I’m an Arizona transplant from Colorado. The West has been my home most of my life and I have loved every minute of it. I was born in Michigan but in the late 60’s the lure of the West was just too much. I took my young family to Colorado where I would learn to enjoy skiing, hiking and everything that the great outdoors could offer. In the 70’s I purchased and ran a drug store in Monte Vista Colorado, then another in Alamosa, and then a Hallmark store.
In my mid 40s after attending Adams State College in Alamosa, CO I began Advisor Tax Service, LLC. Because of my former business experience, I am able to greatly assist my business clients. I have been an IRS Enrolled Agent (EA) since 1999, served for over 10 years as a SCORE counselor to small business, became a Certified Financial Planner (CFP) in 1990 and was licensed with the SEC as Series 7. Although I have the experience as an “Investment Advisor”, I no longer sell investment products.
I now reside in Quail Creek Green Valley/Sahuarita area of southern Arizona. An entirely different atmosphere when compared to Colorado but I have found I enjoy it just as much.
I hope to meet you soon and maybe I can be of assistance with your tax work. I guarantee all my work and as an Enrolled Agent can assist you with IRS difficulties. I strive to deliver excellent service and counseling with all my clients. Please visit www.AdvisorTax.com).