Experience

California Society of Enrolled Agents

• United States
• Financial Services
• 1 - 100 Employee

• Member

  • Mar 2006 - Present

  California Professional organization of Enrolled Agents in California.

• Member

  • 2006 - Present

  Active in local North Bay Chapter (www.northbayea.org) where I previously served as president ('10-'11).



The Master's Tax & Financial Services

• Financial Services
• 1 - 100 Employee

• Co-Owner

  • 2005 - Present

  After three seasons of tax preparation for a major chain we purchased a small existing business. Now Janelle and I are both enrolled agents (a federal license for tax representation) and provide both tax return preparation and representation before the IRS and state tax boards. We are members of the National Association of Enrolled Agents (www.NAEA.org) and the California Society of Enrolled Agents (www.CSEA.org). I am also licensed for financial services and have a California life… Show more After three seasons of tax preparation for a major chain we purchased a small existing business. Now Janelle and I are both enrolled agents (a federal license for tax representation) and provide both tax return preparation and representation before the IRS and state tax boards. We are members of the National Association of Enrolled Agents (www.NAEA.org) and the California Society of Enrolled Agents (www.CSEA.org). I am also licensed for financial services and have a California life insurance license. In conjunction with our tax business I provide financial services through a broker/dealer. As an independent I am able to work with numerous companies for financial vehicles and insurance. The Master's Tax & Financial Services is not a broker/dealer. Show less


Richard Ogg
• Basketball Referee

  • Sep 1996 - Jan 2014

NCSLI
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee
• Treasurer (2011-2013)

  • Jan 2009 - Dec 2013


Agilent Technologies

• Biotechnology Research
• 700 & Above Employee

• Senior Metrologist

  • 2006 - Feb 2013

• SSU Support

  • 2001 - 2006

• Product Marketing

  • Feb 1992 - 2001


NCSL International
• United States
• Non-profit Organizations
• 1 - 100 Employee
• Treasurer

  • 2011 - 2013


H&R Block

• Information Technology & Services
• 1 - 100 Employee

• Tax Return Preparer

  • Dec 2002 - Apr 2005

  Santa Rosa, CA


Agilent Technologies (Hewlett Packard at the time)
• Product Support Engineer

  • 1980 - 1992

Agilent Technologies (Hewlett Packard at that time)
• Production Engineer

  • 1976 - 1980