PTIN P00550942 - Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid 2019 PTIN before preparing returns.
AFSP Record of Completion - Annual Filing Season Program participants will have limited representation rights, meaning they can represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service.
Franchise Tax Board, California
CTEC ID #A155913 - Individuals who prepare federal or state tax returns in California, or assist in the preparation, must comply with the California Business and Professions Code, Section 22250-22259 by completing the required education, maintaining a $5,000 tax preparer bond, and registering with the California Tax Education Council (CTEC).
CW Post Center, LIU - BSBA - Magna Cum Laude
Hofstra University - MBA, Finance Banking and Investments