EXPERIENCE

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. I also serve on the Board of Directors for the Saddleback Memorial Hospital Foundation where I volunteer my time and knowledge to help this non-for-profit hospital that benefits so many people. My ethical standards are based in spiritual 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.