Enrolled Agent - registered with IRS for US and International Tax Representation.
Bachelors Degree - Accounting & Auditing
Over 30 years experience in Accounting, Auditing & Tax preparation. Includes experience as CFO and Controller, not only for a variety of Corporations, but as an Entrepreneur, overseeing Finance and Operations for own business. This "real world" experience provides insights to issues that Clients experience in life and business.
Member of the California Society of Tax consultants and maintains a minimum of 72 hours Continuing Professional Education classes., in order to retain Current Certification and be able to deal with current Tax and Accounting issues.
As a Specialist in Tax, Finance and Accounting, partner with those with specialized knowledge in the fields of Insurance, Investments and Legal practice. This allows me to remain focused on my specific areas of specialization.
The word "Problem" does not exist. There are "Solutions" to every situation. I work as a partner and sounding board to find that solution.
For many years I gave back to Society as a member of Rotary Club, and had family support in competitive Off Road Racing, first in cars, then ATV's.Today the passion for motor cycles still exists, and whenever Tax season allows, spend time riding a Sport Touring motorcycle on road, and a UTV in the desert.
Who says "Accountants have to be grey men in grey suits" ?