Mark Schwanbeck, EA
Mark is a tax preparer with more than 40 years of experience working in finance and investment management. He is an Enrolled Agent and licensed by the State of Maryland to prepare tax returns, and is also a Certified Retirement Counselor®. Prior to joining TMDL, Mark worked with pension, 401(k), foundation and endowment clients. Mark is also the author of Your 401(k) Plan – How and Where to Invest.
M.B.A. Finance and Marketing, University of Southern California
B.A. Biology/Biological Sciences, University of California
National Association of Enrolled Agents
National Association of Tax Professionals
When not in the office, Mark and his wife, Judy, enjoy spending time with their grandchildren in Charlestown, MA and Sarasota, FL; they are also world travelers. Mark is an avid reader, technology enthusiast, and major league baseball fan, splitting his allegiance between the Washington Nationals and the Boston Red Sox.