Carlos Ramirez MBA, EA, NTPI Fellow
Carlos Ramirez MBA, EA, NTPI FellowEnrolled Agent, Senior Tax Accountant CEO & Principal

Specialties:

  • Tax Preparation of business and individual tax returns
  • Tax Representation of business and individual clients
  • Tax law research for audits, instructors, associates and clients
  • Tax School Instructor
  • Designee for the Certified Acceptance Agent (CAA) Program (ITIN)
  • General Accounting Services
  • Payroll Services
  • Bookkeeping Services
  • Start Up Business and Planification
  • Business Plan Development

Carlos holds the enrolled agent (EA) credential issued by the U.S. Treasury Department. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. Enrolled agents specialize exclusively in taxes – that’s why they’re known as America’s tax experts.

Graduated at Keiser University.

Master Degree Accounting & Taxation

A master’s degree is the first level of graduate study. To apply for a master’s degree you usually must already hold an undergraduate degree (a bachelor’s degree). A master’s degree typically requires a year and one-half to two years of full-time study. To earn a master’s degree you usually need to complete from 36 to 54 semester credits of study (or 60 to 90 quarter-credits). This equals 12 to 18 college courses. Most master’s degrees are awarded by public or state universities.

Enrolled Agent
An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service.
NTPI Fellow
The process of becoming an NTPI Fellow often takes several years, but the learning doesn’t stop there. As a whole, NTPI Fellows are individuals who exceed IRS’ minimum standard for continuing education and are dedicated to staying on top of the latest changes to the tax code. Many Fellows participate annually in NTPI’s Graduate Level in Representation.

Carlos Ramirez Enrolled Agent LLC was founded by its current President and CEO Carlos David Ramirez EA MBA NTPI Fellow who back in the decade of the 90’s realized the need for an organization to serve the growing Latin community in the United States.

By providing valuable, accurate, and timely information and services, Carlos Ramirez Enrolled Agent LLC will become the primary provider for our clients’ tax and accounting needs. We will deliver professional advice under the most strict adherence of current laws and regulations.

Processed more than 10,00 individual returns and over 1,200 business returns Corporation (1120)
S Corporations (1120S) Partnership and LLC (1065).

Our Services

His firm isn’t just another tax preparation firm. We are proud to be Enrolled Agents (EAs), a prestigious designation from the Internal Revenue Service. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. The EA license is generally earned by passing a comprehensive examination and maintained by stringent annual continuing education requirements monitored by the IRS.

Enrolled Agents are required to abide by regulations established by the Department of Treasury, which provides rules of conduct and a code of ethics that Enrolled Agents are bound by. That’s why EAs 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.

We know taxation and are experts in all areas, including corporate, estate, individual, partnership and federal, local and state taxes. You can count on us for professional, timely and reliable services, which include the following:

  • Tax return preparation
  • Representation before the IRS (audits, collections and appeals)
  • Tax and financial planning
  • Business and investment planning
  • Retirement and pension funds
  • Preserving your estate and protecting your most valued assets
  • Maximizing your overall savings

You can learn more about the services we offer by browsing through our site. Our firm is here for you year-round, not just during tax season.

Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to contact us. We look forward to assisting you with all your tax and financial needs.

PLEDGE OF CONFIDENTIALITY

Our firm maintains the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even the relatives, associates or friends who might have referred you to us.

NEW CLIENTS

If you are a potential client, don’t wait until the last minute to get your tax information in order. Call us today for a free initial consultation. We will be happy to evaluate your position and recommend steps that could result in significant tax savings – both for the current year and for many years to come.