To CPA or Not to CPA: What's the Benefit to Your Business to Find a Financial Advisor in 2026?

Ryan Henry is an experienced Internal Revenue Agent based in Los Angeles, CA, with a strong background in both tax auditing and tax preparation. In his role with the IRS, Ryan collaborates closely with CPAs and other tax professionals to ensure accurate reporting and compliance with federal tax regulations.

Before joining the IRS, he served as an Income Tax Preparation Specialist at H&R Block, where he provided expert tax preparation, consultation, and audit support to individuals and small businesses.

Ryan holds a Bachelor of Arts in Business Administration from Whittier College and is currently pursuing a Master’s in Taxation at Golden Gate University, along with his CPA certification. Passionate about tax education and compliance, he brings a practical, real-world perspective to every discussion and looks forward to sharing his insights and experiences with attendees.

Jogina "Jo" Malone, the founder, and owner of Balance My Accounts, is a Certified Public Accountant (CPA). She graduated from the University of Central Oklahoma, following which she worked for the nationwide accounting firm Ernst & Young and eventually served as a Corporate Controller for 15 years. Jogina now focuses on providing comprehensive bookkeeping and accounting services to individuals and businesses alike.  She specifically enjoys understanding businesses and creating efficiencies in the daily processes so owners can focus on business and personal growth and success.