San Diego, CA
I'm an IRS tax enrolled agent and FINRA (Financial Industry Regulatory Authority) registered fiduciary investment advisor with Commpex Tax Strategies. Any information we receive from you will remain highly confidential and Safe.
At Commpex, our clients are our first priority.
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What do you love most about your job?
I love to help people make a better financial life for themselves.
What inspired you to start your own business?
I always thought by having my own business, I can serve my society better and be more impactful.
Why should our clients choose you?
Because I care, I'm accurate, and I can positively impact their lives.
Can you provide your services online or remotely? If so, please add details.
Yes. I use Zoom and other tools to conduct my business online.
What changes have you made to keep your customers safe from Covid-19?
I took my entire business online. Increased my hours to be present for them in case they needed me in these difficult times.
Tax Planning
Plan Implementation
Tax Preparation