Working for you
Our team of IRS Enrolled Agent/Financial Advisors/Tax Attorney are here to do whatever it takes to get you back on your feet and to start thriving not just surviving.
Credential Certification
Investment Advisor Representative or Financial Advisor
Registered Representatives are associated with broker/dealers, companies or organizations that trade securities on behalf of its customers, and have passed various licensing exams that allow them to sell securities such as stocks, bonds, mutual funds, variable annuities, direct participation programs, as well as other "non-standard securities." FINRA administers the Series 7, 63 and 66 exams that Registered Representatives are required to obtain. Not all states require a Series 63 license. Candidates must also be registered with a member of the FINRA or a self-regulatory organization (SRO).
Tido Thac Hoang is a Financial Advisor and has series 7 and 66.
Enrolled Agent (EA)
An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers. An Enrolled Agent is unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before. Enrolled agents can also advise, represent, and prepare tax returns for individuals and any other entities with tax-reporting problems. In order to become an enrolled agent, a candidate must either have worked at the IRS for five years in a specific position and regularly interpreted and applied tax code and regulations, or pass a comprehensive examination covering all aspects of the tax code. The Special Enrollment Exam is divided into three parts: individuals, businesses, and representation, practice and procedures. Candidates must also pass a comprehensive background check to verify that they have not engaged in any conduct that would prohibit practicing before the IRS. The IRS Restructuring and Reform Act of 1998 also allows enrolled agents to have limited client privilege under certain conditions, such as any situation in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation or filing of a tax return.
Tido Thac Hoang is an Enrolled Agent, licensed to practice before the IRS
Tax attorneys must have a Juris Doctor (J.D.) degree and must be admitted to the State Bar. Those are the minimum requirements for practicing law. Additionally, tax attorneys have advanced training in tax law. Most will have a master of laws (LL.M.) degree in taxation. A tax attorney can help if:
You have a taxable estate, need to make complex estate planning strategies, or need to file an estate tax return.
You are starting a business and need legal counsel about the structure and tax treatment of your company.
You are engaging in international business and need help with contracts, tax treatment, and other legal matters.
You plan to bring a suit against the IRS.
You plan to seek independent review of your case before the US Tax Court.
You are under criminal investigation by the IRS.
You have committed tax fraud (such as claiming false deductions and credits) and need the protection of privilege.
Tax Attorney (J.D.)
LL.M in Taxation
The LL.M. (Master of Laws) is an internationally recognized postgraduate law degree. It is usually obtained by completing a one-year full-time program. Law students and professionals frequently pursue the LL.M. to gain expertise in a specialized field of law, for example in the area of tax law or international law.
Anh Nguyen is a Tax Attorney and has LL.M. in Taxation
We are your personal financial care professionals, your money doctors. We will do what it takes to help you achieve your financial success. Our integrated approach and broad expertise makes the Financial Care Professionals experience unique. We are a full service tax , accounting and financial planning firm providing comprehensive tax planning and audit services as well as bookkeeping and payroll services. In addition, we help families and businesses accumulate, preserve and transfer wealth. Our talented, diligent and diverse staff members are part of the reason why you will enjoy working with us. We put your interests first to assure that your investments are safe and your needs well met. We also adhere to the highest standards of ethical behavior and fiduciary responsibility. We adapt, evolve and continuously improve in order to offer you excellent service.
Tido Financial and Royal Wind Advisors are under common ownership and control. Team Tido Financial is used to describe collaborative services of both firms. Professional tax services are provided by Tido Financial IMC and financial planning and advisory services are provided by HD Vest Financial Services, each under separate agreements. Law and legal advice/services are provided by Avan Law Solutions.
This firm is not a CPA/Law firm.