ENROLLED AGENT (EA), REGISTERED SOCIAL SECURITY ANALYST (RSSA®), FOUNDER & PRESIDENT
Dale has been preparing income tax returns for more than 35 years and established the firm in 1988. The firm specializes in preparing personal and small business returns and leverages tax planning strategies to minimize taxes owed to help clients achieve their financial goals.
Dale graduated from the University of Maryland, College Park, in 1982 with a B.A. degree in Law Enforcement. He currently holds a M.S. degree in Safety Engineering and is an IRS registered Electronic Return Originator (ERO) and Enrolled Agent.
Effective 12/19/2023, Dale completed the requirements to become a Registered Social Security Analyst (RSSA®). Registered Social Security Analysts are an elite group of advisors trained to help Americans maximize their Social Security benefits.
EXPERTS IN SOCIAL SECURITY
Registered Social Security Analysts® have studied the complex laws and rules of Social Security – and passed the national RSSA® Competency Exam administered by the National Association of Registered Social Security Analysts.
RSSAs can help clients receive tens of thousands of dollars or more in additional Social Security benefits. Dale is now qualified to guide people through the complex considerations involved with Social Security claiming strategies. RSSAs help individuals and couples understand how to make decisions about when to retire, how to claim spousal benefits, and how to navigate Social Security regulations to maximize their benefits.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.