I am an experienced tax practitioner with a demonstrated history of working in the financial, technology, and transportation industry. I am an Enrolled Agent, EA; a prestigious designation from the Department of Treasury - IRS, and a certified QuickBooks ProAdvisor.
I am skilled in taxation, tax planning, tax resolution, and accounting services. I am also experienced with asset management, retirement distribution planning, and wealth protection strategies. Besides having a bachelor’s degree in Sciences/Liberal Arts, I have also achieved a Certification of Specialization in Accounting and a Certification of Specialization in Taxation that includes individuals, businesses (LLC, S-Corp, C-Corp), trusts and estates.
I have years of experience working at some of the prominent companies in the Bay Area of San Francisco, CA.
Now, I am the founder of ACTAX.