Tax Preparation Huntington Beach (Orange County) CA Lee Robinson CFP, EA, RIA
SYNOPSIS OF CAPABILITIES:
Lee Robinson
Other:
Certified Financial Planner™, CFP®, Certified Financial Planner Board of Standards.
Registered Investment Adviser State of California.
CFP Professional Education Program, College of Financial Planning, Denver, Colorado.
Enrolled Agent (EA), Internal Revenue Service.
Accredited Tax Preparer (ATP), College of Financial Planning, Denver, Colorado.
Accredited Business Account (ABA), Accreditation Council for Accountancy and Taxation, Inc., Alexandria, Virginia.
Accredited Tax Preparer (ATP), Accreditation Council for Accountancy and Taxation, Inc., Alexandria, Virginia.
EMPLOYMENT HIGHLIGHTS
I have been self-employed as a tax practitioner, financial planner for more than twenty years. As an Enrolled Agent my experiences include the preparation of individual, business, and estate taxes; representation of taxpayers through the submission of Offers in Compromise, Installment Agreements, Insolvency issues, and at audit. As a Certified Financial Planner®, I offer comprehensive financial planning for income tax, retirement, investments, college funding, and insurance.
Education:
Master of Arts degree, Eastern Michigan University, Ypsilanti, Michigan majoring in Public Administration.
Bachelor of Science degree, Indiana State University, Terre Haute, Indiana majoring in Accounting.
OBJECTIVE:
My objective is to provide professional, competent tax and financial planning services to my clients.
Mailing: PO Box 2967
Costa Mesa, CA 92628-2967
Office: 315 3rd Street Suite C
Huntington Beach, CA 92648
REFERENCES
References available upon request.
