About Worthy Financial

About Worthy Financial

Worthy Financial are tax practitioners that have been providing tax services and helping taxpayers fulfill their tax obligations since 2005. We specialize in helping individuals and small business owners navigate the sometimes complex tax system by providing individualized planning and guidance.

Worthy Financial is staffed with accountants who specialize in individual and small business taxation, covering a wide scope. Our tax specialists are Enrolled Agents who are experts and current in the tax laws.

What is an Enrolled Agent?

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Our Services

Worthy Financial offers a variety of services to meet the needs of every individual and business.

Business Consulting

Sometimes it’s good to get an outside perspective from a professional you can trust. Whether you need help solving a problem that faces your business or weighing the costs and benefits of an opportunity, we can provide the perspective you need. With our business consulting services you can count on getting an independent view that provides the insight you need to make decisions that further your goals.

Business Entity Selection & Registration

Choosing how a new business will be organized can be a confusing and critical decision. Sole proprietorships, partnerships, LLCs, and corporations all offer differing levels of protection and complication for the business owners. We can help you decide which structure is the right fit for your business, and help you register your new business with the authorities.

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.

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.