Besides having a steady income, key aspects to acquiring financial stability and most of all understanding your true wealth, is by always asking the right questions and living within your means by spending only what you can afford. Having a personal trustworthy bookkeeper with integrity by your side to guide you, together we can and we will achieve that goal for you by continually avoiding deviations from the systems in place and being well informed of your finances. To help us in our journey together, I have created a list of basic items for individual taxpayers, and home buyers/sellers that you can use for guidance, just click here. I will be updating this list as much as conveniently possible.
My Credentials
- California Registered Tax Preparer (CRTP) | California Tax Education Council (CTEC)
- Bachelors of Science degree in Business Administration (concentrated in accounting) | CSUDH.
- Past employment with the aerospace and defense industries (both public and private),
- Additional experience as a revenue and staff accountant for various companies
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