About Us

Our income tax service was established to provide efficient and professional income tax solutions to our clients. Our primary services include income tax consulting and preparation. We prepare tax returns for individuals, S-Corporations, partnerships, and non-profit organizations. We work to ensure we identify all qualified deductions in order to maximize your refund and minimize your tax liability.

Gene Gregorio

Gene completed tax school receiving his tax certification in 1999. After graduating Gene worked for a local tax service for three years. In 2002 Gene opened Gene Gregorio & Associates as his client base grew. In 2004 Gene received his Series 6, 63, and 26 Securities (investment) licenses and his General Lines Insurance license to broaden his tax knowledge concerning investments, retirement planning, and advance tax planning. In 2012 the IRS mandated tax preparers to meet certain education requirements and to pass a designated IRS proficiency test under the new Registered Tax Return Preparer (RTRP) program. Gene received the RTRP designation from the Internal Revenue Service in November 2012. In 2014 the IRS changed the RTRP program to the Annual Filing Season Program (AFS) of which Gene also holds the AFS designation. Gene is also a member in good standing with the National Association of Tax Professionals.

 

Our Goals

  • To provide the best customer service possible.
  • To make each client¬†feel like the only client.
  • To ¬†promote an inclusive workplace and help the community.