|
|
|
I
have 18 years of experience preparing tax returns and have seen just
about every situation you can imagine. I am authorized to prepare tax
returns by the California Tax Education Council. As a Registered Tax
Preparer I am required to meet annual educational requirements. I
regularly attend educational courses and seminars far beyond these
requirements to increase my knowledge of complicated tax issues. I like
to participate in organizations like the California Society of Tax
Consultants which provide some of the best tax education anywhere. Tax
laws constantly change and it is imperative to keep abreast of how it
will affect my clients.
My expertise extends beyond taxation to related financial matters
with tax implications such as insurance, investing, long term care,
education planning and business management.
My ethical standards are based in principles and practices that
keep me focused on a higher purpose. More than just numbers and money,
this profession is about helping people. Life passes by so fast, when I
leave this earth I want to leave a legacy of caring and integrity that
will make my children proud. Having someone to guide you and care about
your financial condition is so important. My clients are like family
in many ways and I have a vested interest in their success.
|
