- REGISTERED TAX PREPARER WITH CALIFORNIA TAX EDUCATION COUNCIL
- ASSOCIATES DEGREE IN ACCOUNTING, SIERRA COLLEGE
- ASSOCIATES DEGREE IN BUSINESS ADMINISTRATION, SIERRA COLLEGE
- REGISTERED NOTARY PUBLIC
Chad has been helping his clients save tax dollars since becoming a Registered Tax Preparer in 2011. After earning two Associate degrees at Sierra College in 2009, he attended California State University Sacramento. As a student of Sac State, he was an active member of the Accounting Society where he served in leadership and performed many hours of community service and earned the status of Gold Member.
Chad has been well trained and has spent many hours learning to prepare individual tax returns, Corporations, Trusts, bookkeeping, and payroll. He specializes in small business and will break down how and when to Incorporate and the advantages thereof. He looks for ways to save you money and takes the time with each client to build a lasting relationship of trust.
Chad looks forward to meeting with his clients each year and always looks for more ways he can help them. He is someone that you can depend on all year with tax questions and for tax planning. He loves serving his clients and as your tax needs change he will adapt to and grow with you. Chad is someone that you can rely on and trust with your tax needs.
Related Staff
Ronek Bhatt, CPA
Ronek is a Certified Public Accountant. He graduated from California State University, Fresno in 2011 with a degree in accounting and has since worked in various fields of public and private accounting.
Harsimran S. Mundi, Staff Accountant
Harsimran joined our team in 2019 as a Staff Accountant. Born and raised in Southern California, he has a Bachelor of Arts degree in Accounting from California Polytechnic State University Pomona.
Jessica Delgado, Staff Accountant
Jessica is a Staff Accountant who received her degree in accounting from California State University, Fresno in 2016. She has worked In private and public accounting gaining knowledge in different industries.
Kayla Shular, Admin Assistant
Kayla joined our firm in 2018 & holds the position of Administrative Assistant & Receptionist. She has extensive experience in the recreational industry, medical terminology & transcription, bookkeeping, & office administration.