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Sanford (Sandy) Rosenthal

Tax Preparer
Specialist in complex tax matters, estates, and trusts at Icono Financial Services
San Diego United States of America

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Overview
Specialties (4)

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Nothing replaces experience. Nothing.

Contact Details

Company Name

Icono Financial Services

Location

5095 Murphy Canyon Road
Suite 250
San Diego, 92123

Professional Background

Year Established

1976

Accepted Forms of Payments

Former President, California Society of Tax Consultants
Former Pres, San Diego Chap of Natl Assoc of Enrolled Agents (NAEA)
Former National Officer and Board Member of NAEA
Former Certified Financial Planner
Former Certified Senior Advisor
Former Member, IRS Advisory Boards for Fresno and Ogden Centers
Former Member, National Univ M.S. in Taxation Advisory Committee
Member, National Association of Tax Professionals
Member, California Society of Tax Consultants

About Sanford (Sandy) Rosenthal

Previously owned one of San Diego's most prestigious tax firms. Now operate as a solo practitioner. Assisted taxpayers who were defrauded in a Ponzi scheme in the recovery of $1,250,000 in tax refunds. Have testified in the U.S Congress and the California Legislature on income tax legislation. Have a very loyal client base with most clients of over 20 years. Experienced in all areas of taxation and specialize in estates and trusts.