Hi, I’m Alina — an Enrolled Agent and the founder of CleverTax.
When I was building my own businesses, I constantly had questions about taxes — not just about forms or deadlines, but how I could do things smarter. I wanted someone to show me the best structure, how to plan ahead, how to save legally — not just file a return once a year.
But every tax pro I worked with did the same thing: fill out forms, tell me how much I owed, and move on. I knew there had to be more to it.
Since most of my businesses were already automated, I had the time and the curiosity to dig deeper. As an immigrant from Ukraine — a country with completely different tax laws — I had to learn everything from scratch: the systems, the structures, and how U.S. tax law works. Somewhere along the way, I realized I wasn’t just learning out of necessity — I was genuinely interested in the subject and I truly enjoyed exploring. I became passionate about tax law and knew I wanted to help others understand it too.
That curiosity turned into a calling. I studied tax law, became a federally credentialed Enrolled Agent, and built CleverTax to offer others what I couldn’t find back then: strategic guidance, clear answers, and tax planning that actually helps you grow.
If you’ve ever felt like you’re missing something when it comes to taxes — I’ve been there. And now, I’m here to help.
– Alina
EA | Tax Strategist | Founder, CleverTax
At CleverTax, we simplify taxes for small business owners and self-employed professionals. Our mission is to help you minimize tax liabilities, stay compliant, and grow your business with clarity and confidence.
We go beyond tax filing — we create personalized tax strategies to reduce your tax bill legally and help you plan for long-term success.
From entity selection to full state registration and EIN setup, we handle the entire business launch process — saving you time and avoiding costly mistakes.
We teach you how taxes impact your business — in simple, clear terms. So you can make smarter decisions and grow with confidence.
Not all tax professionals offer the same expertise or authority. At CleverTax, we believe it’s important for clients to understand the difference:
Tax Preparers
Anyone with a valid PTIN can prepare tax returns, and some complete continuing education through the IRS Annual Filing Season Program. However, they are not required to pass an exam or stay current on changing tax laws. Their IRS representation rights are limited to returns they personally filed.
Certified Public Accountants (CPAs)
CPAs are licensed at the state level and trained across a wide range of financial topics, including accounting, audits, and business consulting. Some specialize in tax, but not all. Their focus is often broader, and tax may not be their primary area.
Enrolled Agents (EAs)
Enrolled Agents are the only federally credentialed tax professionals who specialize exclusively in U.S. tax law. EAs must pass a comprehensive three-part IRS exam covering individual and business tax law and representation practices, and they complete annual continuing education to stay current with evolving tax codes.
Enrolled agent status is the highest credential the IRS awards, and EAs have unlimited representation rights before the IRS in audits, collections, and appeals.
At CleverTax, we don’t just fill out forms—we help business owners and individuals reduce tax liability legally and plan ahead with confidence.
Three steps to build a solid foundation and keep more of what you earn.
Start with a free discovery call where we learn about your goals, challenges, and business structure. We’ll recommend the best next steps for you.
Pick the service that fits your current needs — whether it's tax strategy, entity formation, or full tax preparation.
We’ll guide you with personalized advice or handle filings on your behalf — depending on the service you choose.