I am a tax preparation expert with experience and education that surpasses most other tax preparation services. I available to you full-time throughout the year for tax advice, planning and representation before the IRS.
I have lived and worked in the Bay Area since graduating from the UC Berkeley Haas School of Business in 1976 and have extensive tax, banking and real estate experience. My goal is to help you, whether a business owner or individual, develop the best tax strategies to maximize your business and/or personal cash flow to achieve optimum financial results.
As an Enrolled Agent, I complete many hours of continuing education each year to stay informed about new tax laws and legislation. I focus on the nuances and changing regulations so you don’t have to. I make sure you remain in compliance with all tax laws while taking advantage of every deduction the tax code allows.
I look forward to hearing from you. I take the time to thoroughly understand your business and/or personal financial goals and I have an excellent client retention-rate. It starts with our first free consultation. Please contact me so that we can begin to provide you with efficient, responsive, secure and accurate tax services.