LPL Financial
Husam Toma, CPA, has extensive experience in tax reporting and operations, currently serving as Assistant Vice President at LPL Financial since November 2017. In this role, Husam is responsible for reviewing, data entering, and managing tax correction requests, as well as reconciling tax and cost basis items in client accounts. Previous experience includes working at MAY TAX R US as a Tax Specialist, where responsibilities included preparing payroll, assembling personal taxes, and providing bookkeeping services. Husam holds a degree in Accounting from San Diego State University, completed in 2016, and graduated from Grossmont High School in 2012.
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