I prepare federal & state tax returns for individuals & businesses of all types: income tax, sales tax, and exempt organizations (Form 990 & 990-PF), exemption applications (Forms 1023).
I have a Masters Degree in Taxation from Golden Gate University. I am also an enrolled agent -- a federally licensed tax practitioner. I have been providing tax services for over ten years, and I do all of the work myself to provide personal attention. I utilize technology to increase efficiency and provide client conveniences. I utilize one of the premier high-end tax software products available for tax professionals (not TurboTax).
I prepare tax returns for a variety of individuals and businesses, and I do all work myself.
Internal Revenue Service
Golden Gate University
Masters Degree - Taxation
2001 - 2005
Accounting 4 Solutions, LLC
1997 - Present
Private tax practice for individuals and businesses, conduct sales tax research
2006 - 2006
Prepared exempt organization tax returns for some of the largest and most complex organizations in the country.
2000 - 2005
Coded and tested tax software for CCH's ProSystem fx.
City of Hope
1995 - 2000
Prepared exempt organization and trust returns for this non-profit hospital. I also managed all of the tax compliance issues required for fundraising.
Number of Employees
Full payment is generally due at completion of project. For exemption applications, a retainer is necessary to commence the process.
US Digital Imaging Group, Treasurer
Preparation of exemption application and tax returns.
Casa Nova Films, President
Prepared exemption application (Form 1023) and tax returns (Forms 990).
Los Angeles Youth Supportive Services, President
Preparation of tax returns and consultation for tax compliance issues.
Committee for the Development of El Piche, President
Prepared exemption application and tax returns.