ANGEL M. PEREZ, EA CFP®
Angel M. Perez has owned and operated a tax preparation and planning business since 1992. At the time he was a Firefighter/Paramedic in Sacramento and started preparing taxes for many of his fellow firefighters.
By 1996, Angel became an Enrolled Agent which licensed him to represent his clients before State and Federal taxing authorities. In 1998, after retiring from the fire service, he expanded his business to include financial planning by obtaining his California Life and Variable Insurance License, as well as his Series 6, 63, 7, and 67 credentials. He also holds a B.A. in Economics from the University of California, Davis.
In 2009 Angel formed Mouriski & Perez, LLP, a tax and accounting partnership with Michael G. Mouriski, CPA. In 2010 he obtained his Certified Financial Planner designation and in September 2011 joined forces with Jim den Dulk and formed his newest partnership, Ideal Life Financial Advisors.
Angel is a member of the National Society of Enrolled Agents, the California Society of Enrolled Agents, CalCPA, the Folsom Chamber of Commerce and the Sacramento Metro Chamber.
Angel and his wife Lelia live in Folsom, California. They have two daughters who are currently attending universities.
MICHAEL G. MOURISKI, CPA
Michael G. Mouriski, CPA has been serving the accounting, tax and advisory needs of businesses and individuals since 2001. He began his passion for accounting in high school when he worked at his Grandfather’s accounting firm.
Prior to running his own company, Michael held various executive level accounting and finance positions in private industry. He was Controller for JPS.net, a private Sacramento company and Regional Controller for OneMain.com, a Virginia based public company. His experience also includes internal audit at Wells Fargo Bank, external audit at KPMG LLP, at the time one of the big six accounting firms, and mergers and acquisitions at EarthLink, Inc., where he was Director of Finance.
In 2001, Michael decided to form his own company where he specialized in tax planning and preparation, bookkeeping, and business advisory services for self-employed individuals and small to medium sized businesses. Michael’s practice enjoyed consistent growth and in January of 2009 he formed Mouriski & Perez, LLP,a tax and accounting partnership, with Angel M. Perez, EA CFP®.
Michael’s educational background includes a B.S. in Business and Accounting from San Diego State University and an M.B.A. in Finance from California State University, Sacramento. Michael was licensed to practice as a Certified Public Accountant in California in 1998.
Michael is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, RAN ONE (a global network for accountants who cater to small and medium size businesses), and the Folsom Chamber of Commerce. Michael is also a charter member of the Folsom Lake Rotary.
When away from the office Michael enjoys spending time with his wife Petra, sons Addison and Brennan and daughter Morgan.