Jennifer Carroll

I am an Enrolled Agent and the founder of a fiduciary, compliance, and tax advisory firm providing fully remote tax preparation and representation services to clients nationwide. I began preparing tax returns in 2003 and specialize in supporting privately held businesses and estate & trust clients with their ongoing tax and compliance needs.

My business practice focuses on LLCs, S‑corporations, partnerships, and rental property owners, helping owners understand their tax position, maintain clean books, and reduce risk across multi‑entity structures. I also prepare complex estate and trust returns (1041) and assist trustees, executors, and families with fiduciary accounting, distributions, and long‑term compliance.

I hold Professional Fiduciary Management Certificates in both Finance and Person from California State University, Fullerton, which strengthens my work with trustees, conservators, executors, and families managing sensitive financial and personal‑care responsibilities. Since 2009, I have also served as a Business Manager/CFO for multi‑entity structures and high‑net‑worth households.

In addition to my business and fiduciary work, I support small nonprofit organizations with Form 990‑N, 990‑EZ, and 990 filings, and I serve on the boards of multiple nonprofits. This gives me firsthand insight into the operational and compliance challenges nonprofits face.

I represent clients before the IRS and California Franchise Tax Board in matters involving audits, collections, levies, liens, penalties, identity theft, payroll tax issues, and multi‑year cleanup cases. Whether local or across the country, my remote systems allow for secure document exchange, clear communication, and efficient case resolution. My goal is to provide clarity, reduce stress, and deliver solutions that withstand scrutiny from taxing authorities, attorneys, and financial institutions.