Providing knowledgeable tax preparation, informed counsel, and focused advocacy to taxpayers
Our Qualifications
- Member, National Association of Enrolled Agents (NAEA)
- Enrolled by the Internal Revenue Service to practice as an Enrolled Agent
- Master of Business Administration (MBA), University of Phoenix, 2008
Our Mission
To provide the highest levels of quality and perceived value in all of our efforts
An enrolled agent is always your best "first call" in any interaction with the Internal Revenue Service or a state tax board.
Please contact us here before you talk to them!
Who are we?
We are a small, client-focused firm located in Marin County (San Francisco Bay Area)
Our Commitments
- To provide up-to-date counsel by maintaining a current knowledge of tax laws
- To maintain the highest ethical standards in confidentiality of client information
- To fully engage and involve our client in all aspects of our processes
- To measure our success solely in terms of meeting our client's needs and expectations