Our Preparers
Hal Burns
President & Financial Advisor
(951) 734-6534
Hal earned his BS in Accounting in 1991 from California Polytechnic University, Pomona, and has been involved in the financial services industry ever since. A background in tax, payroll, corporate accounting, business management, sales...
Tina Burns
Office Manager & Financial Assistant
Tina is the “other half” (“better half” if you ask Hal) of the Burns Tax & Wealth Management Team. Since 2011, Tina supports business initiatives by providing clients with financial planning and tax planning...
Irene Ortiz
Quality Review & Production
Irene has a keen eye for details and creating processes, and strives to see that every return is reviewed for accuracy before filing. She manages the timely filing and processing of tax returns and assists with data gathering. Part of...