Tax Return Preparation, Thousand Oaks CA, Ted Jessee, EA CFP
50 West Hillcrest Drive, Suite 200
Thousand Oaks, CA 91360
805-497-5865 email: tedjessee@aol.
My tax practice started in 1990. My clients live in California and other states.
EA. An enrolled agent licensed to practice before the Internal Revenue Service is equivalent to a CPA and an attorney in tax preparation matters. Enrolled Agents, CPA's and attorneys may represent clients before the IRS. An Enrolled Agent passes a rigorous exam on all aspects of federal income tax before being admitted to practice before the IRS. Annual continuing education including ethics is required to maintain the credential.
CFP. A Certified Financial Planner passes a difficult comprehensive exam on all aspects of personal finance. Annual continuing finance education including ethics is required to maintain the credential. As a CFP, I provide tax planning and tax-related retirement and estate planning on a fee only basis.
My family and I have lived in Thousand Oaks since 1979 and have been and continue to be active in community affairs, in local schools and the Chamber of Commerce.
Many Happy Returns!
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