Tax Compliance & Tax Planning
Experience preparing individual and business tax returns, reviewing complex tax situations, identifying planning opportunities, and helping clients stay compliant with IRS requirements.
Weston, Florida
Tax Strategy, IRS Representation & CFO Advisory for Business Owners & High Earners
Proactive tax strategy, S-Corp planning, and year-round guidance for small and medium business owners and high-income professionals.
Led by an Enrolled Agent (EA), MS — licensed to practice before the IRS | Corporate finance leadership
IRS Enrolled Agent
English & Magyar
Serving Florida
Personalized Advisory
Interactive Estimator
Let's See How Much I Can Save You.
Two quick estimators — one for business owners, one for high earners. Simplified 2026 federal figures.
Tax Savings Estimator
$150,000
Estimated annual S-Corp savings
approximately $7,500–$9,200
Current SE tax
$21,194
Est. S-Corp cost
$12,828
Assumed salary (45%)
$67,500
Payroll taxes on salary
$10,328
For this simplified estimate, we assume the $200,000 Additional Medicare threshold. Actual thresholds vary by filing status.
For this estimate only, reasonable salary is assumed to be 45% of profit. Actual reasonable compensation depends on your role, industry, time worked, and complete facts and circumstances.
Free Guide
The S-Corp Decision: A Practical Guide for Florida Business Owners
When electing S-Corp status actually pays off, what reasonable compensation means in practice, and the filing and payroll obligations that come with it.
Simplified federal estimates for education only — not tax advice. Actual results depend on your complete situation, deductions, credits, phase-outs, reasonable compensation analysis, retirement plan eligibility, HSA eligibility, itemized deductions, state taxes, and payroll costs. Zivy Advisory LLC — Enrolled Agent.
EA
Credentialed
About Zivy Advisory
A CFO's Mindset for Your Taxes
I'm an Enrolled Agent and corporate finance professional. Most business owners and high earners only hear from their tax preparer in April — after every planning opportunity has expired. I work the way a CFO works: forward-looking, proactive, and focused on the decisions that actually move your number. My goal is simple — bring clarity and strategy to your taxes so you keep more of what you've worked for, legally and defensibly.
Professional Credentials
- Enrolled Agent (EA)License #00171382-EA · Verified
- Master of Accounting and Financial Management (MAFM)DeVry University · Verified
Enrolled Agent (EA)Master's DegreeCorporate CFO experienceIntuit tax practice background
Financial Leadership & Tax Expertise
A practical skill set built through corporate finance, accounting operations, tax seasons, and business advisory work across the U.S. and Europe.
Accounting Systems & Procedures
Hands-on experience with accounting workflows, QuickBooks, payroll systems, reconciliations, month-end close, reporting procedures, and process improvements.
GAAP Accounting & Financial Reporting
Practical experience preparing, reviewing, and analyzing financial information to support accurate reporting, better decisions, and stronger internal controls.
Business Strategy & Performance Measurement
CFO-level experience with budgeting, cash-flow forecasting, KPI tracking, profitability analysis, and financial decision support for growing businesses.
Development & Financial Management
Experience helping businesses organize financial data, understand performance, manage cash flow, and plan for sustainable growth.
Transaction & Business Operations Experience
Exposure to business transitions, accounting cleanup, due diligence support, operational finance, vendor/client coordination, and financial documentation.
Business Relationships
Strong experience working with owners, executives, employees, vendors, clients, tax professionals, payroll providers, and outside advisors to keep financial operations moving smoothly.
Why an Enrolled Agent
Why Choose an IRS Enrolled Agent for Your Tax Preparation?
Enrolled Agents are federally licensed tax professionals who specialize in tax preparation, planning, and representation. Working with a credentialed preparer means your return is reviewed with care and you have support if questions come up after filing.
Unlimited IRS Representation
Enrolled Agents, CPAs, and attorneys are the only tax professionals licensed to represent taxpayers before the IRS on any matter. If you receive a notice or need to dispute a tax issue, an Enrolled Agent can speak directly with the IRS on your behalf.
Year-Round Tax Strategy
Tax preparation is not only a March or April event. An Enrolled Agent works with you throughout the year to estimate payments, time deductions, and structure decisions so you are not surprised when filing season arrives.
Specialized Tax Knowledge
Enrolled Agents must pass a comprehensive IRS examination and complete ongoing continuing education in federal tax law. This focused training means your return is prepared by someone who studies tax code changes every year.
Avoid Costly Mistakes Later
The cheapest tax preparation is not always the lowest-cost choice. A rushed or incomplete tax return can lead to missed deductions, incorrect credits, IRS notices, penalties, interest, amended returns, or extra professional fees later. Choosing a credentialed tax professional may cost more upfront, but it can provide better review, stronger planning, and support if questions come up after filing.
Book a free discovery call to discuss your tax situation and next steps.
How We Work Together
5 Ways We Work Together
Choose the engagement that fits your situation — each relationship starts with a private discovery call.
Business Owner Tax Strategy
- S-Corp analysis and reasonable-salary determination
- Entity structure review: LLC, S-Corp, partnership
- Quarterly tax planning and estimated payments
- Year-end projection and strategy session
- Payroll and QuickBooks guidance
Starting at
$2,400/year
High Earner Tax Planning
- Full review of W-2, equity compensation, and investment income
- Retirement and HSA optimization strategy
- Charitable giving and Donor-Advised Fund planning
- Filing status and withholding optimization
- Year-end projection and strategy session
Starting at
$1,800/year
Monthly Accounting & CFO Support
- Monthly bookkeeping and bank/credit card reconciliations
- Clean, decision-ready monthly financial reports
- Payroll processing and compliance
- QuickBooks setup, cleanup, and management
- Budgeting, cash-flow forecasting, and fractional CFO guidance
Starting at
$500/month
Additional Tax & Accounting Services
Individual tax returns starting from $250, business tax returns, payroll setup, QuickBooks cleanup, and IRS notice assistance are also available.
Starting at
Individual tax returns from $250
Final pricing depends on complexity, number of forms, state filings, bookkeeping condition, and advisory needs.
IRS Representation & Tax Resolution
- IRS notice review and response
- Tax dispute support and IRS communication
- Power of Attorney representation before the IRS
- Tax debt resolution options, including installment agreements
- Penalty relief requests and compliance guidance
- Offer in Compromise review when appropriate
Starting at
Notice review and response from $500
Tax resolution cases from $1,500
Final pricing depends on the number of tax years involved, IRS notice type, account transcripts, filing compliance, tax debt amount, collection status, deadlines, and complexity of the case.
Additional services available: Individual tax returns starting from $250, business tax returns, payroll setup, QuickBooks cleanup, and IRS notice assistance. Final pricing depends on complexity, number of forms, state filings, bookkeeping condition, and advisory needs.
Free Guide
Seven Tax Moves for High Earners — What to Review Before the Year Closes
A plain-English guide to the seven areas worth reviewing before December 31 — retirement contribution limits and the new 2026 Roth catch-up rule, using an HSA as a retirement account, bunching deductions, giving appreciated assets instead of cash, loss harvesting, and the income thresholds that create cliffs.
Frequently Asked Questions
Tax, IRS & Advisory Questions — Answered
Straightforward answers about Enrolled Agent representation, S-Corp strategy, bookkeeping, and working with Zivy Advisory in Weston, Florida.
An IRS Enrolled Agent (EA) is a federally licensed tax practitioner authorized to represent taxpayers before the Internal Revenue Service on tax matters — including audits, notices, collections, and appeals — in all 50 states.
Contact
Let's start the conversation
Send a message for general inquiries, or book a time directly on the calendar.
Book an Appointment
Reserve a private 30-minute consultation. We will discuss your situation and recommend a clear next step.
Weston, Florida
info@zivyad.com
754-217-8713