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Full-Service Tax Preparation

In addition to our wealth management services, Erman Retirement Advisory also offers full service tax preparation and tax planning for over 30 years -- proudly serving hundreds of valued tax clients.

Both Howard Erman and all our tax preparation staff are certified Enrolled Agents. Enrolled Agent is a distinguished designation where they are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.  Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.

Enrolled agents must pass a rigorous examination and pass a rigorous background check by the IRS.  Additionally, they must complete 72 hours of continuing education every 3 years.


$98 Promotion for New Tax Clients 

Be sure to contact us to learn more about our $98 promotion that is going on now.  Call us at (866) 827-5469 or e-mail us at for more information.