Bob is an Enrolled Agent as well as one of the founding managing members of ATAA LLC. Bob has over 40 plus years of experience in helping clients meet their personal and business needs in the business environment of which the past 20 years have been focused on tax planning, consulting and preparation. Bob provides businesses and individuals with accounting, tax preparation and, advisory services.
As an enrolled agent, Bob is licensed by the IRS. He is subject to a suitability check, had to pass a three-part Special Enrollment Examination, which is a comprehensive exam that required Bob to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. Bob must complete 72 hours of continuing education every 3 years including continuing education in ethics.
Bob believes in proactive tax planning. Throughout the year he keeps business and individual clients informed about tax law changes, opportunities and potential tax liabilities. He assists clients with corporate and individual income tax compliance and advises on sales and payroll tax strategies. An important part of running any successful business is the understanding of how to handle challenging situations. To assist his clients, Bob provides ongoing consulting services including profitability planning and tax strategies. Bob is a six year member of the National Association of Tax Professionals and a participate in the IRS Annual Filing Season Program.