La Mesa, CA
Tax Preparation and Planning
Specialties: Tax preparation, tax planning, audit defense, incorporation, trust formation and tax debt resolution. I am a CPA and enrolled agent who has over ten years of experience working in Drake, Lacerte, Proseries, Quickbooks Online and Quickbooks Desktop. I have extensive experience with real estate, 1031 exchanges, 3115 change in account, cost segregation, review, planning, cryptocurrency, entities and trusts. I am deeply familiar with Lacerte, Drake and Proseries. I have worked on the software development side for Intuit and I can pick up pretty much any program right away. I have worked in cloud environments for 5 years and I am used to Verito, Right Networks, and in house networking systems.
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