Bill Slattery

Bill Slattery has extensive experience in accounting and financial services, holding various positions since 1973. Currently serving as an Accountant at BNI IRefer since 2009, Bill also works as a Securities Representative at H.D. Vest Financial Services, where Bill has maintained Series 6, 24, and 63 licenses. As an Enrolled Agent at Bill Slattery & Assoc., Inc., since 1990, Bill specializes in small business accounting, tax preparation, payroll, and financial planning for diverse entities, including individuals, partnerships, and corporations. Bill operates at BILL SLATTERY & ASSOC INC in Carlsbad, CA, and is an alumnus of California State University, Northridge.