TANISHA MILLS CPA
Rice University - B.A. Economics & Business
Retired Professional Athlete - Track & Field 400m Hurdles
Tanisha comes from a very athletic background having trained and competed for the U.S.A. in various international competitions as a 400 meter hurdler. Tanisha competed at the 1996, 2000 and 2004 Olympic Trials and now brings that same drive and discipline along with 10 years of progressive tax and accounting experience in both the public and private sectors. Her professional background includes consulting with start-up businesses in the manufacturing, retail and real estate industries. She also worked as a Senior Financial Reporting Analyst at Quiksilver, Inc, preparing 10Q and 10K filings with the Securities and Exchange Commission. Although retired from athletics, Tanisha continues to consult with professional athletes with tax planning and conducts tax planning seminars at the U.S. Olympic Training Center in Chula Vista, Ca. In addition to working with professional athletes, Tanisha consults with artists in the music industry and has been successful in removing IRS liens from music royalty streams. Tanisha is an avid tax researcher and was successful in obtaining over a quarter of million dollars in federal tax refunds for ponzi scheme victims due to the IRS Revenue Procedure 2009-20, a special tax rule enacted as a result of the Bernie Madoff ponzi scheme.
With an impeccable referral network as well AS her own experience, Tanisha works diligently to ensure the BEST possible outcome for clients. Tanisha brings the same passion and dedication as an Olympic-trained athlete to representing clients before the Internal Revenue Service and Franchise Tax Board.
Alex has served his clients as a financial services professional since 2003 and has personal investment experience of over 20 years. He works with real estate investors, small business owners and professionals. Utilizing a four step process, Alex guides clients and their families to improve their financial plans in the areas of taxes, investments, retirement, wealth preservation, succession and estate planning.
Prior to becoming a financial advisor, Alex spent over seven years working in the music business in the areas of marketing, promotion, and concert tours maximizing profits of his clients, developing small businesses, and earning gold and platinum awards for several successful musical artists.
A graduate of Polytechnic School in Pasadena, CA and Northwestern University, Alex enjoys skiing/snowboarding, sailing, hiking, wine tasting, and international travel. He resides in Laguna Beach.Alex is an Investment Advisor Representative and Financial Advisor with SagePoint Financial, Inc. Alex holds Series 7, 24, 51, 66, and 63 securities registrations, life, health, annuities, long term care licenses with the State of California. He is also an Estate Planner and a Notary Public.
“I started working with Tanisha at the beginning of 2015 and after one phone call I had everything that I needed to file my taxes in my email. She is very professional, knowledgeable and will always do what is best for YOU. She is always available to answer questions or clear up any tax related concerns. I’m delighted with her work and would highly recommend working with her. She's awesome!”
Professional Track and Field Athlete
"We've worked with Tanisha for a few years now and our experience has been nothing less than fabulous. She is always available either by phone or email to answer any questions or concerns. She always has our best interest in mind."
Jameel & Novlene Mills, Mills Athletics, Inc.
"Taxes used to scare me because I had no idea what I was doing. Tanisha not only took care of the whole process, she has also took the time to help me understand. Now taxes don't scare me because they make sense, and I know they are being done correctly and i'm getting my maximum refund. Thank you Tanisha!"
Amy Cragg, Hasty Craggs, LLC
"Tanisha has been a wealth of tax information for my LLC, and continues to educate me on new laws and regulations. She guides me with such patience and it has been the most rewarding experience."
Charlene Chandler (President, Leia Joseph LLC)
"Being a CEO comes with tax information that only a CPA like Tanisha can execute and guide me with such great detail."