(714) 987-2261

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SERVICES I PROVIDE

As an Enrolled Agent (EA), I am a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. Combined with my extensive experience in student loans and debt management, a spouse who is a dentist/practice owner, I am positioned to provide guidance.


As a fee only consultant, I am committed to serve your interest and act as a fiduciary advisor.


Contact me to schedule a consultation.

Video or phone appointments available evenings and weekends.

Tax Planning & Preparation

Student Debt Management Strategies

Asset & Wealth Management

Do you need help making important decisions? Contact me today and let me put you back on track.