Enrolled Agent · Tax strategy, complex returns & IRS representation

Real tax strategy for people who earn differently.

I'm Josh Pickett — an Enrolled Agent and systems engineer. I build tax strategy for traders, crypto investors, expats, and business owners, prepare the complex returns generic software fumbles, and step in with the IRS when there's a problem. One person, start to finish.

Notice · CP2000 IRS · AUR · TY 2024
What it actually means: the IRS matched your gross brokerage proceeds — not your gain. Reconcile basis and wash sales on a Form 8949 and the real number is a fraction of $18k. Better yet: plan the trades right and the letter never comes. That's the difference strategy makes.
Opaque → legible. That's the whole practice.

What I do

Strategy first. Representation when you need it.

01

Plan ahead and keep more

Entity choice, the §475(f) election, FEIE vs. foreign tax credit, retirement and timing moves — the decisions that cut your bill before the year closes, then a complex return prepared to match.

Tax strategy & returns →
02

I trade — so I understand yours

Trader tax status, mark-to-market, wash-sale disallowances across brokers, crypto basis across wallets. I build trading systems myself, so I speak this natively.

Traders & crypto →
03

Already heard from the IRS?

A notice, an audit, back taxes, a payment plan. I read these for a living — I'll tell you what it actually means, stand in for you, and get it resolved.

IRS representation →
Why me

One person who actually knows your situation.

Enrolled Agent, not a franchise

An EA is licensed by the Treasury to handle any federal tax matter for any taxpayer — planning, preparation, or representation. It's the credential built for exactly this work.

One person, start to finish

You'll never be handed to a junior preparer or a chatbot. I learn your situation, build the plan, prepare the return, sign it, and pick up when the IRS calls back.

Built on my own software

I built the document system this practice runs on. You upload what you have — photos, PDFs, a shoebox — it's read and organized, and I spend my time on strategy, not data entry.

Let's find the strategy that fits you.

Tell me how you earn and where you're headed in twenty minutes. If I'm not the right fit, I'll say so and point you to who is.

Book a consult