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I have been in business providing financial planning, tax consultation, and bookkeeping services for 25 years. I am an active member of the following organizations:
NAEA-National Association of Enrolled Agents
CSEA-California Society of Enrolled Agents
Golden Gate Society of CSEA
I have a superior ability to serve my clients because I keep up to date on the latest tax code and financial options by attending over 70 hours of continuing professional education per year.
Extensive financial experience includes:
*Many years experience as a Chief Financial Officer
*Enrolled Agent since 1990
*Fellow of the National Tax Practice Institute
*Master’s Certificate in Personal Financial Planning from UC Berkeley,
Awarded with Distinction
What is an Enrolled Agent?
Enrolled Agents (EAs) are professional tax practitioners, who are enrolled to represent taxpayers before the Internal Revenue Service.
The Internal Revenue Service gives a very difficult two-day examination covering all aspects of taxation, including procedures and ethics. Traditionally, less than one-third of all applicants pass the examination, allowing them to apply for enrollment (the application process includes a thorough background investigation).
Enrolled Agents (EAs) are the only practitioners who are required to demonstrate competence specifically in matters of taxation. They are the only representatives for taxpayers who receive that right from the U.S. government, rather than from individual states.
Expert Personalized Service
No two businesses or clients have the same needs. I will work with you to determine your goals and to develop a set of services which will best meet your needs.
As the business owner, it is a source of personal and professional pride to provide professional service in a timely manner. You can be assured that I will always meet our agreed upon deadlines. Your priorities are my priorities and I will work hard to ensure that all deadlines are met.
High Quality Results
As your personal representative, I can assure high quality results based on many years of experience and a variety of professional credentials.