Profile

Willis Heslep, EAWillis Heslep, EA

I completed my CTEC (California Tax Education Council) California tax preparer training in 1996 and have prepared tax returns since 1997. In 2010 I passed all three Internal Revenue Exams to become an IRS Licensed Enrolled Agent. I completed my Bachelors in Business Degree and my Masters of Science in Accounting degree and worked for a firm doing tax returns and accounting and tax resolution. What I saw was so many people and businesses overpaying their taxes year after year, I then studied more tax law and became a Certified Tax Master and now I specialize in helping clients stop overpaying their taxes.

Lower Taxes = More Wealth.

Tax planning today reduces taxes you pay tomorrow. Along with Tax Planning and Tax Preparation I provide Retirement Planning and Wealth Management and I am a Series 65 Licensed Investment Advisor Representative (IAR), a Retirement Income Certified Professional (RICP) and a Graduate of the American College of Financial Services.