As a licensed and federally authorized Tax Practitioner (Enrolled Agent) with a presence in all
50 states of the US, I am empowered by the U.S. Department of the Treasury to represent
taxpayers, including individuals and businesses, in tax issues such as audits, collections, and
appeals with the IRS. With a specialization in Tax Planning, Financial Planning, and Estate
Planning, I am committed to achieving ultimate customer satisfaction by understanding each
client's unique needs.
As a tax strategist, one of my key
responsibilities is to assist clients in reducing their tax obligations. This
is achieved by implementing various strategies, such as utilizing tax
deductions, credits, income splitting, and deferral techniques. With aggressive
tax planning, clients can save significant amounts of money on their taxable
income, which can be reinvested elsewhere.