William D. Truax
Founder / Enrolled Agent
Mr. Truax has been a tax practitioner and financial consultant in private practice for over thirty years. He is admitted to practice before the IRS and all state tax agencies and is also a member of the Bar of the United States Tax Court. As a fellow of the National Tax Practice Institute, he is an Accredited Tax Advisor and a member of the National Association of Enrolled Agents. Mr. Truax was a founder and Director of Professional Business Bank in Pasadena, CA (now Plaza Bank), and was chairman of the bank’s investment committee, responsible for control and oversight of over $100 million in bank assets. Mr. Truax has been active in numerous philanthropic endeavors and is currently a trustee or a board member of several active charitable organizations. In addition to his tax and financial expertise, Mr. Truax holds a music degree and has performed with major symphony orchestras.