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Richard Ogg, Ea, Cfs Email & Phone Number
Co-Owner
at
The Master's Tax & Financial Services
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Co-Owner
Location
Santa Rosa, California, United States
Company size
Who is Richard Ogg, Ea, Cfs? Overview
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Quick answer
Richard Ogg, Ea, Cfs is listed as Co-Owner at The Master's Tax & Financial Services, a with 4 employees, based in Santa Rosa, California, United States. AeroLeads shows a matched LinkedIn profile for Richard Ogg, Ea, Cfs.
Richard Ogg, Ea, Cfs previously worked as Member at California Society Of Enrolled Agents and Member at California Society Of Enrolled Agents. Richard Ogg, Ea, Cfs holds Theology from Bay Cities Bible College.
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Email format at The Master's Tax & Financial Services
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The Master's Tax & Financial Services
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Profile bio
About Richard Ogg, Ea, Cfs
As an Investment Adviser Representative of Avantax Investment Services℠, I work to integrate clients’ investment objectives with their personal concerns and aspirations. No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.We also provide the following tax services to individuals and businesses: tax planning, federal and state tax return preparation, and standard and electronic tax return filing.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. CA insurance license #0G48566.Please visit www.avantaxwealthmanagement.com/social_policy for more information.
Listed skills include Microwave, Rf, Strategic Planning, Electronics, and 12 others.
Current workplace
Richard Ogg, Ea, Cfs's current company
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The Master'S Tax & Financial Services
13 roles · 51 years
Richard Ogg, Ea, Cfs work experience
A career timeline built from the work history available for this profile.
Member
CurrentProfessional organization of Enrolled Agents in California.
Mar 2006 - Present
Member
CurrentActive in local North Bay Chapter (www.northbayea.org) where I previously served as president ('10-'11).
2006 - Present
~20 yrs 6 mos
Co-Owner
CurrentAfter three seasons of tax preparation for a major chain we purchased a small existing business. Now Janelle and I are both enrolled agents (a federal license for tax representation) and provide both tax return preparation and representation before the IRS and state tax boards. We are members of the National Association of Enrolled Agents (www.NAEA.org) and the California Society of Enrolled Agents (www.CSEA.org).I am also licensed for financial services and have a California life insurance license. In conjunction with our tax business I provide financial services through a broker/dealer. As an independent I am able to work with numerous companies for financial vehicles and insurance.The Master's Tax & Financial Services is not a broker/dealer.
2005 - Present
~21 yrs 6 mos
Basketball Referee
Richard Ogg
Sep 1996 - Jan 2014
Treasurer (2011-2013)
Ncsli
Jan 2009 - Dec 2013
Senior Metrologist
2006 - Feb 2013
Ssu Support
2001 - 2006
~5 yrs
Product Marketing
Feb 1992 - 2001
Treasurer
2011 - 2013
~2 yrs
Tax Return Preparer
Dec 2002 - Apr 2005
Product Support Engineer
1980 - 1992
~12 yrs
Production Engineer
Agilent Technologies (Hewlett Packard At That Time)
1976 - 1980
~4 yrs
2 education records
Richard Ogg, Ea, Cfs education
Theology
Bay Cities Bible College
Bsee, Electronics, Secondary Focus In Business
FAQ
Frequently asked questions about Richard Ogg, Ea, Cfs
Quick answers generated from the profile data available on this page.
What company does Richard Ogg, Ea, Cfs work for?
Richard Ogg, Ea, Cfs works for The Master's Tax & Financial Services.
What is Richard Ogg, Ea, Cfs's role at The Master's Tax & Financial Services?
Richard Ogg, Ea, Cfs is listed as Co-Owner at The Master's Tax & Financial Services.
Where is Richard Ogg, Ea, Cfs based?
Richard Ogg, Ea, Cfs is based in Santa Rosa, California, United States while working with The Master's Tax & Financial Services.
What companies has Richard Ogg, Ea, Cfs worked for?
Richard Ogg, Ea, Cfs has worked for The Master'S Tax & Financial Services, California Society Of Enrolled Agents, Richard Ogg, Ncsli, and Agilent Technologies.
Who are Richard Ogg, Ea, Cfs's colleagues at The Master's Tax & Financial Services?
Richard Ogg, Ea, Cfs's colleagues at The Master's Tax & Financial Services include Kristina Hammer and Ken Fifth.
How can I contact Richard Ogg, Ea, Cfs?
You can use AeroLeads to view verified contact signals for Richard Ogg, Ea, Cfs at The Master's Tax & Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Richard Ogg, Ea, Cfs attend?
Richard Ogg, Ea, Cfs holds Theology from Bay Cities Bible College.
What skills is Richard Ogg, Ea, Cfs known for?
Richard Ogg, Ea, Cfs is listed with skills including Microwave, Rf, Strategic Planning, Electronics, Process Improvement, Testing, Tax, and Pcb Design.
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