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Specialties
Tax preparation for individuals, businesses of all kinds, trusts, payroll, write-up, bookkeeping, business consultation, financial consultation, Genworth Financial Securities connection.
History
Established in 1992.
My background includes a Bachelor’s Degree in Accounting. I also hold a Master’s in Education. Over the years I have been a CFO & President of a variety of small corporations, have performed internal auditing, and bookkeeping for various businesses. My tax preparation started over 20 years ago and I have a sizable clientele at the present time. I love to sit with people and help them maximize their financial position whether it be to lower their taxes, increase their business proceeds, or invest in more lucrative instruments. Can help with IRS audits and/or old tax issues. I am an enrolled agent licensed to practice before the IRS.
Meet the Business Owner
Richard S.
Business Owner
Born in Boston. Have a Bachelor’s Degree from Bentley University, and a Master’s Degree from Suffolk University — both located in the Boston area. Have been interested in personal growth and meditation my whole life, as well as, competitive sports and games. Lived in India for several years where I studied with a spiritual Master. Still sit in meditation at a Zendo on top of Sonoma Mountain.
Currently live in Novato with my lovely wife where we are often seen on one of the trails overlooking the Marin County Community College Campus.
Love to meet and talk with people which is great for the type of business I’m in.