Tax Planning/Expert Profile

Expertise

As an Enrolled Agent, I am fully capable of providing tax advice as it relates to personal and business income taxes. Enrolled Agents are the only Federally licensed tax practitioners and are admitted to practice before all administrative functions of the IRS. My specialty is working with small business owners who file Schedule "C" and helping them to structure their business in such a way as to maximize as many tax advantages as possible. I also enjoy working with individuals who have both routine as well as complex tax situations. Members of the National Association of Enrolled Agents must complete a minimum of 90 hours of Continuing Professional Education in Taxation every three years. This puts us at a tremendous advantage when it comes to providing outstanding and up-to-date tax planning and advice. Although I am licensed to handle and do, in fact, work with Non-Profit Organization compliance (Form 990 series), Trust/Fiduciary Returns, and Estate & Gift Tax Returns, I prefer to concentrate on individuals and small business tax planning.

Experience in the area

I have a 25 year background in financial services including tax, bookkeeping, insurance, real estate and securities. I was previously the Chief Financial Officer of a local and national franchise organization. I currently own (in partnership with another EA) an individual and small business financial engineering firm where I work with nearly 500 individuals and small business owners in California, Texas, and Arizona, assisting them in all aspects of their tax and financial well-being.

Organizations

National Association of Enrolled Agents, California Society of Enrolled Agents, National Society of Accountants, National Association of Tax Professionals, National Society of Tax Professionals, American Institute of Professional Bookkeepers

Education/Credentials

Enrolled Agent, Admitted to Practice Before the IRS, Accredited Tax Preparer, Fellow of National Tax Practice Institute, Certified QuickBooks ProAdvisor (since 1999), Sleeter Group Certified QuickBooks Consultant, Life & Disability Insurance Agent License (California, Texas, Maine), Real Estate Agent License (California); Many years of continuing education in all these fields.

Past/Present Clients

http://www.betterbusinessventures.com/our_clients.html