THE MOST FUN TAX TEAM EVER
IS IN YOUR CORNER
THE LOCAL YEAR ROUND FRIENDLY TAX EXPERTS
Enrolled Agent (EA #137989)
Having earned an Enrolled Agent Certificate from the IRS, allows me to expand the ways in which I can help our clients. Providing the highest levels of professionalism, good old fashion hard work and exceptional customer service are my cornerstones. Education and sports have been a big part of my life. As a teacher, coach and administrator I developed valuable skills such as active listening, clear communication and creative problem solving. My areas of expertise include small business, real estate and rental properties. It is important to make sure our customers are not only well informed but understand their tax situation in order to make the best financial decisions to support their goals.
CRTP, Notary (CTEC #A277211) & QuickBooks ProAdvisor
What can I say, I love numbers! There is just something about them I find fascinating. For many years, as I traveled the world, first as a retail buyer and then in sales and importing of consumer goods, I got used to working with really big figures. These experiences helped form my knowledge of business and entity structure. I had to keep great records and became adept at bookkeeping and corporate tax returns. Growing up the son of a banker, I guess it was inevitable that I would end up in a business using my attraction with numbers and taxes to help people with theirs. There are always changes to the tax laws and I enjoy helping people understand (and improve) their individual situations. I still enjoy traveling (after tax season, of course) but it’s much more fun to lay on the beach in Mexico than walk through the factories in Asia.
Let's talk shop! Exchanging ideas with business owners is one of my great joys! In representing Taxpros+, I get to do just that! We are very active members of the business community where I have the privilege of serving as a Board Member of the San Clemente Chamber of Commerce and Immediate Past Board Member of the San Clemente Downtown Business Association. As manager, I stay focused on customer service and communication while providing support for the rest of the team. I am grateful to our clients and the community for embracing our business and referring their peeps! Thanks for keeping it local! Shop Local - Support Local!
Tax Prep, CRTP & Bookkeeping
Nothing like giving back to the city you grew up in and love! Having graduated from California State University San Marcos with an Accounting degree and minor in Economics, has allowed me to help individuals/businesses save money on taxes, while simultaneously teaching them new things. I joined the Tax Pros team back in 2019 and can honestly say it is the most rewarding job there is. I continue to learn every day and am on course to earn my CPA license in the near future. In my free time, I like to play soccer and go on walks/hikes. If you don’t catch me at work, you’ll catch me on the fields!
También hablo español y me encanta ayudar a mis clientes que hablan español.