• Milton Rodriguez, CFP®, EA, MST

Turning Passion into Work

Updated: Nov 9, 2018

Because who doesn't love taxation right?

What is this?

Pacific Pier Tax Management is a solely owned Tax Firm founded by Milton Rodriguez in 2018.

Why taxation?

To quote the late Benjamin Franklin, "In this world nothing can be said to be certain, except death and taxes". Personally, I'd much rather be in the business of taxes than death.

Taxation affects everyone in one form or another. From retirees looking to make the most of their nest egg through tax-exempt interest to the entrepreneur building their first business, a common goal emerges among all. The question isn't how do I pay less tax now, it's how do I reach my goal while keeping more money in my wallet.

Why your firm?

After filing a few hundred returns, I have come to notice some critical things.

  1. Most taxpayers are not too familiar with the tax code and how the code can affect them when making monetary decisions. Don't just input your tax information into a software. Get some real answers from a real person.

  2. Heard a rumor that something might be deductible? Googling "what can I deduct" brings up 21,900,000 hits. Instead of going through conflicting and confusing articles, contact us to see if a deduction could apply to you.

  3. As an Enrolled Agent, it is my duty to stay up to date with changes in the tax code. Heard about that new change in the Tax Law called the Tax Cut and Jobs Act? So did I, except my career requires me to stay current with new regulations.

Okay, I like what I hear. Anything else?

Did I mention that I'm pursuing a Master of Science in Taxation at California State University, Northridge? By the way, I'm also a Candidate for CFP® Certification. Education and credentials aside, I'm driven to provide you professional-grade services with best-in-class tools. Let's go beyond just the numbers.

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