
Monterey County Business Council

ASBDC Accredited Member seal
Soothe your tax season headaches with this workshop! We will cover common questions around entity types, deductions, tax planning techniques and more, as well as talk about updates for this tax season. A Q+A will be held at the end of the webinar.
Key Topics:
Bill has over 25 years of experience as a small business owner in Silicon Valley. Bill's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included :trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneus, hair salons, machine shops and more.
Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients.
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP® Certified Financial Planner.
He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science.
Monterey County Business Council
ASBDC Accredited Member seal
Funded in part through a Cooperative Agreement with the U.S. Small Business Administration and a Grant with the Governor’s Office of Business and Economic Development. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA or the Governor’s Office of Business and Economic Development. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the California SBDC closest to you.