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About Us

Noel Dalmacio, CPA, CFP, M.S. TAX

President

Noel Dalmacio, CPA, CFP, has over 22 years of public and private experience in the areas of tax compliance, tax planning/strategies, accounting and financial planning. He has significant experience within the mortgage broker, real estate, financial and professional service industries. He is also the president of our affiliate firm, Lower My Tax Now, an educational marketing company that provides various tax informational programs and products. We assist small business owners, professionals and real estate investors in growing their business and increase their wealth by educating them with powerful tax strategies thereby minimizing tax and putting more money in their pocket.

Noel is a graduate of the University of St. Thomas with a B.S. in Accounting and obtained his Masters in Taxation at Golden Gate University. He also holds a Certified Financial PlannerTM designation. He is a member of the American Institute of Certified Public Accountants, California Society of Certified Public Accountants and Financial Planning Association.


Sheryl Dalmacio
Office Manager
(949) 336-1345 Ext. 100

Jennifer Wang, CPA
Accountant
(949) 336-1345 Ext. 112

Jonathan Pinney
Accountant

(949) 336-1345 Ext. 118

Roldan Perez
Admin. Asst.
(949) 336-1345 Ext. 115