My background is in finance and banking, working for companies like Wells Fargo and Pacific Life, where I worked with individuals and business owners and spent much of my time reviewing and reconciling financial records. I started PMD Financial to help individuals and small business owners file their personal taxes seamlessly, with the price listed up front and one person handling their return from start to finish.
Credentials
- IRS
- Registered tax return preparer (PTIN)
- IRS
- Authorized e-file Provider (EFIN)
- CTEC
- Registered Tax Preparer (A371216)
- Intuit
- QuickBooks Online ProAdvisor
- CFA Institute
- Investment Foundations Certificate
- Education
- B.S., Business & Accounting
I'm not a CPA or enrolled agent. If your situation calls for one, I'll tell you.