Frequently Asked Questions

Answers to the Questions Rio Grande Valley
Business Owners Ask Most

Everything You’ve Wanted to Know About Working With O&M

FAQ

Your Tax Questions, Answered

An Enrolled Agent (EA) is a federally licensed tax professional with the highest credential awarded by the IRS. EAs specialize exclusively in taxation and are authorized to represent clients before the IRS in audits, appeals, and collections — nationwide. Unlike CPAs (who focus broadly on accounting) or seasonal preparers (who may have no federal licensing), an EA’s entire expertise is in tax law and strategy.

O&M clients save an average of $15,000 to $50,000 per year through strategic planning and entity optimization. For some clients — particularly those with higher revenue or suboptimal entity structures — savings can exceed $100,000 annually. The free strategy call is where we assess your specific situation and give you a realistic number.
Our services are best suited for business owners earning $300,000 or more annually. Below that threshold, the savings may not justify a full advisory engagement. However, business formation and bookkeeping services can benefit businesses at any revenue level. If you’re not sure, the free consultation will clarify whether we’re a fit.

Tax preparation is backward-looking — you provide last year’s information and someone files the return. Tax planning is forward-looking — you work with an advisor throughout the year to make strategic decisions that legally reduce your tax liability before it’s locked in. At O&M, preparation is the final step of a year-long planning process, not a standalone service.

Yes. While our office is located in Edinburg, TX, we serve clients throughout the Rio Grande Valley — including McAllen, Mission, Pharr, San Juan, Alamo, Weslaco, Harlingen, and Brownsville. Many clients also work with us remotely via phone, email, and virtual meetings.
Yes. Our team provides full professional service in both English and Spanish. For many of our clients in South Texas, having a trusted financial advisor who communicates clearly in their preferred language is essential — and we are proud to offer that.

Within 10 business days of your initial strategy call, you will receive a written, customized tax strategy document that outlines your savings opportunities and the specific steps to capture them.

O&M provides year-round support including quarterly review meetings, mid-year tax projections, a December year-end planning session, unlimited questions via phone, email, and WhatsApp, and full tax return preparation. You are never on your own.
Absolutely. Every strategy O&M implements is 100% legal, fully IRS-compliant, and designed to be audit-ready. We never recommend aggressive schemes, gray-area tactics, or anything that could put our clients at risk. Our reputation and our clients’ financial safety depend on it.

The first step is a free, no-obligation strategy call. You can schedule online at onmservices.com, call us at (956) 855-3880, or visit our office at 4414 S. Raul Longoria Rd., Suite B, Edinburg, TX 78542. The call takes about 30–45 minutes and gives you immediate clarity on what’s possible for your business.

 

Ready to Get Started?

The first step is free. Schedule your strategy call and know within 45 minutes exactly how much you’ve been overpaying — and what you can do about it.

Call (956) 855-3880
Schedule a Consultation
  • 4414 S. Raul Longoria Rd., Suite B Edinburg, TX 78542
  • (956) 855-3880
  • Bilingual service in English & Spanish

Ready to Stop Overpaying the IRS?

Schedule your free strategy session — most clients discover $15,000–$50,000+ in annual savings within the first call.

Schedule Free Strategy Session