I'm Arash
I’m an Enrolled Agent, licensed to represent taxpayers before the IRS, with a Master’s of Science in Taxation and 20 years of experience across various aspects of tax and personal finance.
My background includes roles as a Tax Staff member for CPA and tax/wealth management firms, a Money Coach, and a Tax Advisor for TurboTax and a tax law firm.
Before becoming a Tax Advisor, I spent four years as a Bank Examiner for the Department of Treasury and 10 years as a Money Laundering Investigator and Special Investigations Manager for three major U.S. banks. In this role, I dedicated much of my time to investigating unethical financial advisors, CPAs, insurance salespeople, attorneys, and other fiduciaries who had gone rogue. My mission is to help you keep your money safe and your tax bill low.
With a unique background in both tax advisory and financial investigations, I bring a wealth of knowledge to the table.
Credentials and Experience
- Enrolled Agent, licensed to represent taxpayers before the IRS.
- Master’s of Science in Taxation.
- 20 years of experience in tax and personal finance, including roles at CPA firms, tax law firms, and as a Money Coach.
Specialized Financial Expertise
- 4 years as a Bank Examiner for the Department of Treasury.
- 10 years as a Money Laundering Investigator/Special Investigations Manager for major U.S. banks.
- Certified Fraud Examiner since 2013, with extensive experience investigating unethical financial advisors, CPAs, insurance salespeople, and attorneys.
Past Licenses and Certifications
- Series 7, 66, & 63 (licenses required to manage assets for a fee)
- Life and Health Insurance License (including variable annuities and cash value insurance products)
- AHIP certification for selling Medicare Advantage Plans
- California Tax Education Council (CTEC)
- Certified Credit Counselor
- Certified Anti-Money Laundering Specialist
- California Licensed Private Investigator -#28370
I past the licensing/education requirements to be a financial advisor and insurance salesman. I have never charged for assets under management or sold insurance products. I pursued these licenses to deepen my knowledge of the process, education requirement, and background check. I let all of the below licenses/certifications expire. I do not currently maintain any of them. But I learned a lot earning them.
Book an appointment.
Book an appointment with me to gain clarity on your tax and financial situation. Together, we’ll make sure you understand your options, and the pros and cons of each financial decision.
