For the last 28 years I have been helping my clients meet their life goals and achieve financial well-being. I am a Certified Financial Planner (CFP) and an Enrolled Agent (EA). What does this mean for you?

An Enrolled Agent is a professional tax practitioner enrolled to represent taxpayers before the Internal Revenue Service. EA's are the only practitioners required to demonstrate competence specifically in matters of taxation. We are the only taxpayer representative who receives that right from the U.S. Government, rather than from individual states. This means no matter what state you live in, we can prepare your taxes. All this is why EAs are considered a cut above the rest.

We are tax experts in all areas - individuals, partnerships, corporations, estates, trusts and other entities with tax-reporting requirements. Count on us for professional, timely and reliable services including:

- Tax Return Preparation
- Representation before the IRS (Audits, Collections & Appeals)
- Tax and Financial Planning
- Business and Investment Planning
- Retirement and Pension Funds
- Preserving your estate & Protecting your most valued asset
- Maximizing your overall savings

As a Certified Financial Planner (CFP) I have completed the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements. Anyone can call himself or herself a "financial planner". Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP certification marks. This provides you a sense of security that I can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. Bound by the CFP Code of Ethics, I have agreed to act fairly and diligently when providing you with financial planning advice and services, putting your interests first.

As both an Enrolled Agent and a Certified Financial Planner, I use all avenues of my education to be able to recognize how each financial decision will affect other areas of your finances, as well as your taxes. I consider not only the short term effect, but also the long term effect on your individual financial goals. I will assist you to avoid common mistakes investors make, avoid taxes on social security income, increase your fixed monthly income and protect your estate values. I make you and your needs my focus.

My securities registation is with QA3 Financial Corp., Omaha, NE. Any and all securities transactions occur through QA3 Financial Corp. In this capacity there is no affiliation between Irving Tax & Financial and QA3 Financial Corp.

My Securities Industry credentials include Series 7, 24 & 66.

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