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This website exists to provide clients and potential clients with information concerning my practice and my unique, low-pressure approach to personal and professional services. I have an excellent client-retention rate, and I am extremely proud of the high-quality services that I provide. Please, feel free to browse my website to see the services I offer as well as the many helpful resources available.
Services
If you're looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My practice offers a full range of professional services to give you the individual attention that you deserve. I thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
I am proud to have been preparing taxes since 1986, providing personalized financial guidance to individuals and businesses. My expertise ranges from tax preparation for individuals, businesses, trusts, and estates, to more in-depth tax planning services. I became an Enrolled Agent in 1990, and am a member of the National Association of Enrolled Agents, and the California Society of Enrolled Agents. My ongoing education includes over thirty hours a year of classroom education as well as regular reading of journals and relevant news articles.
An Enrolled Agent is a tax practitioner who has technical expertise in the field of taxation and who's license is granted by the Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections and appeals. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation.
Click "Yes" on the popup dialog or "Advanced" and change the calendar name and description if you so desire. To display or hide the Tax Calendar, click the box next to the calendar name under "Other Calendars". All events in these calendars are all day events and will appear in the all day section of iCal. In order to be up to date, it is recommended that you select a refresh period rather than leaving it set to the default, which is no refresh rate.
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