is an experienced Enrolled Agent, a designation he earned through rigorous testing by the Internal Revenue Service. Doug maintains his own practice in Pleasanton. He does not work directly for our firm, but is an independent professional to whom we refer our clients.
Specifically, Doug is available to use in a "Kovel Engagement" if the need arises. This is a situation where an attorneys needs tax preparation completed but wants to remain in his role as an attorney with full attorney-client privilege. When acting in a "Kovel" capacity, Doug has the same attorney client privilege as the attorney he has been enaged by.
