FAQ

An Enrolled Agent (EA) is a federally licensed tax professional authorized by the Internal Revenue Service to represent taxpayers before the IRS. A Certified Public Accountant (CPA) is licensed by an individual state board of accountancy.

Both EAs and CPAs are highly qualified tax professionals, complete continuing education requirements, and are governed by IRS Circular 230 when representing taxpayers before the IRS. An EA's education and testing are focused specifically on federal taxation, tax planning, and taxpayer representation.

Yes. Enrolled Agents have unlimited representation rights before the Internal Revenue Service. They can represent individuals and businesses regarding audits, payment plans, collections, tax notices, and many other IRS matters.

Absolutely. Enrolled Agents must complete continuing education every year to maintain their federal credential. This ensures they stay current with changing tax laws, IRS regulations, and best practices so clients receive accurate, up-to-date advice.

Many people think about taxes only during filing season, but working with a tax professional year-round often leads to better financial decisions. If you own a business, are self-employed, have investment income, receive IRS notices, or simply want to maximize deductions, professional guidance can help you avoid costly mistakes and reduce unnecessary tax liability.

Yes. We assist clients with many types of IRS tax issues, including back taxes, unfiled returns, payment plans, IRS notices, and other tax resolution matters. We'll review your situation, explain your options, and help develop a plan for becoming compliant.

You're not alone. Many people fall behind for a variety of reasons. We can help prepare prior-year tax returns, determine what's required, and work toward bringing you back into compliance with IRS filing requirements.

Yes. Many taxpayers qualify for IRS installment agreements that allow tax balances to be paid over time. We'll review your financial situation and help determine whether a payment plan or another resolution option is appropriate.

Yes. We prepare tax returns for sole proprietorships, partnerships, LLCs, S Corporations, and C Corporations. We also provide year-round tax planning to help business owners make informed financial decisions.

Absolutely. We prepare federal individual income tax returns, amended returns, tax extensions, estate and gift tax returns, and multi-state tax returns for individuals and families.

Yes. Although Texas does not have a state income tax, we prepare state income tax returns for clients who live, work, or earn income in states where filing requirements apply.

Yes. We provide ongoing bookkeeping services designed to keep your financial records accurate, organized, and ready for tax season. Clean books also help business owners make better financial decisions throughout the year.

Yes. We offer payroll processing, payroll tax reporting, payroll tax filings, W-2 preparation, and other payroll support to help businesses simplify payroll while remaining compliant with federal requirements.

QuickBooks Online is one of the most widely used cloud-based accounting platforms for small businesses. It helps track income and expenses, manage invoices, reconcile bank accounts, run financial reports, and organize accounting records from virtually anywhere.

A QuickBooks ProAdvisor has completed specialized training and certification through Intuit to better assist businesses with QuickBooks Online. Working with a ProAdvisor helps ensure your software is set up correctly, customized for your business, and used efficiently to produce accurate financial reports.

Yes. Many businesses purchase features they don't actually need. We'll evaluate your business, recommend the appropriate QuickBooks Online subscription, and help configure it for your accounting and reporting requirements.

Yes. We offer personalized QuickBooks Online training for business owners and employees. Training sessions are tailored to your experience level and can be conducted remotely, allowing you to learn within your own accounting system.

Yes. QuickBooks is a powerful accounting tool, but it's only as accurate as the information entered into it. Professional bookkeeping helps ensure transactions are recorded correctly, accounts are reconciled, and financial reports accurately reflect your business.

Yes. We help entrepreneurs evaluate whether operating as a sole proprietorship, LLC, S Corporation, C Corporation, or partnership best aligns with their business goals and tax situation.

At Oakshore Tax Advisors, we believe every client deserves personalized service and practical financial guidance—not just once a year, but throughout the year. We combine tax preparation, bookkeeping, payroll, QuickBooks consulting, business advisory services, and IRS tax resolution under one roof, allowing us to provide comprehensive solutions that support your long-term financial success. Whether you're an individual, a growing business, or someone facing IRS challenges, we're committed to helping you move forward with confidence.