Proven track record with outstanding client experience. Elevating customer service, integrated tax preparation & planning, small business specialist.
Expertise
Multi-State Taxes
Self-Employment Income
Retirement Income
Employee Stock Purchase Plan
Foreign Income
Cryptocurrency
Business Tax Returns
Farm Income
Partnership (Business Tax Expertise)
S Corporation (Business Tax Expertise)
Rental Property Income
Schedule K-1
ISO Exercise
C Corporation (Business Tax Expertise)
Experience
Verified Pro with 25 years of experience
Meet online
Cypress, CA
How we’ll work together
Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
Upload your documents
I’ll help you understand what documents you need to upload.
Review and file
After you review, I’ll file your taxes for you. And you’re done!
About me
Nice to meet you 👋
Inspired passion leads to success, a little faith & innovation, we are all in these together. Active listener, lifelong learner, proactive, adaptive strategies for sustainable growth.
Enhance strategies for businesses & individuals financial-well being & happiness. Accredited financial counselor, business & personal finance, estate & retirement planning. RIA expertise includes RE, investments & protection portfolios.
More than twenty licenses, certifications, credentials, degrees, & designations. I am an IRS enrolled agent since 2014.
I am grounded in the biblical values of humility, honesty, integrity, respect, kindness, compassion, love one another. I believe in giving back to the community. Volunteer at the long beach senior center, previously assistant organizer meetup beach volleyball, moderator & educator, many mission work, & also with the IRS VITA program.
Work virtual/remote US Small Business administration, small business concerns. Save more of your precious limited & valuable time for more important things. At your convenience start & get your income tax done remotely; no traffic , travel time, waiting in the lobby.
Important principle of a one stop shop, instead of 4 or 5 professionals. Consolidate now, only deal with yours truly. Let us start now with your most important financial needs & concerns.
TEXT PREFER DURING BUSINESS HOURS (714)395-0192 on a side note, Fluent in Tagalog.
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