Tax & Financial Allies

Casandra Faulkner, EA

Cassandra brings a unique and comprehensive blend of public service experience and private-sector tax expertise to our ﬁrm, reflecting a career built on continuous learning and professional development.

Her journey in the tax industry began in 2004 as a receptionist at a nationwide tax ﬁrm, where she quickly demonstrated her aptitude for organization and client relations. This lead to being recognized by the corporate headquarters in 2006 and in 2007, she became a tax preparer.

Balancing a professional career with academic pursuits, Cassandra earned her Associate's degree in Business Administration in 2009. This foundation supported a pivotal career move in 2011, when she transitioned into service as a public school treasurer. Her commitment to education continued in 2019, when she completed her Bachelor's degree in Business Administration.

Driven by a passion for advanced tax knowledge, Cassandra achieved a signiﬁcant milestone in 2023 by becoming an Enrolled Agent (EA). This prestigious federal designation allows her to represent taxpayers before the IRS in all 50 states. That same year, she further expanded her professional capabilities by becoming a Notary Public and a certiﬁed Loan Signing Agent (LSA), highlighting her belief in continuous education and her commitment to providing a wide array of services.

With a strong foundation in both ﬁnance and public administration, Cassandra expertly navigates the complexities of tax law. She has successfully assisted a diverse clientele located throughout the United States and internationally, ensuring accurate and effective solutions for every client.

Our Services

Tax & Financial Allies offers a variety of services to meet the needs of every individual and business.

Tax Preparation and Planning

With tax laws changing every year, it can be a challenge to keep on top of the particular changes that affect you and your business. Let our tax experts prepare your individual and business tax returns and advise you on ways to minimize your tax liability.

Tax Resolution

If you have an outstanding tax obligation that remains unpaid, we can help you secure a payment plan you can afford. We can help you negotiate offers in compromise and installment agreements so that you can pay your tax liability and stay on budget.

Bookkeeping

If your business doesn’t have an accountant on staff, bookkeeping can be an exercise in frustration. Let us make your job easier with our bookkeeping service. We will manage your chart of accounts and keep a set of books that accurately reflects the financial state of your business.

IRS Representation

An IRS audit can be scary and confusing for a business owner. If your business finds itself being audited by the IRS, we can represent you in your dealings with the IRS so that you and your interests are protected.

Notary Public

For your convenience, we have a notary public available to witness and authenticate the execution of documents and signatures.

Loan Signing Agent

With certified Loan Signing Agents on staff, we can guide borrowers through signing and notorizing loan documents for real estate closings, and act as a neutral third-party to ensure all paperwork is completed accurately.

Sales Tax Services

Managing and submitting state and local sales taxes can be complicated, especially if you do business in multiple tax jurisdictions. Our sales tax services can simplify these tasks for you by helping you track your sales tax obligations and preparing your sales tax returns.