Call Us Today for a FREE Consultation

Professional Affiliations

National Association of Enrolled Agents

Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS. 



California Association of Enrolled Agents

Enrolled Agents are America's Tax Experts.



Board of Certified Financial Planners

Certified Financial Planner™ professionals are competent, well-educated and held to the highest ethical standards.

CFP logo_2



  • PhD - Finance & Income and Estate Planning - Employee Benefits - magna cum laude
  • MBA - Finance & Accounting, magna cum laude
  • BA -Queens College, New York