About Us

OTA Tax Pros is uniquely positioned to use our extensive experience to meet the needs of Traders, Investors, Small Business Owners and Individuals alike.

OTA Tax Pros will help create your tax strategy in order to minimize tax exposure and increase cash flow. We provide a wide array of services, including filling tax returns for Individuals, Partnerships, LLCs, S-Corporations, and C-Corporations. We also offer consultations, entity formation, Self Directed Retirement plans and customized bookkeeping platforms.

OTA Tax Pros Staff
OTA Tax Pros Staff

Staff

Michael Atias, Director of Tax Services, EA

Michael Atias

A tax professional since 1999, as Director of OTA Tax Pros Michael Atias specializes in filing tax returns for Corporations, LLCs, partnerships and individuals specializing in 'trader in securities status' and tax trading rules as well as real estate tax strategies. Michael is also enrolled to practice before the IRS (Enrolled Agent) and has represented numerous clients in the audits and appeals process.

Michael joined Online Trading Academy in 2011 and has been helping thousands of students to develop and apply tax strategies that could save them thousands of dollars annually. In addition to being Director of Tax Pros, Michael is currently also the Instructor for Core Tax Strategies and Real Estate Tax Strategies classes.

Clarence Churn, Tax Accountant

Clarence Churn

Clarence has been a tax accountant for the past 7 years. He has been preparing income taxes since 1984, which he began doing while serving in the Marine Corps. He graduated from California State University, Long Beach, in 2004 with a B.S. in Business Administration. Clarence was employed with a local CPA firm for over 6 years before coming to OTA Tax Pros. Having run his own tax and accounting company in Orange County, he brings a wealth of professionalism and knowledge to the team.

May Tran, Tax Accountant

May Go-Tran

May has been a tax accountant for over 10 years. She is experienced in Individual, Business, and Estate & Trust returns. She has been an Enrolled Agent since 2008 and has been representing clients before the IRS and State tax agencies. She worked at H&R Block as a Master Tax Advisor. She has a degree in Business Administration with an emphasis in Accounting and has more than 20 years of experience in general accounting and financial management. She earned her certified public accountant credentials in the Philippines. She enjoys practicing Archery with her husband.

Raz Louk, Office Manager

Raz Louk

Raz has honed his accounting skills through increasingly senior positions since graduating from California State University in Fullerton with a BA in Accounting. He has over 10 years tax experience, including managing multiple offices for a leading tax preparation firm. Immediately prior to joining OTA Tax Pros, he was Senior Accountant for a local real estate partnership and had sole responsibility for managing multiple commercial properties. He is a problem solver who enjoys handing the specific tax challenges of traders and real estate investors.

April Whitcomb, Operations Coordinator

April Whitcomb

April is an enthusiastic and innovative professional who brings over 10 years of experience in Operations, Customer Service and Hospitality industries. As Operations Coordinator for OTA Tax Pros, she provides day to day operations support to our Tax Professionals, as well as to our clientele. She especially enjoys assisting traders and real estate investors with establishing their business entities. April thrives in an entrepreneurial environment where she can help improve business operations as well as enrich the lives of others. In her spare time, she loves to go hiking and travel.

Jenna Perez, Operations Supervisor

Jennifer Perez

As the Operations Supervisor at OTA Tax Pros, Jenna Perez brings over ten years of Operational and Administrative experience to the team. Jenna graduated from University of California, Irvine in 2011 with a dual B.A. in Criminology and Sociology. She has worked in an administrative and operational capacity, with a specific focus on customer-service and process improvement at legal and financial institutions, prior to coming to OTA Tax Pros. It is this background and experience that allows Jenna to provide diverse administrative support to the team as well as provide the extraordinary customer service that OTA Tax Pros is known for. During her time off, Jenna enjoys spending time with her family and their dog outside, cooking and doing DIY projects.

Gene Longobardi, Chief Operating Officer (Online Trading Academy)

Gene Longobardi

Mr. Longobardi has been with Online Trading Academy since 2004. He is responsible for all franchise development and support as well as worldwide center operations. Mr. Longobardi received a Bachelor of Science degree in Accounting from San Diego State University in 1979, and a CPA certificate in 1982, which he has since allowed to expire. He currently lives in Tustin, California with his wife of over 35 years. Note: OTA Tax Pros is an affiliate of OTA Franchise Corporation dba Online Trading Academy.

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