Over 35 years of experience in Corporate tax planning and consulting, as well as Individual tax planning strategies for taxpayers of all economic levels. Advocate for retirement planning consulting, estate planning. My skills and knowledge are kept current by attending local and regional seminars and professional conferences. My favorite service is to assist new small to medium size business start off with a sound plan for success. Working with clients and educating them on easy ways to save taxes. With business clients, I enjoy working with them to set up easy streamlined method of recording the business financial information so a report...

We offer Income Tax Return Preparation and Filing, Accounting, Insurance and Financial Services.

Degrees and Certifications BA CSUF/CA Psychology/Business Advanced Certifications/Taxation. Finance. Insurance CA .Certified Tax Practitioner/CTEC IRS PTIN Tax Preparer/ IRS EFIN E FILE Licensed CA Health. Life Broker//VA Life HEALTH & Annuity//FL Life, HEALTH CMS ACA VA REFERRAL AGENT COVCA MKTPLACE CA REFERRAL AGENT CERTIFIED BROKER COVCA MKTPLC, US AFFORDABLE CARE ACT HEALTHCARE.GOV MEDICAID MEDICARE ELIGIBILITY VA RE Agent License /REALTOR 2000-2010 INACTIVE Specialists in All Business and Personal Tax, Accounting and Financial Development. All Accounting and Tax Compliance Functions. Gross income generator structures. Financial complian...

Enjoy helping people resolve tax issues that ultimately relieves the stress in their life even when it's filing a tax return or finding a way to eliminate tax debt.

I have over 10 years experience in the tax industry with vast knowledge of the tax code. I enjoy working with people and helping them keep their tax and finances in order.