Put our experience to work for you!
Our goal is to provide excellent service to each person whether they need taxes completed, immigration forms filed, payroll taxes submitted or a notary signature. You can count on us to do our very best.
Not just tax preparers . . . We are tax partners.
We are not just here to generate the tax forms, we are here to answer your questions and educate you on the upcoming changes to the tax laws so that you can make tax wise decisions all year long.
Meet Our Team
Enrolled Agent
Patricia manages the office, prepares income tax forms, performs tax audits, handles bookkeeping and immigration consulting appointments. Patti has more than 27 years of tax preparation experience; 15 of those years as an Enrolled Agent.
Tax Associate
Sara assists in preparation of income tax forms, immigration forms and bookkeeping. She also assists the front desk in setting appointments and transactions. Sara is bilingual.
Tax Associate
Hector joins us with 16 years of tax preparation experience. He is bilingual and specializes in individuals with investments or retired, rentals and small businesses. Please contact the office for an appointment with Hector.
Administrative Assistant
Vicki joins our team after serving for several year with the State of California. She assists all of us with any task and provides excellent customer service for appointments.
Tax Assistant
Marcos provides excellent customer service and assists with immigration forms. He is bilingual, speaking both English and Spanish fluently.