We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Richard Aragon, EA
Richard Aragon, EA, specializes in tax preparation and tax audit representation for individual and corporate taxpayers. He has honed his skills through years of experience, obtaining professional credentials and continuing education. As an Enrolled Agent, he is committed to the professional and ethical standards in dealing with tax matters.
Furthering his holistic services to clients, he offered insurance products that can significantly provide comprehensive protection not just to the insured family but the insured as well. His advocacy of promoting “living benefits” as an essential component for life insurance supports his ideals. To put it simply, it is life insurance with accelerated death benefits in the event the insured summons to critical, chronic and terminal illness. He believes that in the case of unfortunate circumstance, having a supplemental financial resource for owning this kind of insurance can truly bring peace of mind.
For a tax-focused retirement planning and wealth management, he can help a client find the right approach. There are several financial planning vehicles and together with his qualified associates, an appropriate solution will always be available.
Providing support to small business through business formation, bookkeeping, and payroll processing is one expertise he imparts to starting entrepreneurs. Starting and managing a business himself, he knows its complexity and the appropriate ways to optimize business success.
There is just one mission, “to help you optimize your dollars the right way”.
- National Association of Enrolled Agents (NTPI Fellow)
- Member, National Association of Tax Professional
- AIPB – American Institute of Professional Bookkeepers
- Life Producer, State of Nevada
- Formerly licensed, Investment Company and Variable Annuity Products, National Association of Securities Dealers, Inc. (NASD)