Avo Mavilian, EA, WMCP®
Founder & Principal
Avo Mavilian focuses his practice in the areas of wealth preservation & tax planning.
He works with successful professional, families and privately owned companies to design and implement wealth preservation & tax planning strategies. He frequently collaborates with Business and Estate Planning Attorneys, utilizing their knowledge and experience to best serve the needs of his clients.
Avo’s advisory work extends to helping clients identify and mitigate the issues that arise concerning the transfer of wealth to the next generation and the related tax and estate planning issues. Additionally, Avo has considerable experience advising entrepreneurs and executives on the formation and operation of multi-owner and family owned companies.
Avo is a federally licensed tax practitioner admitted to practice before the Internal Revenue service. In addition he holds series 65 in TX, CA, IL.