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Professional Summary

Helping you to achieve financial wellness through proper tax planning with an emphasis on cleaning up prior year liabilities. More often than not, tax problems prohibit moving forward with future plans for business or financial growth opportunities. In addition to Individual Federal and all States, Small Business, Corporation, Partnership and prior year tax preparation, my expertise with complex tax issues and resolution has proven to be successful as well as valuable to my Clients. *Tax Preparation *Audit Representation *Past due individual, corporation, Trust Fund, Sales Tax liability negotiation and resolution *Garnishment and Levy issues *Federal Tax Lien matters *Offer-in-Compromise *Bookkeeping *Start-up/Formation Consulting

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Languages

  • English

Interests/Hobbies

  • Swimming
  • Skiing

Birthday

January 5

Social Media

Experience

Sole Proprietor
San Jose, California, USA 95123
Senior Tax Consultant
1991 - Present

Professional Certifications

Enrolled Agent (EA)
2008
Active

Associations and Societies

  • NAEA, CSEA, Mission Society, NTPI Graduate

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