My first dealings with the IRS involved having my December paycheck garnished because the IRS claimed I had not paid a previous year's tax liability. I knew I had paid, but I had used a money order (never do that!). After moving from Southern California to Northern California, I couldn't find the money order receipt. As a result, I was unable to provide my wife and three children with a decent Christmas that year; it was a humbling ordeal. That experience marked the beginning of my journey with the IRS and led me to obtain my California CTEC license in 1996, allowing me to start preparing tax returns. In 2004, I purchased a real estate franchise and a mortgage company. However, in 2008, the IRS audited my company for 2005 and then for 2006. After navigating the audit and coming out issue-free, I was motivated to enhance my tax preparation skills and knowledge.
Between 2009 and 2010, I completed my Enrolled Agent training, passed all three exams, and received my Enrolled Agent License in 2010. In 2011, we moved to Charlotte, North Carolina, where I earned my Bachelor's degree in Business and my Master's degree in Accounting. I worked for a firm focusing on tax returns, accounting, and tax resolution. During this time, I noticed that many people and businesses were overpaying their taxes year after year. I studied taxation further and became a Certified Tax Master in 2017. In 2024, I was certified as a Tax Planner through AITCP and completed my Main Street Certified Tax Advisor training, specializing in helping small business owners stop overpaying their taxes. Tax planning today can reduce the taxes you pay tomorrow. Along with tax planning, I provide financial planning and wealth management services. We offer full-service accounting, tax preparation, and tax planning.
After an honorable discharge from the USMC in 1988, I became a sales manager at a water company. In 1991, I obtained my insurance license, and in 1996, I completed my CTEC in California before opening my own real estate and mortgage franchise. I then obtained my securities licenses. We moved to Charlotte, NC, in 2010. I have been preparing tax returns since 1997. I am an IRS-authorized Enrolled Agent, licensed and admitted to practice before the IRS, and I hold a Master's degree in Accounting, along with several industry certifications in insurance and finance.
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