Geoff Plourde, EA, CPA – Managing Director
Geoff is an enrolled agent and certified public accountant who specializes in resolving complex tax issues and has significant experience working with distressed businesses. He is an active member of the California Society of Enrolled Agents, San Fernando Valley Chapter and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He holds a BS in Accounting from Pepperdine University, an MS in Taxation from Golden Gate University, and is a JD candidate at Southwestern Law School.
Geoff currently serves as Managing Director for both SB Advisor and SB Tax. He was previously a part of one of the largest tax resolution firms in the United States, where he represented over 250 businesses and high net worth individuals during his tenure with the firm in tax disputes with the Internal Revenue Service and state taxing authorities. Many of these disputes related to either cases where individual taxpayers had significant assets or income but were unable to pay their tax liabilities or where a taxing authority was proposing an excessive and erroneous trust fund tax assessments against business owners and employees.
Geoff often consults for other tax professionals on complex tax problems their clients face, is the author of The Automated Advisor, and is currently finishing a book on tax problem resolution intended to help taxpayers navigate the IRS effectively. He previously was in charge of student organization funding for a top tier university where he was instrumental in effecting major reforms to the way student organizations requested and received university funding and implemented processes to improve accountability and organizational development. He also previously interned with a nonprofit as a financial analyst, identifying thousands of dollars in cost savings, and was an administrator for a rural healthcare clinic before moving to the Los Angeles area.
Alex Parajon, EA – Senior Advisor
Alex is an experienced accounting professional with a solid background in corporate accounting operations, financial reporting, GAAP, Sarbanes Oxley, and financial systems. He specializes in small to medium-sized businesses seeking to outsource accounting, bookkeeping, and payroll services. Holding over 20 years of accounting experience in a variety of Service Industries.
Alex has worked with Lawyers and Doctors; Insurance, Medical, Construction and Travel companies; and Military, Retail, and Entertainment clients.
Alex is also an Adjunct Faculty at the University of Phoenix, teaching Accounting, Finance, and Management to undergraduate and graduate students since 2008. He is a Certified Tax Preparer. As a Certified Public Accountant Candidate, he is in the process of securing his CPA License.
Alex holds a Bachelor’s of Science in Business Administration with an Accounting concentration and a Master’s of Business Administration with a Finance concentration from Woodbury University in Burbank, CA. While at Woodbury University, Alex earned Delta Mu Delta Honor Society, Beacon Award, Alpha Sigma and the Lambda Honor Society, President’s and Leadership Awards.
Alex is an active member of the community. His most recent volunteer experience includes Padres Contra el Cancer. He currently serves as an Ambassador Lead with One Legacy/ Donate Life California. He enjoyed time as a Foothill Little League Baseball Coach (2006-2010) and Board President (2010-2011). Alex is a current member of Glendale Sunrise Rotary and has served as Membership Chair (2013-2014), Secretary (2014-2015) and Treasurer (2015-2016) for the organization.
Alex is also a current board member and Treasurer for Glendale Healthy Kids and serves as Commissioner for the City of Glendale Audit Committee.
He holds membership in Glendale and Los Angeles Chambers of Commerce, the National Association of Tax Preparers (NATP), National Association of Enrolled Agents (NAEA), American Institute of CPAs (AICPA) and California Society of CPAs.