We work closely with our clients. You can talk directly with the person managing your case, and caseworkers are, in fact, former federal employees (IRS and/or DOJ). We are also local (San Antonio, TX).
We are your trusted partner in success. We offer a full range of professional services at a fair price, and we give you the individual attention that you deserve.
Rest assured that when a need arises, we are ready and capable of handling everything for you so you can focus on what matters most to you.
Juan Cortez, III, Enrolled Agent. Managing Member
Juan worked with the federal government 15 years and has been licensed to practice before the Internal Revenue Service since March 1993. While working with the federal government, he worked with the Criminal Division, Fraud Section of the U.S. Department of Justice (DOJ). His day-to-day duties involved working with Assistant United States Attorneys, FDIC attorneys, DOJ Tax Division attorneys, IRS CID groups, FBI squads and others.
Juan manages the majority of the tax-related issues and personally contacts clients to keep them informed of case status.
Chris Cortez, Part-Owner
Chris worked with the Internal Revenue Service eight years. His most recent position was with the Examination Division. He joined the Company in June 2016. Chris assists with – audit-preparation; responses to IRS inquiries; legal research; preparation of IRS collection information statements; preparation of income tax returns, sales tax returns and federal and state employment tax returns; electronically filing Forms 1099, W-2s, 941s, 940 and income tax returns; accounting work and assumes other roles and performs other duties as needed.
Ask questions before selecting someone to represent you before a tax authority. There is no substitute for knowledge and experience. Ask about credentials. Is the person with whom you are talking licensed to represent you (Enrolled Agent, “Tax” Attorney or CPA)?