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About Bill 

Growing up in Thousand Oaks, California, I was fortunate to experience something truly special – the summer training camp of the Dallas Cowboys practically in my backyard. As a boy, having "America's team" just three blocks away was more than exciting; it was a unique connection to the sport I loved.

My academic journey led me to Cal Poly, San Luis Obispo and Utah State University, where I honed my skills and pursued a path that eventually led me to become an Internal Revenue Agent for the IRS. Somewhere along the tax-filled road, I realized my heart beats a little faster for preparing tax returns than unraveling audits. Delving into people's lives via their taxes, decoding their financial tales, and leaving a positive thumbprint – that's where the real tax magic happens for me. It's like solving puzzles with a sprinkle of human touch. Now, that's a fulfilling tax journey!

Outside the world of numbers and forms, I'm an avid reader who cherishes spending time with my family. I believe in the power of positive connections, and that's what drives me in my work. Building meaningful relationships with clients isn't just about numbers; it's about creating positive experiences and making a genuine, lasting impact on their lives.

I've found joy in forging these connections and look forward to the opportunity to get to know you. Let's embark on this journey together, where understanding your story and helping you navigate through taxes isn't just a job but a privilege I deeply value. 

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