Spinnaker Tax Group, a tax preparation and consulting subsidiary of Spinnaker Investment Group, has expanded its professional staff, naming Theo McNair as an accounting and tax consultant. According to Spinnaker Tax Group President Jessica Estrada, the tax firm is experiencing significant business growth.
“We are pleased to welcome Theo to the business in response to overwhelming reception from our clients,” Estrada said. “As we expand we are committed to maintaining the highest levels of personalized service at Spinnaker Tax Group.”
McNair graduated from California State University, Fullerton with a Bachelor of Arts degree in business administration emphasis in accounting. Before returning to college, he spent thirteen years in the retail industry in sales training and management. While working with Spinnaker Tax Group, he is concurrently pursuing his Certified Public Accounting license.
Spinnaker Tax Group provides value-added services to Spinnaker Investment Group clients and other individuals and businesses, said Morgan Christen, co-founder and CEO/CIO. The firm is an extension of Spinnaker Investment Group’s vision of offering a suite of capabilities like that of a larger financial institution, within the context of a boutique organization with an elevated personalized client service model. Spinnaker Tax Group Expert is focused on individual and business tax planning, consulting and tax return preparation.
“We work with our clients’ financial advisors to ensure their tax strategy is in lockstep with an overall plan and objectives, not unlike having a full-time CFO and Big-3 team on your side,” Estrada said. “Because we stay current on the latest tax law changes, we can help businesses in a variety of industries including real estate, high tech, retail, manufacturing and medical.”
For more information, visit Spinnaker Tax Group‘s website: www.spinntax.com, and Jessica can be reached at 949-396-6700 or by contacting firstname.lastname@example.org.