A firm built on one standard.
White Card Tax was founded on a simple conviction: high-income clients deserve the same level of personal attention in tax matters that they expect everywhere else in their financial lives.
Enrolled Agent — the highest credential the IRS awards.
An Enrolled Agent (EA) is a federally licensed tax practitioner who has demonstrated expertise in tax law by passing a rigorous three-part examination administered by the IRS — covering individual taxation, business taxation, and representation. EAs hold unlimited practice rights before the IRS, meaning they can represent any client on any tax matter at any level of the IRS. Unlike CPAs or attorneys, the EA credential is exclusively focused on taxation. It is the only credential directly issued by the U.S. Department of the Treasury.
Federally licensed
Authorized to practice before the IRS in all 50 states — no geographic restriction.
Unlimited representation rights
Can represent clients in audits, appeals, and collections at every level of the IRS.
Tax-exclusive expertise
The EA credential covers only taxation — not general accounting or law — ensuring deep, focused knowledge.
Continuing education required
EAs must complete 72 hours of continuing education every three years to maintain their credential.
Private-client tax, built from the ground up.
White Card Tax was founded in Dallas, TX with a clear purpose: to bring private-client standards to tax planning and preparation for high-income individuals and business owners who have outgrown the transactional model.
Too many high-income clients are processed through firms that treat them like a number — handed off to junior staff, rushed through filing season, and left without a strategy for the year ahead. We built White Card Tax to be the alternative.
Every client relationship is direct, personal, and built for the long term. We serve clients in Dallas, Austin, San Antonio, Houston, and nationwide — and we are available 24/7 because your financial life does not keep business hours.
Edgar Iniestra
Founder, Enrolled Agent
Edgar founded White Card Tax to bring private-client standards to tax planning and preparation for high-income individuals and business owners. As an Enrolled Agent — the highest credential awarded by the IRS — he holds unlimited practice rights before the IRS in all 50 states.
Based in Dallas, TX, Edgar serves clients across the country with the same level of personal attention and discretion that high-income clients expect in every area of their financial lives.
Discretion
Your financial information is handled with the same care and confidentiality you expect from your attorney or private banker.
Precision
Every return, every strategy, every recommendation is reviewed with exacting attention to detail. There is no acceptable margin for error.
Proactivity
We do not wait for filing season to think about your taxes. Year-round planning is the standard, not an add-on.
Accessibility
Private clients have direct access to their advisor — not a call center, not a ticketing system. Available 24/7.
Begin a private-client relationship.
Available 24/7 · No obligation