Behage Tax Service is a full-service tax preparation firm.
Meet Our Staff:
Larry Behage, EA, CFP®
Larry Behage is the principal of Preferred Tax & Financial Services and began the business in 2009 after working for a large tax preparation firm for over 15 years. While his focus has been tax preparation of all kinds, his services have branched out to financial planning, bookkeeping and representation.
As an Enrolled Agent, Larry is allowed to represent taxpayers before the IRS when they are being audited and has been doing this since 1999. He is on the board of the local Enrolled Agent Society, Mission Society of Enrolled Agents and is active at the state level, as well, with the California Society of Enrolled Agents (CSEA), particularly with legislative issues. He is also a member of the National Society of Enrolled Agents (NAEA).
A Certified Financial Planner®, and a member of the Financial Planning Association (FPA), his focus is primarily tax planning, but is able to help advise in investing strategies, retirement, college and estate planning, insurance evaluation, business exit strategies and more.
Larry has experience in preparation of tax returns for individuals, partnerships, LLCs, corporations, S-corporations, trusts and estates.