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Aureus Advisory Partners

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Aureus Advisory Partners provides fractional CFO services, NIL tax strategy, and proactive tax planning for founders, athletes, and real estate builders across the United States. Based in Helotes, TX and serving clients nationally.

  • Min project size
    Undisclosed
  • Hourly rate
    $25 - $49 / hr
  • Employees
    2 - 9
  • Year founded
    Founded 2019

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    Our Story

    Aureus Advisory Partners is a tax and financial advisory firm based in Helotes, TX, serving individuals, families, and small businesses across the United States. Our Managing Partner, Marilyn Cunningham, is an IRS Enrolled Agent - the highest credential the IRS grants, which means we can represent clients directly before the IRS, not just file their returns. We're a small firm that takes the time to actually know our clients. No call centers, no handoffs, just straightforward tax help.

    What Sets Us Apart

    IRS Enrolled Agent Expertise

    Our Managing Partner is an IRS Enrolled Agent - the highest federal tax credential available. That means we don't just prepare returns, we can represent clients before the IRS for audits, disputes, and collections.

    Personalized, One-on-One Service

    We're a small firm by design. Every client works directly with us. No associates, no handoffs, no call centers. You get expert attention on your actual situation.

    Nationwide Remote Service

    We serve clients across the United States remotely, so you get specialized EA-level expertise no matter where you're located.

    Tools and Technology

    Microsoft Teams
    Zoom
    Google Meet
    Zapier
    BambooHR
    Microsoft Excel
    HubSpot
    Google Forms
    Microsoft Outlook

    Commonly Asked Questions

    An Enrolled Agent (EA) is a tax professional licensed by the federal government and authorized to represent taxpayers before the IRS. It's the highest credential the IRS awards, and unlike CPAs or attorneys, EAs specialize exclusively in taxation.

    Yes - we work with individuals and businesses across the United States remotely. You don't need to be local to work with us.

    We work with individuals, freelancers, and small business owners at all stages - from straightforward tax filing to complex IRS representation and tax planning.

    Yes. As an IRS Enrolled Agent, MJ has unlimited representation rights before the IRS, including audits, appeals, and collections.

    Reach out via our website at aureusadv.com or email us at hello@aureusadv.com to schedule an initial consultation.

    Contact Aureus Advisory Partners

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