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Harvey I. Bezozi, CPA, CFP

Tax Advisor - President

The Tax Wizard
Boca Raton, Florida, USA

Tax Consulting Firm

Professional Summary

I AM THE TAX WIZARD!

Read all about me on this site and on my website www.yourfinancialwizard.com

I AM THE TAX WIZARD!

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Languages

  • English

Industry Experience

    • Public Accounting Firm

Website

Interests/Hobbies

  • Music
  • Reading
  • Traveling

Birthday

September 15

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Experience

The Tax Wizard
Boca Raton, Florida, USA 33431
Tax Advisor - President
Tax Consulting Firm
1990 - Present
Harvey I. Bezozi, CPA, CFP® started his career in Washington, DC working for PriceWaterhouse Coopers (PWC) and KPMG, two of the largest and most prestigious accounting firms in the world.

While at PWC he worked in the financial auditing department on clients including The National Theater, CBS Television, National Public Radio, SWIFT (Society for Worldwide Interbank Financial Telecommunication), and the complex Divestiture of AT&T.

Mr. Bezozi then joined the tax department of KPMG where he worked on the tax returns of many prominent political figures including a former U.S. Secretary of State, Secretary of Commerce, Presidential candidate, and Senator, prominent real estate developers and business moguls, and famous musicians, rock-stars and athletes.

After leaving KPMG, he joined forces with a retired veteran IRS agent and devoted his time to learning how to help individuals and businesses with serious IRS tax problems. Mr. Bezozi has become one of the best in the country at resolving client tax problems. He has been told by several very experienced IRS employees that the documentation he submits is “the best they’ve ever seen.” He also comes up with settlement plans that are very favorable to clients and that are very realistic to qualify for and stay in compliance with. Mr. Bezozi considers the work he does is an “art” not a “science.” He has the many years of experience and the judgment required to solve the most complex types of cases that he is used to handling.

Education

BS, Accounting & Finance 1982
University of Maryland
College Park, Maryland, United States
Robert H. Smith School of Business
Honors Graduate
Deans Advisory Council
National Association of Accountants

Professional Certifications

Certified Public Accountant(CPA)
Active
1984
Certified Financial Planner (CFP)
Active
2008

Associations and Societies

  • American Institute of Certified Public Accountants
  • Financial Planning Association

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