeeping services to keep your finances organized year-round. Services include bank reconciliation, expense categorization, financial statement preparation, and accounts receivable/payable management.

Clean books make tax time easier, provide insights for business decisions, and ensure you're ready if you ever face an audit. We can work with QuickBooks, Xero, or other accounting software you prefer.