§  Robert L. Burrell, EA

Robert was born and raised in Allen Park, Michigan; attended the University of Michigan where he studied electro-mechanical engineering, and served during the Viet-Nam war as a Non-Commissioned Officer in the United States Marine Corps. He then worked for the Ford Motor Company designing electronic testing systems and in a moment of inspired adventure moved to California where he worked for several aerospace engineering companies. Robert eventually accepted an engineering specialist position with the California Air Resources Board and later retired as a managing environmental engineering specialist with the California Waste Management Board. During his career with the State of California, he worked directly with various state legislators and two governors in adopting and implementing a variety of air pollution and waste management control policies enacted in the 1970’s and 1980’s. Robert continued to broaden his education experience by studying human resource law and business management at UCLA, economics and business finance at CSUF (Fullerton), real estate management and tax law at Fullerton College, accounting and business law at Mt. San Antonio College and Rio Hondo College, and geo-physics and technical writing at Pasadena City College. In 1983 and 1984 Robert obtained a real estate license, a CLU and CFP designation respectively. After retiring in 1989, Robert reviewed his tax and financial plans and found that his very expensive CPA had done very poorly in that he caused an over-payment in taxes of over $90,000.00 over a ten year period. Robert immediately fired his CPA, went back to school for more advanced tax law study, and took responsibility for his own tax planning and preparation. He then helped friends and neighbors recover money by correcting and re-filing their tax returns and thus Park Place Tax & Accounting was started out of a spare bedroom. His individual tax preparation service later expanded into the small business tax, bookkeeping, and planning service that it is today. Robert, having passed his IRS examinations in 2002, received his designation as an IRS Enrolled Agent and consequently has the rights to practice all areas of tax law before the Internal Revenue Service and represent clients in all fifty states.

 

§ Lillian M. De Luna, CRTP, Notary Public

Lillian is first generation American and the youngest of four siblings. She was born and raised in Brawley, California then moved to Los Angeles where she attended California State University Los Angeles (CSULA). Lillian was a working student and graduated from CSULA with her Bachelor of Science in Business Administration, focusing in Accounting. Lillian’s extensive accounting background has preceded her since the age of 16. She enrolled in her first accounting course at Brawley Union High School and began accounting for her mother’s interpreting business. Lillian has worked in all aspects of accounting from Audit to Accounts Payable/Receivable and even Forensic Accounting. She was brought on board as the Operations Manger and Accounting Supervisor for Park Place Tax & Accounting in late 2006. She then studied to become a California Tax Education Council (CTEC) Registered Tax Preparer (CRTP) and Notary Public. She is now preparing to study for the C.P.A. exam. Lillian has been an active member in the community through her participation in various sports and organizations. She continues serving her community by providing a high degree of quality Bookkeeping, Income Tax and Notary Services.