Tax accountant with 20 years experience specializing on taxation for self-employed individuals, entrepreneurs, and business owners. I also help individuals with complex tax matters.
I offer full services to businesses consisting of tax preparation, bookkeeping, and payroll, including comprehensive tax planning on a month to month basis to ensure that every business owner and self-employed individual gets the best possible tax outcome.
When a new client comes to me with a tax or financial issue and I successfully resolve their problem with a step by step plan to ensure the client has peace of mind.
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A thorough review of the current tax situation of the person or business to determine the required needs and explanation of my services.
20 years experience in taxation
IRS Enrolled Agent credential since 2010 (An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a comprehensive IRS examination, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards and individuals who obtain this elite status must adhere to ethical standards. Enrolled Agents have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before).
MBA with Finance Emphasis from the University of Redlands
I was a tax and accounting instructor in a vocational school from 2009 to 2011
I offer a full service bundle for business owners that includes bookkeeping, payroll, and tax preparation. Additionally I also include month to month tax planning sessions to ensure that every major transaction has a favorable tax outcome.
This is suitable for business owners who want all these services from one provider and are offered on a flat fee per month.
Began acquiring my experience in a major tax company from 2000 to 2006. Branched out and began my own practice in 2007.
Self-employed individuals, business start-ups, rental property investors, out of state businesses, stock investors, foreign individuals, partnerships, LLCs, corporations, non-profit. tax audit representation for individuals and business entities, Quickbooks set-up and advising
The objective of a business is not just growth in sales or production, but also financial growth for the business owner. A great accountant will guide the business owner in making the best financial decisions through monthly planning to ensure that the right strategy is implemented that will create the best outcome.
How often is the accountant in communication with his/her clients?