Lantzy earned his master’s degree from California State University-East Bay over a decade ago, and he has more than 20 years as a sole practitioner and over 30 years in the industry, having earned his CPA license in 1984. While Lantzy sells individual and small group health insurance plans to his clients, the accounting side of his business focuses on tax preparation, tax planning, retirement planning, and accounting for small companies. He also does tax preparation work for individuals, trusts, estates, partnerships, corporations, and limited liability companies.