Coronado, CA accounting / Westax LLC

Val J. Daigle, Enrolled Agent (EA), Principal/Owner

BS ? Business Administration MBA ? Financial Mgmt & Accounting (Dual Major)
MS ? Taxation Fellow, National Tax Practice Institute (NTPI)
Accredited Tax Advisor (ATA)

Practice Specialties:

Trusts & Estates                            Fiduciary Accounting
Individuals ? Complex Issues         Military
Businesses                                    Aging Taxpayer Tax Issues
Representation                              Tax Planning

27 Years Tax Experience

Married (wife Nancy) ? 4 daughters ? 4 grandchildren; Resides in San Diego, CA
Retired U.S. Navy Pilot

Lisa M. Ihm, Enrolled Agent (EA), Senior Tax Specialist

AA - Business Administration

Practice Specialties:

Individuals ? Complex Issues Aging Taxpayer Tax Issues
Distressed Real Properties ? Short Sales, Foreclosures, Bankruptcy
Cancellation of Debt Income Tax Planning

Speaker/Presenter
Continuing Education speaker for CPA?s, EA?s and CRTP?s throughout the United States
16 Yrs Tax Experience

Married (husband Dave) ? 5 children ? 3 grandchildren; Resides in San Diego, CA

Leah C. Montello, Enrolled Agent (EA), Tax Specialist

BS ? Accounting

Practice Specialties:

Individuals Businesses
Full Charge Bookkeeper Fiduciary Accounting

4 Yrs Tax Experience

Married (husband John) ? 2 adult children; Resides in El Cajon, CA

Amanda Huff, Office Manager

Attended Oklahoma City University (Major ? Dance Performance)
Edge Performing Arts Center (Scholarship) Los Angeles, CA ? Dancer/Choreographer

Teaches advanced level classes at Coronado Academy of Dance

Married (husband Dave); Resides in Coronado, CA

Westax Staff