John Bush

About John

My deep interest in personal finance became apparent during my undergraduate studies. After graduation, I worked a few years in science research and development and then completed an MBA with a Finance concentration. My first position in the industry was as a tax preparer. This set the stage for pursuing and obtaining the Enrolled Agent designation. As an Enrolled Agent, I take particular interest in reducing clients lifetime taxability through tax-efficient accumulation, withdraws, and timely Roth conversions.

Areas of focus

Credentials & background

The firm