Enrolled Agent, federally licensed by the IRS. Founder and sole author of Help With Tax — an education-first site teaching the systems and strategies small businesses need to handle their own books and taxes confidently.
I started my career at a tax resolution firm. The job was to clean up after the IRS caught problems — penalties, back taxes, audits, the calls clients make when a notice arrives in the mail. Most of those problems came from one source: returns prepared incorrectly years earlier, often by a credentialed professional who signed the bottom line and moved on.
The realization, after enough cases: tax resolution is a downstream business. By the time someone needed it, the damage was locked in. The mistakes happened in the books or in the return itself, often long before the IRS got involved. Cleaning it up after was expensive, stressful, and avoidable.
I left to start practicing as an Enrolled Agent and to teach the systems that prevent those problems upstream. Help With Tax is the teaching half of that work. The articles on this site are the same systems I’d otherwise build for clients, published so you can build them yourself if you want to.
The site runs without my involvement on any individual learner. No appointment booking. No consultation funnel. No upselling. Just the material, available when you want it.
Worth knowing because it’s the credential standing behind everything on this site. Most people have heard of CPAs. Far fewer know what an EA is — even though it’s the credential designed specifically for tax work.
The EA credential was established by Congress in 1884, originally to represent claims for losses in the U.S. Civil War. Tax representation was added when the federal income tax was introduced in 1913.
Plain English, no jargon. Tax has its own vocabulary. I translate it. If you have to look something up while reading, that’s my failure, not yours.
Education before strategy. Strategies on top of a shaky foundation collapse. Every article starts with the why before getting to the how.
Real math, not slogans. “Form an S-Corp and save thousands” is a slogan. The actual math depends on income, payroll, state, and filing status. I show the work.
No fear marketing. Tax content online is loaded with audit-anxiety theater. The audit rate for a typical small business is well under 1%. I’ll tell you what actually matters.
The free guide is the fastest way to see whether the writing here is useful to you. The newsletter is how you’ll know when new articles publish.