User:Okiebill

From TaxAlmanac

Hello, I am OkieBill I came into the tax business via the investment business and into the investment business via the life insurance business. As a life agent since 1962 I have a long and varied background. I am a Charter Life Underwriter (1974),and an Enrolled Agent(1983 and a Registered Investment Advisor(2001. With about 600 customers I have been doing taxes and financial planning out of the same office in a medium size California town since 1975. I am amazed at how much I continue to learn since I became an Enrolled Agent.