Business Details
Trusted Accountants for Families and Businesses in Coconut Creek
Family Tax has been dedicated to solving complex tax challenges for families and businesses across the United States since 1884. As licensed Enrolled Agents (EAs) through the U.S. Department of the Treasury, our team specializes in IRS representation, tax preparation, and estate planning with a focus on compliance and client education. Our services include accurate tax return filing, year-round IRS correspondence support, and electronic filing with direct deposit for fast refunds. We provide tailored solutions for small businesses, including S-Corps and C-Corps, while emphasizing transparency and ethical standards. Our expertise extends to probate avoidance through revocable living trusts, ensuring efficient asset distribution and tax savings.With decades of combined experience, we prioritize personalized service, leveraging advanced tax knowledge to meet evolving IRS requirements. Clients benefit from our commitment to continuous education, with team members completing over 70 continuing professional education (CPE) credits annually. We serve clients nationwide and internationally through secure document submission via mail, email, or fax. Our guarantee ensures timely processing and electronic filing of tax returns for immediate IRS acknowledgment. Backed by a legacy of advocacy since 1884, we remain focused on empowering clients with practical tax strategies and comprehensive financial planning.
Services
Tax Preparation
IRS Representation
Estate Planning
Business Tax Services
Tax School Training
Highlights and features
- We are licensed Enrolled Agents with advanced tax expertise and over 70 annual CPE credits.
- Our team specializes in IRS representation and probate-avoidance estate planning.
- We guarantee timely tax return processing with electronic filing and direct deposit.
- Personalized service for small businesses, including S-Corps and C-Corps.
- Decades of experience navigating evolving IRS compliance requirements.
Associations and certifications
- Enrolled Agent (United States Department of the Treasury)
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses, including accurate return filing and electronic submission. Our Enrolled Agents ensure compliance with IRS regulations while maximizing refunds. Services include year-round IRS correspondence support and direct deposit for fast refunds.
IRS Representation
Professional IRS representation for audits, collections, and compliance issues. As licensed Enrolled Agents, we navigate complex IRS procedures to protect client interests. Our expertise includes resolving tax liens, levies, and unfiled returns with strategic advocacy.
Estate Planning
Estate planning services focused on revocable living trusts to avoid probate and reduce estate taxes. We help clients structure asset distribution while ensuring legal compliance. Services include trust documentation review and beneficiary designation alignment.
Business Tax Services
Specialized tax solutions for S-Corps, C-Corps, and small businesses. Our services address IRS scrutiny on officer salaries, documentation, and K1 matching. We provide compliance strategies and audit defense tailored to business needs.
Tax School Training
Comprehensive tax preparation courses for aspiring professionals. Training covers federal regulations, software use, and client management. Graduates receive a Certificate of Achievement and gain skills to start or enhance tax careers.
People
Duane Siers
Enrolled Agent
Duane Siers is a licensed Enrolled Agent with advanced accounting credentials and Illinois CPA certification. He specializes in IRS representation and tax advocacy, leveraging over 70 annual CPE credits to maintain expertise in evolving tax laws.
Questions
What tax services do you offer for small businesses?
We provide specialized tax preparation for S-Corps, C-Corps, and small businesses, including IRS audit defense and compliance strategies.
Can you help with IRS audit representation?
Yes, our licensed Enrolled Agents offer expert IRS representation for audits, collections, and compliance disputes.
How do revocable living trusts avoid probate?
Living trusts allow direct asset transfer to beneficiaries, bypassing probate court and reducing associated costs and delays.
Do you offer electronic tax filing?
Yes, we provide free electronic filing with direct deposit for fast IRS processing and refund delivery.
Are your tax preparers certified professionals?
Our team includes Enrolled Agents licensed by the U.S. Treasury with advanced tax expertise and ongoing education.
