I'm a native New Yorker, born in Brooklyn, who relocated to Irvine California with my parents, two brothers and sister in 1972. I married Jeff in 1988 and we moved to Klamath Falls with our two children in 1991. I became a licensed tax professional in 1994 in response to my bookkeeping clients demand. I served my apprenticeship at two local tax offices. One of which was the "The Sabin Group LLC". I purchased the business from Nancy Sabin after working five tax seasons for her. That was in 1999, boy how time flies! In 2004 our business changed names to "JM Solutions LLC", which depending on my mood it stands for "Jeff & Marie" or "Just Marie"? Just kidding, I really could't have done this without the support of my husband; who at my request came to work with me in the business to run the Employment Agency side of our business, and later that year, received his license to prepare taxes, all to support his wife.
I started my career in the bookkeeping in 1992 and taxation in 1993. I am a Licensed Tax Consultant and I became Federally Enrolled to practice before the Internal Revenue Service in 2002. I am currently the Vice President of the Oregon Society of Enrolled Agents, "Americas Tax Experts".
I enjoy road trips (if I'm driving) and hiking in the woods and I look forward to being able to do some more travelling in the years to come.
I'm mostly autodidactic, but my education includes; Western Governors University, the American Institute of Professional Bookkeepers and through the National Association of Enrolled Agents I have earned my Fellowship with the National Tax Practice Institute (NTPI). I devote many hours each year continuing my education, so I may be a trusted advisor in the areas of taxation and bookkeeping, because it is my desire to produce the highest quality product available for you, my client.
I was born in Honolulu, Hawaii, the son of a career Marine. I have two sisters, one older by two years and one younger by four. From the age of five I was raised in Santa Ana, California were I attended school and graduated in 1974 from Santa Ana Valley HS. I continued with two years at Santa Ana College and one and one half years at CSU Fullerton as a business major before finances brought me to the realization I needed to gain full time employment to support my family. I was fortunate enough to meet my wife, Marie in 1986. Together, her two children and my two (from a previous marriage), officially became a family on October 1st, 1988, when she honored me in marriage. My two older children have given us four grandchildren.
In my years prior to joining my wife in our business, I worked for Allied Van Lines as an Owner Operator, Bank of America as an Operations Officer and owned two successful trucking businesses. My education, background and business experience made for a smooth transition to my current position. I have expanded my education to include tax preparation and in 2011, I have earned my Certificate of Enrollment to practice before the IRS as an Enrolled Agent, "Americas Tax Experts".
I have received awards for my play as an offensive center in football as well as my art. Art, for me began when I was quite young, as both my parents were artists. I pursued art in both high school and college and continue to enjoy it today through painting, drawing and now photography.
I was born in Grants Pass and lived there until I was in Jr High School. I then moved to Klamath Falls where I finished high school and went to college. I graduated from OIT with a Bachelors Degree in Accounting and received my tax preparers license. I have been preparing taxes for 3 years.
I enjoy spending time with my 7 year old daughter, who brings a lot of joy to my life. I also enjoy riding horses, and just being outside.
Personal Mission Statement:
Helping clients achieve their financial objectives with honesty, integrity and loyalty