Tax Preparation Huntington Beach (Orange County) CA Lee Robinson CFP, EA, RIA
Welcome
Financial Planning
• Comprehensive
• Retirement
• Estate
• College
Income Tax
• Individual
• Business
• Corporation
* Non-Profit
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Income Tax Preparation & Financial Planning
My objective is to provide professional, competent tax and financial planning services to my clients.
My background includes a master of arts degree in Public Administration from Eastern Michigan University, and a Bachelor of Science degree in Accounting from Indiana State University.
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, and college funding.
