Telephone: 805-488-6194

Pager: 805-240-3778

E-Mail Address: CATHY-RAE@juno.com

TAX PRACTICE INFORMATION

Type of Practice: Tax Practice & Accounting

Year Tax Practice Began: 1981

Range of Tax Preparation Fees: $50 - $500

Minimum Tax Preparation Fee: $50 for 1040A/540A No Schedules

How Tax Return Fees Charged: Combination of Hourly & per Schedule

Electronic Filing Offered?: Yes

Range of Electronic Filing Fees: $15 - $40

Refund Anticipation Loans Offered?: Yes

Range of RAL Fees Charged: $49 - $99

Specialties or Areas of Concentration: Small Businesses, Home Businesses, Day Care Centers

Hours Open During Tax Season: 9:00 am to 9:00 pm

Call First for Appointment?: Yes

Accept Long Distance Clients?: Yes

Other Business Services Offered: Payroll Accounting, Real Estate Property Management, IRS Representation, Computer Services

PERSONAL PROFILE

Education: Graduated Artesia High, 1970, Attended Long Beach City College, Sierra Tahoe, Oxnard & Ventura Colleges for Numerous Professional Courses, Attend 4-5 Seminars Yearly to Maintain Continuing Education Requirements

Professional Credentials: Enrolled to Practice Before the IRS, Notary Public, Real Estate Broker

Association Memberships: American Institute of Professional Bookkeepers, California Association of Realtors

Personal Comment: Find that the bookkeeping required for your business keeps you from doing what you do best? I can customize a plan to help you in the areas that can free your time. I pick-up and deliver your paperwork and charge either by the hour ($22.00) or a flat fee. My clients pay from $50 to $150 a month, some are as low as $50 per quarter depending on the work involved. Let me fight that paper monster for you.

Last Updated: December 1997