Profile

A customer-service driven firm; helping individuals and small businesses with tax preparation, tax planning, financial planning, business planning and accounting. I will work with you to determine the best solutions for your unique needs. Partnering with you for your success.

A Dave Ramsey Endorsed Local Provider.

Staff Profiles

Becky H Salsburg, CFP®, EA
Licensed Tax Consultant #34769C
Registered Investment Advsisor

Becky has been working in the financial services industry for over 20 years. Below is a summary of my education & certifications.

 

Education & Certifications:

  • 1987 BS in Finance & International Business, Economics minor, Oregon State University.
  • 1999 Certified Financial Planner, CFP®
  • 2011 Enrolled Agent, eligible to practice and represent clients before the IRS.

Certified Financial Planner (CFP®):

A certification administered by the CFP Board and is only authorized to individuals who have met rigorous professional standards and who have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and due diligence when dealing with clients. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest. 30 hours of continuing education is required and two hours of ethics every two years.

Enrolled Agent:

Enrolled Agents are America’s tax experts. Enrolled Agents are licensed to practice by the federal government, and authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. Enrolled agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS. Continuing education requirements are 72 hours of continuing education every 3 years and 6 hours of ethics.