Richard A. Herzog

Business Backgound:

Richard received his BBA and MBA degrees from Baruch College (CUNY) and started his tax preparation career with a partner in the mid 1970's  He opened his sole practice in the mid 1980's.  Subsequently, Richard obtained the following:  NJ real estate license, FINRA Series 6, 7 and 66 licenses for securities sales and series 24 (supervisory license), insurance licenses for life, health, long term care and annuity sales in NJ and NY.

Richard successfully completed a rigorous 2 day exam sponsored by the IRS to be certified as an Enrolled Agent.  An Enrolled Agent is empowered by the US Treasury Department to represent taxpayers, anywhere in the United States, for audits, collections and appeals before all administrative levels of the Internal Revenue Service.

Virtually all licenses require substantial maintenance of expertise via continuing education classes, which are attended annually.