“There’s little more satisfying than the relief on a client’s face when I describe a strategy that can save them a significant amount of money.”
CLIFF’S BIO
For the past fifteen years, Cliff has worked with his team to develop a comprehensive yet streamlined approach to tax preparation which fits perfectly into The Cube retirement planning process. Along with the Prime Wealth Team, Cliff focuses on implementing pro-active tax strategies throughout the retirement planning process. Utilizing this innovative retirement planning process, Cliff works hand in hand with the industry professionals in his office, such as CPA’s, CFP’s, ChFC’s, CLU’s, and estate planning attorneys. At Prime Wealth Accounting we view this direct communication as an absolutely integral part of avoiding the common mistakes caused by a lack of communication between various advisors and preparers people may work with.
Industry Experience: 15+ years
- Graduate of W.P. Carrey School of Business at Arizona State University: Bachelor of Science in Accounting
- Series 6 – Investment Company Products/Variable Contracts Representative Examination
- Series 63 – Uniform Securities Agent State Law Examination
- Registered Representative with Centaurus Financial
- Personally, prepared over twenty thousand individual, trust, s-corp, and estate tax returns
- Frequent Presenter on Taxes in Retirement, Estate Planning, & Social Security 567 workshop platform
- Owns and operates one of the largest independent tax preparation firms in the Northwest Valley specializing in Taxation in Retirement
- Ability to file returns for all 50 states