As an Enrolled Agent (EA), I hold the highest credential the IRS awards and can provide IRS representation and resolution for unfiled prior year and current year 1040 tax returns, payment arrangements, offer-in-compromise (OIC), currently not collectible (CNC), and extensions to pay. Additionally, I am a Licensed Tax Consultant and regulated by the Oregon Board of Tax Practitioners.
Aside from tax preparation qualifications, I have an MBA, am a CERTIFIED FINANCIAL PLANNER™ (CFP®), and have earned the Accredited Wealth Management Advisor designation. I am a member of the National Association of Personal Financial Advisors, the XY Planning Network, and the Financial Planning Association®. I am a fiduciary, fee-only Investment Advisor Representative.
Outside of helping others learn about their personal finances, I am an avid reader, enjoy spending time outdoors, and love to travel.