Welcome to Envoy Tax Advisors Corp
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Tax Done Right, Done for You.
How can Envoy Tax Advisors Corp help you? Call us on 727-252-9980 to get started.
Envoy Tax Advisors Corp provides individual tax preparation with personalization that software packages can’t.
With years of experience, Envoy Tax Advisors Corp works to maximize your tax savings with professional tax preparation services. Envoy Tax Advisors Corp is in Sarasota, FL and is an expert in all areas of taxation, including corporate, estate, individual, partnership and federal and state taxes.
We keep up to date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As an Enrolled Agent, we adhere to certain ethical standards and codes of professional conduct established by the IRS.
You can count on us for professional, timely and reliable services, which include the following:
Tax Preparation & Planning
- Personal & Business Tax Returns
- Estate, Gift & Trust Returns
- Out-of-State & Multi-State Returns
- Individual & Business Tax Planning
- Authorized IRS E-file Provider
Tax Problem Assistance
- IRS & State Audit Representation
- Non-Filers
- Prior-Year or Amended Returns
- Responding to IRS Inquiries
Feel free to contact us by phone at 727-252-9980 or via e-mail: karen@envoytaxadvisors.co. We look forward to assisting you with all your tax and financial needs.
What We Do
We understand that each individual and business has unique needs. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs.
We are a full service tax preparation firm focusing on small businesses and personal Federal and state taxation.
Who We Are
Please call us today on 727-252-9980 for an initial consultation.
Our Mission
We promise to be responsive to your every move. We never lose sight to what really makes us valuable to you as a client, our genuine expertise.
Envoy Tax Advisors Corp has evolved into a successful tax preparation firm by providing the kind of support you may not find in other tax accounting firms.
We genuinely care about making life easier for our clients. So you can spend more time doing what you love, while we handle the rest.
Karen Reinagel, EA
Karen has more than twenty-five years of experience assisting small businesses and individuals with accounting, consulting and resolution.
She specializes in taxation for small businesses such as C and S-Corporations, partnerships and trusts and estates as well as individuals. Karen received her Enrolled Agent license in 1998 and is a NTPI Fellow®. As a QuickBooks ProAdvisor, she can provide strategic insights to help drive a small business to success.
Tom Reinagel, EA
Tom became an Enrolled Agent in 2004. With his background in construction management and his financial planning skills, he has many insights to assist clients with the effects of business management and taxation in a variety of business categories.
Services Offered
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Tax Preparation & Planning
At Envoy Tax Advisors Corp, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.
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Business Entity Selection
One of the most important decisions you make when starting a new business is the choice of entity. Selecting the right entity can provide you the best protection and tax benefits. Whether you starting your first business or one of many, Envoy Tax Advisors Corp is ready to help you set up your company and stay compliant from day one.
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Quickbooks Online
Envoy Tax Advisors Corp has a deep understanding of QuickBooks Online and how it can improve efficiency and accuracy, and has used it to help countless businesses.
Why work with an Enrolled Agent?
Partnering with a financial professional like an Enrolled Agent is about more than just making sure that your taxes are done correctly. It’s about making sure that you’re taking the steps necessary today to guarantee a better, more prosperous financial tomorrow — whether you’re talking about your personal finances or your business finances or a little bit of both at the same time.
While it’s true that using an Enrolled Agent can save a significant amount of time in terms of tax preparation, their true benefits exist all around that goal. They’re your trusted advisors, your valued representatives and your true partner in every sense of the term. Thanks to the Continuing Education requirements and different levels of testing outlined by the IRS, they’re also tasked with the most important job of all: effectively representing you on your journey to a better, more fulfilling and more secure future in terms of your finances.
FAQs for an Enrolled Agent
Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service. EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements. That’s why EAs account for less than 10 percent of all tax practitioners… and are considered a cut above the rest.
What is an “Enrolled Agent”?
Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service. EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements. That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest. By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise – so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.
What Type of Services Does an Enrolled Agent Offer?
Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually-changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm’s seasoned professionals are experts in all areas of taxation including:
- Individual Returns
- Payroll Tax Issues
- Business Returns
- Sales Tax Returns
- Rental Income Returns
- Business Consultation
- Expatriate Returns
- Fiduciary & Estate Returns
- Corporation Returns
- Bookkeeping
- Partnership Returns
- Audit Representation
- LLC Returns
Do Enrolled Agents Provide Planning Services?
Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to:
- Individual Tax Planning
- Business Tax Planning
- Business Organization
- Rental Properties
- Foreclosures and Repossessions
- Retirement
- Investments
- Sales and Exchanges
- Pension Plans
- Education Planning
- Finance & Refinance Planning
- Home Purchase and Sale Planning
Will My Information Be Kept Confidential?
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.
Privacy Policy
Envoy Tax Advisors Corp focuses on implementing fair information practices that are designed to protect your privacy.
You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.
Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications.
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.