Tax Planning and Preparation

At A. Rhodes Wilson & Associates, Inc. every financial transaction is viewed through its tax consequence.

Get a Tax Return Review

While tax evasion is a crime, tax avoidance is legal.The ruling in the case of Helvering v Gregory, 1934, stated:

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the Treasury; there is not even a patriotic duty to increase one’s taxes.”
— Judge Learned Hand (1872-1961)

As Enrolled Agents, A. Rhodes Wilson and Jason Schmon are acknowledged tax experts. With Rhodes’ 30 years experience and their continuing study of tax law, they have the knowledge to determine your lowest tax liability, while adhering to both the letter and the spirit of the law.​ The result is less tax drag on your personal and business income and on investment returns.

What is an Enrolled Agent?

Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. Only EAs, attorneys and CPAs may represent taxpayers without limitation before the IRS. EAs advise and represent taxpayers who are being examined by IRS, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties. EAs prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entities with tax-reporting requirements. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education.