DTP Thousand Oaks Chapter Leader
Luba Milgram, EA - Tax Advisor,
Certified Divorce Financial Analyst,
Certified Tax Coach,
Tel: (805) 719-2216
Luba helps small business owners, and high net worth individuals experience more freedom through structuring or restructuring their finances, by using a methodology that allows to pay less taxes, and invest in their business, life and future. She helps people get money they didn’t know they already had by using innovative tax reduction strategies. She started her career in a big tax preparation company, before ultimately starting her own business. For the last 18 years she has worked with clients in industries such as medical and dental care, IT, consulting, real estate, and more. Luba has always loved helping people, and while looking for the ways to legally reduce her clients tax liability, she has become very interested in the opportunities and loopholes hidden in the tax code.
Luba served as a Treasurer on the school board and local volunteer organization. She has also volunteered for the IRS Tax Assistance Program which aids low income individuals with their tax filings. She is an Enrolled Agent, Certified Tax Coach, Certified Divorce Financial Analyst, National Tax Practice Institute Fellow, and QB ProAdvisor.