Tax Payer Representatative and Tax Consultant
Professional career highlights:
2000 to present
Principal of Smarter Tax Solutions
2013 to present
National Association of Tax Professionals, NM Chapter
Chapter President 2013 - 2015
Education Chair 2016 - 2017
Founder and President, MoneyWork$
Fee only financial planning and tax prep. Held Registered Investment Advisor license.
"For people who are not yet wealthy"
Education and Certifications
2005 Specialist in Tax Controversies
2001 Enrolled Agent with the U S Treasury
1985 Registered Investment Advisor (SEC) (1985-1988)
1979 Certified Internal Auditor (1979 - 1981)
1977 MBA International Business and Finance
the University of Chicago Booth School
1975 BS magna cum laude Marketing
Metro State ---University of Colorado
Questions or concerns?
Call us at +1 505 9224973 or use our contact form.
Or use our contact form.
NEWS and ACTION LIST
Whenever you are contacted by the IRS whether in person, phone or mail, please contact us. We are your protection.
Alimony Audits: The IRS is sending letters asking for proof of alimony paid. Why? The $2.3 billion in deductions without corresponding income.
By Appointment, please