As Founder & CEO of TPI Group, Inc., Morteza has nearly 30 years of experience in providing tax planning, accounting and financial consulting services for individuals as well as small businesses.
In 1980, Morteza graduated/obtained his MBA from Dallas University where he soon began working as a Comptroller for a Fortune 500 company . . . after nearly a decade of using his talents in the private sector he branched out to create Tax Plus in Northern Virginia.
Through TPI, he offers a full array of accounting, financial, taxation, investments and estate planning services. As a Certified Public Accountant and Certified Financial Planner, Morteza is uniquely positioned to offer the best of both worlds, comprehensive financial planning strategies combined with valuable expertise with tax-efficient solutions.
Robert is an accomplished attorney with more than twenty years experience primarily focused in the areas of tax law as well as estate and business planning. His expertise also covers trusts, estate planning, taxation, special needs trusts along with probate and trust administration. Robert’s broad understanding in both taxation and law makes him a valuable resource and problem-solver.
With twenty seven years of experience in tax preparation and planning for federal as well as state income tax returns, Margaret is an extremely strategic and resourceful tax professional. As an Enrolled Agent, she represents taxpayers in resolving tax issues with the Internal Revenue Service along with other state taxing authorities. She is a valuable member of our accounting team providing and assisting across a variety of tax services that are relevant to individuals and business owners ranging from tax compliance, tax planning, tax controversy and tax research.
With twelve years of industry experience, Abbas assists with multiple tax functions and provides analytical and technical support in our accounting division. He is also responsible for aiding with preparation of income tax provision, providing support in the preparation and review of tax returns in compliance with tax laws and regulations, supporting tax research as well as tax compliance activities.
As an experience tax specialist, Farnaz prepares and reviews federal and state income tax returns for individuals, families and business owners. She also estimates tax payments, files extensions and aides with federal and state audits.
Pepper is a seasoned financial professional with seventeen years of experience in planning as well as consulting and relationship management. Her primary responsibilities include providing comprehensive financial and retirement planning services for new and existing clients while managing ongoing client needs.