Bill Bourbonnais

2000 followers

Raleigh, North Carolina, United States

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Timeline
About me
Certified Tax Strategist | Tax Resolution Specialist | Enrolled Agent
Education
- Webster University
  1994 - 1996
  MBA Finance
- Clairemont High
  1975 - 1977
- University of Phoenix
  1991 - 1994
  BSBA Finance
- Post University
  2009 - 2010
  Accounting Coursework Accounting
- San Diego Mesa College
  -
  Associate of Science Computer and Information Sciences
Experience
- Bourbonnais Tax Associates LLC
  Aug 2009 - now
  Bourbonnais Tax Associates LLC (formerly Trigon Tax & Accounting LLC) is a full-service tax planning, tax preparation and business advisory firm. We partner with you to identify the goals and objectives you have for your business and work with you to achieve those goals.We strive to develop a long-term relationship built on trust and mutual respect. By providing financial and operational leadership, guidance and advice we can assist you in increasing your income and improving your quality of life. Show less
  - Certified Tax Strategist, Certified Tax Coach, Enrolled Agent
    Aug 2009 - now
  - Tax and Wealth Strategist at Bourbonnais Tax Associates LLC, A Fractional Family Office®
    Aug 2009 - now
  - Tax and Wealth Strategist
    Aug 2009 - now
- Safeguard Tax Relief
  Sept 2023 - now
  Tax Resolution Specialist | Enrolled Agent
Licenses & Certifications
- Enrolled Agent
  United States Treasury
  Jun 1997
  View certificate
- Certified Tax Master
  Tax Master Network
  Sept 2019
- Certified Tax Coach
  American Institute of Certified Tax Planners
- Certified Tax Planner
  American Institute of Certified Tax Planners
- Certified Tax Strategist
  American Institute of Certified Tax Planners