Our Story, Mission & What Makes Us Different
We are a full-service Enrolled Agent firm built specifically for the Rio Grande Valley business community. Located in Edinburg, Texas, we serve small business owners, self-employed professionals, and established companies who are tired of reactive bookkeeping and ready for proactive financial strategy.
Our mission: help business owners across McAllen, Edinburg, and South Texas save tens of thousands of dollars in taxes every year through legal, fully compliant strategies — while protecting their assets and building long-term wealth.
An Enrolled Agent (EA) is a federally licensed tax professional — the highest credential awarded directly by the Internal Revenue Service. Unlike general tax preparers or seasonal employees, Enrolled Agents are authorized to represent clients before the IRS in audits, appeals, and collections nationwide.
When you work with O&M, you’re working with credentialed professionals who have demonstrated the highest level of tax expertise recognized by the federal government.
Most tax offices focus on preparation. We focus on strategy — building, implementing, and adjusting a tax plan that legally minimizes what you owe year-round.
Our team provides full professional service in English and Spanish. In a region where clear financial communication matters, nothing gets lost in translation.
We look at your entire business — entity structure, cash flow, growth plans — and create strategies aligned with where you're going, not just where you've been.
Tax compliance is the minimum. We focus on building wealth — every recommendation is designed to increase profitability, reduce liability, and protect your future.
We know the Rio Grande Valley — its industries, economy, and people. That local knowledge translates into strategies that are relevant and practical.
No surprises - ever. Clear pricing, clear communication, and clear results from day one.
Every strategy we implement is 100% legal, fully IRS-approved, and built to withstand scrunity.
We succeed when you succeed. Your growth is our goal - not just your annual filing.
Year-round support via phone, email, WhatsApp, and in-person meetings at our Edinburg office.
We're not satisfied unless you're saving significant money and actively building long-term wealth.
Full professional service in English and Spanish for the South Texas business community.
Common Clients Include: Medical and dental professionals, real estate agents and brokers, insurance agents, contractors, consultants, attorneys, and other service-based professionals across Edinburg, McAllen, and the Rio Grande Valley.
4414 S. Raul Longoria Rd., Suite B, Edinburg, TX 78542
Schedule your free strategy session — most clients discover $15,000–$50,000+ in annual savings within the first call.