Marlon Dorsey

Tax Professional & CA Real Estate/Mortgage Broker

MWD Associates
View Park-Windsor Hills, California, USA

Sole Proprietorship

Professional Summary

Specializing in individual and small business tax preparation and strategic planning. Ancillary services include probate, estate and trust research, planning and document preparation. Representation for individual, corporate, LLC and partnership client returns. Currently pursuing the Enrolled Agent designation with the IRS. Special emphasis on matters of real estate investment taxation and entity holding structure. Licensed CA Real Estate Broker and Mortgage Broker. Residential Senior Care Consultant.

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Languages

  • English

Industry Experience

    • Income Tax & Real Estate

Interests/Hobbies

  • Sports
  • Gardening
  • Audiophile

Birthday

October 17

Social Media

Experience

MWD Associates
View Park-Windsor Hills, California, USA 90043
Tax Professional & CA Real Estate/Mortgage Broker
Sole Proprietorship
1989 - Present
Real Estate Finance and Investment Broker / Consultant

Currently manages and provides oversight of business operations. Advises and consults with clients on matters of financial, taxation, budgetary and investment concern for residential and commercial real estate projects. Provides analysis and market research to determine which investments will produce the desired return on investment (ROI) and internal rate of return (IRR). Analyze investment opportunities to calculate Net Present Value (NPV) to determine if the potential investment is a GO or NO GO.

Proficient in the use of Microsoft Office, Google suite of applications and real estate specific software such as Calyx Point and ZIPforms to produce various transaction related documents.

Extensive research and data mining experience through sources including the internet and proprietary information services.

Manages a team of real estate professionals in a project and task oriented environment.

Effectively communicates with agents, lenders, associates, vendors and clients to successfully close transactions in a timely manner.

Specialties: Professional

National Association of Realtors
Building Industry Consulting Service International (BICSI)
ABA - Real Property, Trust and Estate
Seniors Real Estate Specialist Council (NAR)
National Association of Tax Professionals
California Tax Education Council (CTEC)
National Notary Association
Urban Land Institute
California Society of Tax Consultants


Education

BS, Business Management & Real Estate 1995
University of Redlands
View Park, California, United States

Professional Certifications

CTEC AFSP
2015
Active
CA DRE Real Estate License 01370472
2002
Active
CA NMLS License 150890
2008
Active

Associations and Societies

  • National Association of Tax Professionals
  • California Society of Tax Consultants
  • National Association of Realtors
  • National Association of Mortgage Professionals

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