I am proud to have celebrated my thirtieth tax season this year (WOW! I feel old), providing personalized financial guidance to individuals and businesses. My expertise ranges from tax preparation for individuals, businesses, trusts, and estates, to more in-depth services, such as tax planning, payroll, and other business services.
I became an Enrolled Agent in 1990, and am a member of the National Association of Enrolled Agents, and the California Society of Enrolled Agents. My ongoing education includes over thirty hours a year of classroom education as well as regular reading of journals and relevant news articles. Consequently I am not only up to date on the current tax laws, but also capable of dealing with complex tax issues, and representation before the Internal Revenue Service and other taxing authorities.
I strive to build strong relationships with my clients, and am proud that I have been serving many of my clients for well over twenty years. This requires open communications with my clients, so that I can provide solutions through research and in-depth analysis. I am dedicated to meeting these goals with high standards and professionalism.