Owen S. Arnoff is a tax and business consultant with an expertise in tax reduction strategies and asset protection structuring for small business owners, real estate investors and real estate professionals. His diverse background and experience as a comptroller of various companies and his financial knowledge makes him uniquely qualified to advise and coach the small business owner through all phases in the life of their business.
Mr. Arnoff is an Enrolled Agent and is Admitted to Practice Before the Internal Revenue Service. He has the same rights before the IRS as CPAs and tax attorneys. He is also a 2011 graduate of the National Tax Practice Institute where he was awarded the designation of NTPI Fellow. He regularly attends in excess of 50 hours per year of continuing education in the tax field, far more than that required to maintain his license to practice.
More recently, Owen was one of the co-founders of one of the largest independent tax firms in the greater Sacramento area. After more than 30 years in business handling various financial service matters including insurance, real estate, securities and taxation, Owen has limited his tax practice to serving the needs of a very limited number of individuals and micro businesses. He practices in all areas of tax planning and preparation as well as representation before all administrative functions of the Internal Revenue Service in matters of collections, audit (examination), and appeals. Although he does not handle Tax Court representation, he knows highly qualified Tax Court Practitioners. Given that more than 78% of all Tax Court cases are won by the IRS, Owen’s job is to assist in getting things right well before it ever gets to Tax Court.
Owen also serves as an expert on tax planning on AllExperts.com. He is a published author on successful business planning techniques and is a speaker on various tax-related subjects. For almost two years, he was the host of a weekly radio talk show, Tax$ense:Keeping What’s Yours, on Sacramento’s KTKZ AM 1380.
Justin M. Romo is an Enrolled Agent and Investment Advisor Representative. With a degree in accounting and over a decade in the tax and accounting field, Justin brings a deep understanding of financial statements to his consulting and tax work. In the past, he has also worked as a financial analyst for a large, international non-profit corporation. With this background in analytics, tax, accounting, and investments, he proves to be a valuable resource both from a tax preparation, tax planning, and investment advisory perspective.
Justin grew up near Sacramento, CA and moved to New York City at the age of 19 where he resided and worked for about 10 years. There, he enjoyed learning the Spanish and Chinese languages and had the opportunity to travel extensively. His wife and three daughters now live and play in Placerville, CA.
Caryn Millen has a B.S. degree in accounting and over 17 years of tax preparation experience. Prior to joining our team, she worked for a large organization that handled individual tax returns for people living in all 50 states and in countries around the world. Among her areas of expertise are property sales, rental and royalty income, and publicly traded partnerships.
Caryn grew up in Hawaii and moved to New York at 21 years of age. She enjoys traveling and has been to countries from China to Zimbabwe. She currently resides with her husband in North Carolina.
Dawn Huff brings her exceptional organizational skills to our team from a wide and varied range of experience; over 30 years working in the optical, pharmaceutical, airline and construction industries, and two state government departments along the way. She has notable experience in bookkeeping, administrative functions, organizing workflows, developing and achieving the accomplishment of special projects. She loves collating data, creating statistical reports and fixing problems.
Dawn was born and raised in California, then moved to, lived and enjoyed her time in New Mexico, Ohio, Texas, Virginia and Hawaii before returning happily to California to live 17 years ago. She loves hiking, photography, traveling and a good book.
Kylie Compton has 13 years of accounting experience including bookkeeping, tax and small business accounting. Prior to joining the team she worked for a large multi-national company in the accounting department. The majority of her work experience though has come helping small businesses, which makes her an excellent addition to the tax team as she continues to assist this demographic with her tax and accounting expertise. She is also currently working on her Enrolled Agent status
Kylie was born and raised in Reno, NV. She moved to Sacramento in 2013 where she now resides with her husband and three dogs. In their off time, you can find them snowshoeing in the winter or paddleboarding in the summer.
Nathan T. Phillips is an experienced small business consultant, specializing in process improvement, cloud-based ERP migration, and AIS automation/integration. He holds a degree in accountancy and boasts over 15 years of experience in accounting and tax matters. The initial seven years of his career were focused on non-profit fund accounting for Common Interest Realty Associations. Subsequently, he transitioned to serving small for-profit businesses through word-of-mouth referrals. His strengths lie in his diverse understanding of unique real-world tax and accounting problems, coupled with an aptitude for researching practical solutions.
Nathan grew up and attended college in Vermont, where he met his wife. They eventually relocated to the Sacramento area, her hometown, to pursue advancement opportunities in their respective fields. Since 2019, he has been serving small business clients in the greater Sacramento area and beyond. Currently, he is studying to become an Enrolled Agent. He, along with his family, enjoys the green spaces and wildlife along the American River, snowboarding in Tahoe, and the rugged Sonoma coastline.