Jeffrey has been a federally-licensed tax practitioner and business advisor since 2013. He specializes in taxation for California residents, small businesses, and Americans living abroad (US Expats). Over the years, he has prepared countless complex tax returns and successfully represented individuals and businesses under examination (Tax Audit) by the IRS and State of California. He received his MBA from California State University, Long Beach and is a licensed Enrolled Agent #107059.
Jeffrey provides local services from his flagship office in Downtown Huntington Beach, California as well as international services in South America; working side by side with Colombian accountants to support U.S. Expats in meeting their worldwide tax reporting obligations. He is fluent in Spanish, a self-proclaimed world traveler, and an avid runner.
Federally-Licensed Tax Practitioner
Enrolled Agents are America’s tax experts. They are the only federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Enrolled Agents are required to pass a strenuous three-part examination covering the three main aspects of taxation: individual taxation, business taxation, and representation, practice & procedure. According to the Society of Enrolled Agents, less than 1/3 of applicants pass the exam annually.
In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing education every three years to maintain their licenses. The Enrolled Agent designation is one of the most trusted professional designations a tax accountant can attain.