Amir N.
Amir has many years of experience in financial planning, investment management and tax planning. Originally Amir studied engineering at Virginia Tech and worked for several companies in Southern California before obtaining his MBA in finance and strategic planning from the California State University – Long Beach. His passion for financial management made him change his career from engineering to financial and tax advisory when he received his MBA in 2007. He is also an IRS enrolled agent (EA), the highest credential awarded by the IRS, Certified Tax Planning Coach (CTC), and registered wealth management advisor at OneAmerica Securities, Inc. The EA credential is recognized across all 50 U.S. states.
Reviews
Jordanne S.
Amir has been absolutely great! He is extremely effective, detail oriented, and proficient. I would high recommend working with him. You can trust him to get what you need done in a timely manner, and support you throughout the process. I highly recommend working with him.
Sayeem A.
I reached out to a number of companies to seek help in forming Opportunity Fund (for an Opportunity Zone Property development). Many were not able to provide me convincing directions. Amir did an excellent job to research and identify all requirements on how to create such a fund. Our case was complex especially because our resident and investment states are different. He followed up timely and ensured to guide us on fulfilling all action items. We are going to come back for more business with Commpex. Thanks for your help, Amir!
Sarah W.
Amir is great to work with: efficient, kind and ready to help when needed. We had a slightly complicated filing and Amir employed helpful strategies that gave us the return on investment we were looking for. I highly recommend him and his services.