Anaheim Tax Professional Mark McConnell

Mark McConnell, EA, CFP

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Anaheim Tax Professional Mark McConnell

Mark McConnell is a tax preparer based in Anaheim, CA. Mark is both an Enrolled Agent and Certified Financial Planner with over 37 years of experience in tax planning and preparing tax returns and helping clients with financial planning.

SPECIALTIES

ALL SERVICES

  • Representation before the IRS (audits, collections and appeals)
  • Tax and financial planning
  • Business and investment planning
  • Retirement and pension funds
  • Preserving your estate and protecting your most valued assets
  • Maximizing your overall savings

LICENSE

  • Enrolled Agent
  • Certified Financial Planner

ASSOCIATIONS

  • National Association of Enrolled Agents
  • California Society of Enrolled Agents
  • Orange County Society of Enrolled Agents
  • California Society of Tax Consultants
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