Owen S. Arnoff is a tax and business consultant with an expertise in tax reduction strategies and asset protection structuring for individuals, small business owners and real estate. He is also an Investment Adviser Representative affiliated with Brookstone Capital Management. He was originally licensed in financial services in 1984, when he obtained his California Insurance Agent’s license and later, in 1986, received his first securities license.

His diverse experience as a comptroller of various companies as well as his vast financial background, encompassing insurance, real estate and investments, makes him uniquely qualified to advise and coach individuals and small business owners through their lifecycles.

In 2011, Owen spearheaded the merger of Better Business Ventures, Inc. with another Sacramento-based tax firm. In 2014, Owen departed that firm and established his own solo tax practice, serving individuals and small business owners from his location in Yuba City, California. He serves clients all over the world utilizing tools that enhances his ability to serve his clients virtually, no matter where they may be located.

In his career, Owen has prepared or reviewed more than 20,000 tax returns.

Owen is an Enrolled Agent, a Fellow of the National Tax Practice Institute and a QuickBooks ProAdvisor. He is also a Master Registered Financial Consultant. In the past, he served as a tax-planning expert on AllExperts.com. Further, he is a published author, having contributed to the book “The Enrolled Agent Tax Consulting Practice Guide,” and authoring “The Successful Business Owner’s Manual” and “Tax Breaks of the Rich and Famous.” He has lectured on successful business planning techniques and has been a speaker on various tax-related subjects. Lastly, for two years, he hosted a weekly radio talk show, Tax$ense: Keeping What’s Yours, on a local news/talk station in Sacramento.

Owen is a member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, the National Association of Tax Professionals, the National Society of Accountants, and has previously served on the Board of Directors of the Sacramento Valley Chapter of the California Society of Enrolled Agents.

Justin Romo is an Enrolled Agent and Investment Advisor Representative. With a degree in accounting and over a decade in the tax and accounting field, Justin brings a deep understanding of financial statements to his consulting and tax work. In the past, he has also worked as a financial analyst for a large, international non-profit corporation. With this background in analytics, tax, accounting, and investments, he proves to be a valuable resource both from a tax preparation, tax planning, and investment advisory perspective.

Justin grew up in Sacramento, CA and moved to New York City at the age of 19 where he resided and worked for about 10 years. There, he enjoyed learning the Spanish and Chinese languages and had the opportunity to travel extensively. His wife and two daughters now live in Sacramento where they enjoy spending time at the lake, parks, and walking around their neighborhood in Midtown.

Justin is a welcome addition to the team at Wealth Protection.