About Us
Many years in business as an IRS Enrolled Agent. Highly capable with all tax matters including representation up to US Tax Court. Handled over 25,000 tax returns in career.
Experienced [retired] stock broker, manager-OSJ, and Registered Investment Advisor, with Series 7, 24, and 63 licenses.
Published five books including American Independent Business [5,000 copies] which was used as a textbook in many colleges for small business studies.
Located in Temecula for 20 years. Top five star ratings with both Google and Yelp.
Recommendations Given (12)
"Sean has been in business locally many years and knows his market. Best to sell now if you are..."
Read more
"Sean has been in business locally many years and knows his market. Best to sell now if you are planning, because of a tougher market with falling prices and harder client qualifying because of rising interest rates."
"Temecula Winery Management has provided information which improved my small vineyard. The people..."
Read more
"Temecula Winery Management has provided information which improved my small vineyard. The people are professional and knowledgeable."
Recent Activity
You must retire or work part-time in the business to live. I am sure the business is your major financial support but you must immediately learn to back off and let someone else buy it from you or work in your place. Otherwise the stress will shorten your life for you. Listen to your body and...
(more)
You must retire or work part-time in the business to live. I am sure the business is your major financial support but you must immediately learn to back off and let someone else buy it from you or work in your place. Otherwise the stress will shorten your life for you. Listen to your body and get quality time off before it is too late. Wonderful things happen to people who can get away from the stress of self-employment
Best wishes, Phil Chute, EA
