As an Enrolled Agent (2015), I’m federally-licensed to represent taxpayers before the IRS in collections, audits, and appeals. EAs are granted unlimited practice rights to represent taxpayers before IRS by the Department of Treasury's Circular 230 regulations, and to prepare income tax returns for any entities with tax reporting requirements in all 50 US states. With a BS in Business/Accountancy (2006), and a career background in tax preparation, financial audits, and administrative law, I’m uniquely equipped to both prepare tax returns and represent clients through audits and appeals.

One of my top priorities is empowering clients to understand and take/maintain control of their tax situation. To that end, I’m largely available to answer questions for my clients by phone or email year-round. I work from my home office in Carmichael, CA. My practice is completely remote, with meetings conducted via videoconference and document exchange and signatures run through a secure online portal. I do have hard copy drop off and pick up options available upon request, but in-person meetings are not available.

I maintain a limited bookkeeping client base. My preferred areas of focus are SCorp transition and book cleanup for small businesses. Bookkeeping clients are considered on a case-by-case basis and require a QuickBooks online subscription and the ability to use the internet (portal, chat, e-invoicing, smartphone apps, etc.).