Thank you for visiting. Peter Gaylord, EA provides tax preparation services for individual taxpayers & businesses with complex tax reporting requirements including self-employment, investments, rental properties, stock options, RSUs, and more.
I’m a Veteran-owned business. In my career I’ve helped over 7,000 taxpayers prepare their returns. As an Enrolled Agent, I hold the highest credential the IRS awards. Additionally, I am a CFA (Chartered Financial Analyst) Charter Holder and possess advanced investing knowledge. At E*TRADE, I served as a General Securities and Registered Options Principal, and held the FINRA Series 4, 7, 24, 63 & 65 Licenses. I am also an experienced investor and the owner of Gaylord Wealth Management, LLC. See gaylordwealth.com for more information.
I spent over two decades in the tech industry. I’ve also worked as a Senior Financial Analyst for firms such as Wells Fargo, VISA & Walmart.com. I’ve maintained complex financial models dealing with million, billions and literally trillions of dollars.
My education includes an MBA from Michigan State University, a Certificate in Finance from UC Berkeley Extension, and I have attended the Entrepreneur Bootcamp at Stanford Business School.
If you’d like to discuss your tax situation, please call (279) 222-1730 or email gaylordtax@gmail.com for a 30 minute consultation. When you’re ready to move forward you may also use the form on this page to create your portal access to share documents, tax forms, e-sign, and pay for services online. I look forward to working with you!
Peter Gaylord, EA