In - person or Online meeting is by Appointment Only.
Enrolled Agent (EA)
Licensed by the Internal Revenue Service (IRS)
Credential ID: 0014****
Issued: September 2022 • Expires: March 2029
Active/Current Licenses & Certifications
Notary Public Commission
Washington State Department of Licensing
Credential ID: 2203****
Issued: November 2022 • Expires: November 2026
Certified Public Accountant (CPA) Candidate
California Board of Accountancy
National Candidate ID: 1212***
California, USA
QuickBooks Online Level 2 ProAdvisor Certified
Intuit ProAdvisor Program
Originally Issued: 2014 • Renewed Annually • Current through 2026
Previous Licenses & Certifications
Payroll Compliance Practitioner (PCP)
National Payroll Institute
Canada
Canadian Investment Funds / Mutual Funds License
Dealer Licensed – Provinces of Alberta and Saskatchewan
Canada