Tax Plan Advisor/Licensed Enrolled Agent/Office Manager
Meet Angela, an accomplished Enrolled Agent since 2015, she has successfully helped hundreds of clients not only stay in tax compliance but has assisted in saving thousands of dollars with tax planning strategies and providing representation services for clients who have found themselves in trouble with the IRS. A few notable cases were the removal of over $300,000 and over $500,000 in past tax debt the tax agencies "said" they owed.
Angela's journey in the tax preparation business began almost from the outset, owing to her familial connection as Pat's daughter. Despite briefly exploring alternative career paths, including a decade-long tenure as a corporate paralegal, Angela's passion for tax preparation drew her back into the field in 2004. With her wealth of knowledge, Angela plays a crucial role in the daily operations of the office, contributing significantly to its success.
Affectionately known as "OZ" (like the Wizard of Oz), Angela brings a touch of wizardry to the intricate world of taxes. While she may not have a crystal ball, Angela has the unique ability to guide you to the financial success you seek.
In addition to her impressive qualifications, Angela is an active member of several professional organizations, including the California Society of Tax Consultants (CSTC), the National Association of Enrolled Agents (NAEA), the California Association of Enrolled Agents (CAEA), and the National Association of Tax Professionals (NATP).
During 2024 Angela's goal is to obtain her investment advisor licensing to help make her client's financial success even more achievable.
Born in San Diego, Angela has been a proud resident of East County for over 40 years. Alongside her professional achievements, Angela is a devoted mother to two sons and a dog lover, rounding out her dynamic and multifaceted life.