Tax Preparation
Accurate, complete returns for individuals and businesses, prepared by a credentialed professional and reviewed before anything is filed.
Learn more about tax preparationIn planning season and in front of the IRS. FMT Advisors is led by Frank Mejia, an IRS-licensed Enrolled Agent who plans ahead, prepares returns with precision, and represents you directly when the IRS has questions.
Enrolled Agent status is the highest credential the IRS awards to tax practitioners.
Enrolled Agents may represent any taxpayer, on any tax matter, before any IRS office.
Planning happens during the year, when decisions can still change the result.
Your questions go to a licensed professional who knows your file, not to a call center.
Preparation, planning, structuring, and representation, coordinated by an Enrolled Agent who sees the whole picture rather than one return at a time.
One relationship for the whole tax picture, with the questions that come up between filing seasons answered by the same practice that prepares your return.
Accurate, complete returns for individuals and businesses, prepared by a credentialed professional and reviewed before anything is filed.
Learn more about tax preparationForward-looking planning that considers your income, your entity, and your timing, so the return reflects decisions rather than surprises.
Learn more about tax planning and strategyGuidance on entity selection and structure, with the tax consequences of each option laid out clearly before you commit.
Learn more about business structuringNotices, examinations, and collection matters handled directly with the IRS on your behalf by an Enrolled Agent.
Learn more about IRS representationTax work rewards care: the right election made on time, the deduction documented properly, the notice answered with the record in hand. That is the standard FMT Advisors is built around.
Enrolled Agents are licensed by the IRS itself and held to the ethical standards of Treasury Department Circular 230. When the IRS has questions, that license lets Frank answer them for you.
The return is the last step of a plan, not the first look at your year. Planning conversations happen while decisions can still be made.
Preparation, planning, structuring, and representation live in one practice, so the advice you get on one is informed by the others.
You will understand what is on your return, why it is there, and what your options are before anything is signed or filed.
Enrolled Agent and President of FMT Advisors LLC.
Frank leads FMT Advisors as an Enrolled Agent: a federally licensed tax practitioner authorized to represent taxpayers before the Internal Revenue Service. The credential is earned through the IRS's three-part Special Enrollment Examination or qualifying IRS experience, and it is kept current through continuing education and adherence to the ethical standards of Circular 230.
His practice covers tax preparation, planning and strategy, business structuring, and IRS representation for individuals and businesses, with an emphasis on clear explanations and decisions made before deadlines rather than after them.
Three disciplines that belong together. Each one is stronger when the same advisor is responsible for all three.
Decisions made with the full picture in view: entity and compensation, the timing of income and deductions, retirement contributions, estimated payments, and the life and business changes that move the numbers.
Returns prepared accurately and completely and filed on time, with documentation that stands behind every figure and elections made when they are due rather than discovered afterward.
When a notice arrives or an examination opens, an Enrolled Agent can speak with the IRS on your behalf under a signed power of attorney (Form 2848), so you are not facing the process alone.
A conversation about your situation, your questions, and what you want to accomplish, whether that is a cleaner filing season, a smarter structure, or a resolved IRS matter.
Prior returns, current-year information, and any notices are reviewed to identify what matters most and where the opportunities and risks are.
Strategy first, then the return: prepared with care, reviewed line by line, and explained to you before it is filed.
Estimated payments, IRS correspondence, and the questions that come up between filing seasons, handled by the practice that already knows your file.
A few of the questions people bring to a first conversation. The full list covers preparation, planning, structuring, and IRS matters.
All questionsAn Enrolled Agent (EA) is a tax practitioner licensed by the U.S. Department of the Treasury through the IRS. EAs earn the credential by passing the IRS's three-part Special Enrollment Examination or through qualifying IRS experience, and they hold unlimited rights to represent taxpayers before the IRS on any tax matter.
Yes. With a signed Form 2848 (Power of Attorney and Declaration of Representative), Frank can communicate with the IRS on your behalf, receive copies of notices, and handle examinations and collection matters for the tax years and issues you authorize.
Earlier than most people expect. Many of the decisions that affect a tax bill have to be made before December 31, and business owners often have deadlines earlier in the year, such as the window for an S corporation election. A mid-year conversation leaves room to act.
Tell us about your situation, your business, or the notice on your desk. We will follow up to schedule a consultation.