Practicing in the field of taxation and business for over 20 years. Experience concentrated in small businesses, nonprofits, Trusts/Estates/Wills, complex personal tax matters. Audit representation before both IRS and state taxing authorities. Tax planning and reviews.
Incorporation services. Corporate Revivors. Trust/Will administration. Assisting non-profits with incorporation and requests for tax exempt status with the IRS and California, review/assistance of proper governance.
In addition to being a California licensed attorney, also licensed as an Enrolled Agent by the Dept of Treasury. Enrolled Agents must demonstrate competency in the field of taxation and may represent clients before the IRS as well as all state taxing agencies. To learn more about Enrolled Agents, visit www.naea.org or www.csea.org
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|Association name||Position name||Duration|
|California State Bar||member||2009 - Present|
|California Society of Tax Consultants||President - Temecula Chapter||2004 - Present|
|NATP||Member||2004 - Present|
|Professional Women's Roundtable||Board Advisor, Expo Chairperson||2003 - Present|
|National Assoc of Enrolled Agents||N/A||2002 - Present|
|California Society of Enrolled Agents||Board Member - Palomar Chapter||2002 - Present|
|California Southern LS||N/A||Juris Doctorate (graduated #1 in class)||2009|