During my time in the United States Naval Nuclear Power Program, I built my career based on integrity. It was also during this time that as operational commitments would permit, I often volunteered to assist shipmates with their tax preparation. It was something I loved to do, and knew that eventually I would return to it after my service ended.
In 2010 I began pursuing my Bachelor’s of Science in Accounting Degree from the University of Phoenix, and graduated in September, 2014. While earning my degree, I maintained a full time position as a Power Plant Manager operating three power plants in San Diego County where I wrote and managed a multi million dollar per year budget. I have also had the pleasure of raising 5 children with my beautiful and supportive wife Beth.
It was during this time attending classes that the desire to return to the tax, business, and financial world returned and again help others with confusing tax laws and business coaching.
In January of 2016, I earned my status as an Enrolled Agent, authorized to practice all aspects of taxation before the IRS.
Always trying to improve myself to be better for my clients, in July of 2017, I completed the Business Tax Verified Program through Pronto Tax School. It is an intensive course of instruction to better prepare me for the various business entities including LLC’s, C-Corporations, and S-Corporations.
As I began working with more businesses, I realized that business owners often wanted more than a tax professional. I began using my knowledge from my Accounting Degree and my Lean Six Sigma Certifications to help coach business owners in continuous improvement and understanding their financials.
In 2018, I became a Registered Tax Planner, assisting clients look forward in their tax planning needs.
In 2023, I began working on and eventually attaining my Certified CFO status so that I could learn better systems to coach my business family in their quest to improve their cash flow and business finances.
When I’m not in the office, I can be found in my BBQ Pit, working around my house, coaching my son’s soccer team, or cruising around on my Harley.
You have my personal guarantee that you will always receive the best possible services, whether you need services ranging from simple 1040, to business tax returns, to complicated Tax Planning.
I don’t treat you like a client, I treat you like my family!