Header Mo monica advocate
smiley smiley
About

Credentials

adjust text size

Licensed since 1988, I am an Enrolled Agent, an Accredited Tax Advisor®, and Accredited Tax Preparer®. I am a graduate fellow of the National Tax Practice Institute®, a nationally recognized academic program designed to develop and hone the skills necessary for effective taxpayer representation.

I have a Bachelor of Science degree in Small Business Management with an emphasis on New Ventures, as well as a Doctor of Jurisprudence (J.D.) and a Master of Laws in Taxation (LL.M.) from Loyola Law School in Los Angeles.

I am a co-owner of the investment advisory firm of Hg Capital Advisors, LLC and am well-qualified to offer investment consulting and portfolio management services.

I have been a long-term and active member of numerous professional organizations, including the National Association of Enrolled Agents, the National Society of Accountants, the National Association of Tax Practitioners, the National Society of Tax Practitioners, the California Society of Enrolled Agents, the California Society of CPAs, and the California Society of Accounting and Tax Professionals, as well as the Los Angeles County Bar Association, the Young Tax Lawyers Committee, and the Tax Law Society. more...

I have been nominated to Who's Who in California, Who's Who of American Women, Two Thousand Notable American Women, International Who's Who of Professional and Business Women, World Who's Who of Women, and Woman of the Year in Finance.

In addition to my personal credentials, clients are comforted in the knowledge that I am aided by an extensive network of tax and legal professionals able to assist and advise when necessary. These experienced specialists ensure that my clients always receive expert advice and personal attention.

Accredited Tax Advisor® (ATA)
The ATA is a premier national tax credential for practitioners who handle sophisticated tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate tax planning. Their expertise covers tax returns for individuals, business entities, fiduciaries, trusts and estates, as well as tax planning, tax consulting and ethics. Top

Accredited Tax Preparer® (ATP)
The ATP is a leading national credential for tax practitioners who have a thorough knowledge of the existing tax code and the preparation of individual tax returns with an expertise in comprehensive 1040 issues including supporting schedules, self-employed returns, and ethics. Top

Annual Filing Season Program (AFSP)
The AFSP program was created by the IRS to recognize the efforts of non-credentialed return preparers who voluntarily obtain continuing education credits and meet certain other requirements. Authorized Department of Treasury Circular 230 practitioners including attorneys, CPAs, enrolled agents, enrolled retirement plan agents and enrolled actuaries are not required to participate but may do so to obtain a certificate of AFSP Record of Completion and be included in a public database of return preparers. The Directory of Federal Tax Return Preparers with Credentials and Select Qualifications is scheduled to be unveiled in early 2015. Top

National Tax Practice Institute® (NTPI)
The NTPI® teaches enrolled agents and other Circular 230 practitioners how to represent their clients. Representation requires expertise in the tax code as well as knowledge of the system and how it works. Clients deserve the best defense possible, and this requires continual education and review, as well as a robust network of expert colleagues who are willing to offer advice and assistance as needed. Top

Master of Laws in Taxation (LL.M.)
The Tax LL.M. degree is an advanced legal degree offered only to law school graduates. LL.M. is an abbreviation of the Latin Legum Magister, which means Master of Laws. In Latin, the plural form of a word is abbreviated by repeating the letter. Hence, "LL." is short for "laws." Legum is the possessive plural form of the Latin word lex, which means "specific laws", as opposed to the more general concept embodied in the word jus, from which the word juris and the modern English word "justice" are derived. Top

Loyola Law School
Loyola's Tax LL.M. Program is ranked among the top five graduate tax programs in the U.S. less...


Read about my credentials and services and then contact me for a free initial consultation.

Satisfied clients have said:
"Ms. Haven impressed me with her pleasant personality, and great interest in finance, law, and politics."

"I consider Ms. Haven an extremely bright and knowledgeable individual."

"Monica, I'm literally in awe of your website and credentials. You have more degrees than a thermometer."

This Office Promises You:
  • Professional expertise
  • Personal attention
  • Year-round service
  • Confidentiality

Member of:

















ATA







Disclaimer: The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all of the relevant facts of your personal situation since the information is general in nature and not intended as legal, tax or investment advice but is merely educational. Furthermore, the information contained herein may not be applicable to or suitable for an individual's specific circumstances or needs and may require consideration of other matters. To ensure compliance with certain U.S. Treasury Regulations note that, unless expressly indicated otherwise, any advice in this website relating to any federal or state tax issue is not intended or written to be used and cannot be used by any person for the purpose of avoiding any federal tax penalties. Monica Haven assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein. And Monica Haven does not offer legal advice or services in any jurisdiction in which she is not licensed; nothing herein should be interpreted as the creation of a fiduciary or client/attorney relationship. This website is not intended for use by viewers in any state in which the site may fail to comply with the regulatory and ethical restrictions imposed by that state.