Juan prepares and advises on personal and corporate tax returns, with a particular background in S-corps and general corporations. He sources and assesses relevant documents from our clients, communicates outstanding needs, and maintains data security throughout the tax preparation process. Juan is a certified tax preparer in California with over five years of tax experience, and is PTIN-certified by the IRS. With corporate experience in leadership roles, Juan can walk the walk of keeping clients satisfied, and thrives on the demanding ongoing education requirements to stay current in his tax preparer role.
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