Meet Jerald D'Souza, EA
Founder of Federal Direct Tax & Business Services, Jerald is an IRS Enrolled Agent with a passion for helping individuals and businesses navigate the complex world of taxation.
Years Payroll
Years Accounting
Years Tax Prep
Years QB ProAdvisor
Decades of Real-World Experience
Tax Preparation Begins
Started preparing individual and business tax returns, building the foundation of 35+ years of tax expertise.
Payroll Services Launch
Began managing payroll for small businesses — handling compliance, filings, and multi-state payroll.
Federal Direct Founded
Launched Federal Direct Tax & Business Services, bringing together years of payroll, accounting, and tax expertise under one roof.
Full Accounting Practice
Expanded into full-service bookkeeping and accounting for LLCs, S-Corps, and partnerships.
QuickBooks ProAdvisor
Became a certified QuickBooks ProAdvisor — now with 11+ years of expertise in QB setup, cleanup, and training.
IRS Authorizations & EFIN
Obtained CAF number (Nov 2017) for third-party IRS authorization and EFIN (Dec 2017) to securely e-file tax returns on behalf of clients. Also holds a PTIN (Preparer Tax Identification Number) for all prepared returns.
IRS Enrolled Agent
Earned the Enrolled Agent designation — the highest credential the IRS awards — licensed to represent taxpayers before all levels of the IRS.
Certified Tax Coach (CTC)
Earned the Certified Tax Coach designation from the American Institute of Certified Tax Planners (AICTP) — specializing in proactive tax planning strategies to help clients keep more of what they earn.
Tax Resolution Services
Launched dedicated IRS tax resolution and representation services — helping clients resolve back taxes, liens, levies, and audit notices.
Our Core Values
Integrity
Honest, transparent, and ethical in every interaction.
Accuracy
Meticulous attention to detail in every return and filing.
Client-First
Your financial success is our top priority, always.
Education
We explain the "why" so you can make informed decisions.
Credentials & Expertise
IRS Enrolled Agent — Licensed to represent taxpayers before all levels of the IRS
Extensive experience with individual and business tax preparation
Specialized in IRS audit representation and tax notice resolution
Expert in S-Corp, LLC, and Partnership tax strategy
Certified Tax Coach (CTC) — AICTP designation for proactive tax planning
QuickBooks ProAdvisor certified for bookkeeping and payroll
Tax resolution specialist — back taxes, liens, levies, and audit representation since 2018
EFIN Holder (since Dec 2017) — IRS-authorized to securely e-file tax returns on behalf of clients
CAF Number Holder (since Nov 2017) — IRS Centralized Authorization File for third-party representation
PTIN Holder — IRS Preparer Tax Identification Number for all prepared returns
Continuing education exceeds IRS requirements every cycle
Member of the National Association of Enrolled Agents (NAEA)