Nelson Penuela - Senior Tax Advisor
Mr. Penuela is a graduate from one of the top Master’s Programs in Personal Financial Planning, During his studies, he excelled in in the subjects of wealth management, insurance, and taxation. After his graduation, he went to to work for major tax retail firms: Intuit-Turbo Tax and Block Advisors. He has over six years of experience helping individuals and small business achieve sound tax financial and tax results. In addition, He is a veteran of the U.S. Air Force with eight years of service.
Throughout his graduate program, his interests included financial, tax, and estate planning. On his volunteer service, he has volunteered at VITA (The Volunteer Income Tax Assistance), program from the IRS, where he helped individuals and married couples with tax preparation. This experience, along with his academic tax background, led him to pursue the Enrollment Agent (EA) certification with the IRS.
