Amy Newfield EA provides Tax and Financial Solutions Management services for business and individuals.  An Enrolled Agent is a federally authorized tax practitioner in providing tax consultation, tax planning, tax representation, and tax preparation.

Receive support in achieving your financial goals.

I provide businesses and individuals with tax and financial solutions to ensure my clients are in the best possible tax and financial positions. As your tax professional I see how all of your finances fit together, this gives me an oversight that no one else has, thus enabling me to manage your finances in addition to preparing your tax return. This relationship enhances the one you have with your financial planner, insurance agent, and lawyer. We work together throughout the year, not just during tax season, to optimize your taxes and finances and ensure you are achieving your goals.


 
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Your finances take place year-round, get the support you need for successful tax planning, preparation and compliance throughout the year.


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  • Financial success planning

  • Balance Sheet Prep & Analysis

  • Personal Financial Review

  • Withholding Analysis

  • Proactive Tax Planning

  • Preparation and filing of your return

  • IRS Correspondence and assistance


  • Tax Compliance

  • Agency Correspondence

  • Ongoing Progress Review

  • CFO Overview

  • Unlimited Access

  • Accounting

  • Payroll Packages

  • Balance Sheet

  • Goal Planning

  • Action Planning

  • Tax Strategy