About Us

Skyline Tax and Financial Services is an online virtual tax preparation firm specializing in personal income tax returns. Skyline offers expert tax preparation with federal and state e-filing and a range of refund options.

 

Bennie Roy, EA, CFP®, the founder of the company, has over twenty years experience in financial services.  His expertise includes utilizing all deductions and credits to which you are entitled to minimize your tax liability and maximize your potential refund.

 

Bennie holds a BS in Industrial Engineering from Texas A&M University, an MBA with a concentration in Accounting from the University of Houston and an MS in Financial and Tax Planning from San Diego State University. He and his wife Debra reside in San Diego, California. They have three adult children.

 

What is an enrolled agent? Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. More...

 

What is a Certified Financial Planner? The financial planning profession exists to help people reach their financial goals and dreams. Financial planners demonstrate and support a professional commitment to education and a client-centered financial planning process. Certified Financial Planner certificants are held to the highest standards of education, experience and ethics. ​ More...

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