Business Services, Tax Preparation, IRS Tax Debt Investigation

thumb_up
Houston Based Society of Wealth LLC

(1 rating)

Jacqueline Richardson, EA, CAA

SOCIETY OF WEALTH, LLC

Houston Based Society of Wealth LLC

Houston based Society of Wealth LLC is a Business Services and Tax Preparation Firm. Founder and CEO Jacqueline Richardson is a licensed Enrolled Agent (EA). She is a National Tax Practitioner Institute Fellow (NTPIF), and a Certifying Authorizing Agent (CAA). As an (EA), Jacqueline represents taxpayers before the IRS. As a (CAA), our office is commissioned by the IRS to certify docu...

Houston based Society of Wealth LLC is a Business Services and Tax Preparation Firm. Founder and CEO Jacqueline Richardson is a licensed Enrolled Agent (EA). She is a National Tax Practitioner Institute Fellow (NTPIF), and a Certifying Authorizing Agent (CAA). As an (EA), Jacqueline represents taxpayers before the IRS. As a (CAA), our office is commissioned by the IRS to certify documents submitted with Form W-7 application for ITINs. You can find us listed on the IRS website.

We offer virtual as well as in office appointments.

Read More keyboard_arrow_down

Specialties

Education

School

  • Texas Southern University

Degree

  • BBA

Major

  • Accounting

Year

Licenses, Certificates & Credentials

License/Certificate/Credential

  • Certifying Acceptance Agent (CAA)
  • Enrolled Agent
    • National Tax Practitioner Institute Fellow

Organization

  • IRS
  • IRS
    • National Tax Practitioner Institute

Year

  • 2018
  • 2017
    • 2021

Show More arrow_drop_down

Associations

Association

  • National Association of Enrolled Agents

Position

  • Member

Duration

Areas Served

Houston TX

Areas of Expertise

Contractors, Realtors, Self-Employed

Reviews (1 rating)

Reviews

Almitra B.

August 18, 2019

Verified Client

As a small business, Jacqueline has been the perfect find for all of our accounting needs. She explains things clearly and is incredibly knowledgeable. We see Jacqueline not only as a trusted advisor using her business acumen to be candid about when we should and shouldnt do something but also as an extension to our team. I have a real sense of security knowing theres always quality advice on hand as my business grows!

Get in Touch!

Your privacy is important to us. Your contact information will only be used for sending direct responses.

access_timeHours of operation
By Appointment Only

Fields with an asterisk(*) are required.

I confirm this is a service inquiry and not an advertising message or solicitation. By clicking “Submit”, I acknowledge and agree to the creation of an account and to the Terms of Use and Privacy Policy.

List Your Business

  • Step 1: Find your business in the directory.
  • Step 2: Click the "CLAIM THIS LISTING" link below the profile photo.

If your company is not in the directory, CLICK HERE

2549 Eastbluff Drive #448
Newport Beach, CA 92660