Profile

“Ability may get you to the top, but it takes character to keep you there”
-John Wooden

Results
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.

Relationships
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.

Relief
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.

Staff Profiles:

Mauricio Orozco, EA

Tax Accountant / Investment Adviser Representative

Education and Professional Designations
Bachelor of Science Degree, Finance, Roosevelt University
Enrolled Agent, Enrolled to represent taxpayers before the Internal Revenue Service
Investment Adviser Representative, Cetera Financial Specialists LLC**

Email: mauricio.orozco@tax-associates.com

In addition to 6 years corporate accounting experience, Mauricio has worked for more than 25 years in the taxation area with emphasis on flow through entities such as S-corps, Partnerships, and LLCs, as well as tax planning for businesses and individuals. He also works directly with the IRS on client tax audits.

** Accounting and/or tax services are offered solely through the firm of Tax Associates, Inc., which is not affiliated with Cetera Financial Specialists or Cetera Investment Advisers.

David Ramirez, EA

Taxation and Technology Consultant

Education and Professional Designations
Bachelor in Business, concentration in Accounting (UG), DeVry University,
Chicago Information Technologies (8 Semesters), UdeA, Colombia
Enrolled Agent (EA), Authorized to practice before the Internal Revenue Service

Email: david.ramirez@tax-associates.com

In addition to his competency in information technologies gained through formal studies in computational engineering, David has over 7 years experience preparing individual and business income tax returns. And, as an enrolled agent (EA), David has the ability to practice and represent clients before the Internal Revenue Service.

Based on his mulch-disciplinary knowledge and experience, David has been able to design and implement better processes and software platforms, generating greater goodwill with our clients significantly improving productivity within our office.

Tax Associates has been our trusted advisor since I registered my business in 2007. We rely on them for all of our business and personal tax matters and they always provide sound advice on general business issues. Their office environment is friendly and professional so you are always made to feel welcome.”

– J Villasenor, Supermercado Villasenor, Inc.