Q: Describe your practice. What are your clients’ greatest concerns regarding their taxes and financial planning?
A: I have been in the tax and financial services business for 32 years, and an Enrolled Agent since 1979. My practice consists principally of small business clients for whom I invest, tax plan and prepare tax returns. I am a registered representative with GE Financial Assurance. Additionally, I am a tax law instructor for the National Center for Professional Education (NCPE) teaching Partnership and Limited Liability Company (LLC) as well as Individual Tax Preparation. This May I will instruct for NCPE’s new TaxPayer Representation Series debuting in Hawaii.
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