Tax Planning and Preparation with an Enrolled Agent

Will Bach, CFP® and Enrolled Agent

Will Bach is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. Riverview Accounting and Advisory is brought to you by Midwestern Wealth Management, and you can read about our tax planning work there.

What an Enrolled Agent is, and how that differs from a CFP®

An Enrolled Agent is licensed by the IRS and can represent taxpayers before it. That credential is specifically about tax: returns, notices, and representation. The CFP® marks are about financial planning, cash flow, investments, retirement, and how the pieces fit together. Will holds both, which means the tax return and the plan get looked at by the same person.

Returns we file

We prepare individual returns on Form 1040, including Schedule C for sole proprietors and single-member LLCs, partnership returns on Form 1065, and corporate returns on Form 1120.

Planning is not the same as preparation

Preparation reports what already happened. Planning happens before the year closes, while there is still time to change the outcome: retirement contributions, entity choice, timing of income and deductions, estimated payments. We do both, and we keep them connected.

What we do not promise

We cannot promise a refund or a particular result. Your outcome depends on your own facts and on current law. Please see our disclosures for important information.

Get in touch

Midwestern Wealth Management
550 S. Main St.
Springboro, OH 45066
(937) 557-3200
will.bach@mwm.financial

Call or email to set up a time to talk about your return or your planning for the year.