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TAX PRACTICE INFORMATION
Type of Practice: Individual and Small Business. Year Tax Practice Began: 1994. Typical Range of Tax Preparation Fees: $50 - $200 for Individuals. Minimum Tax Preparation Fee: $75. How Tax Return Fees Charged: By form. Each form's price is based on the forms complexity. Electronic Filing Offered?: Yes. Range of Electronic Filing Fees: Fees are at my cost for Tax Prep clients. Refund Anticipation Loans Offered: NO. Specialties or Areas of Concentration: Individuals, Small Business, Sole Proprietors, Partnerships, Corporations, LLCs. Hours Open During Tax Season: 8:00 am to 9:00 pm Call First for Appointment?: By appointment only. Accept Long Distance Clients?: No. Other Business Services Offered: Audit Representation, Bookkeeping, Debt Management, Consulting, QuickBooks Accounting program setup and training.
PERSONAL PROFILE
Education: BS in Business Administration from San Diego State University - 1977. Graduated Magna Cum Laude. Member of Phi Beta Kappa, Beta Alpha Psi and Alpha Gamma Sigma. CPA Exam passed in 1978. As an Enrolled Agent I am required to take 24 hours of education each year. I usually take 50 to 60 hours of Continuing Education each year. Professional Credentials: I became an Enrolled Agent in 1995 after just 3 years of tax preparation. Association Memberships: Member NAEA (National Association of Enrolled Agents) and NATP (National Association of Tax Professionals). Previous Private Employment: 6 years with H&R Block. Two of those years were in a "Premium" office that specialized in returns for businesses and higher income individuals. Previous Government Employment: Senior Accountant - San Diego Housing Commission. Handled all IRS required filings and oversaw the accounting for several multi-million dollar programs. Received the Housing Commissions first "Standard of Excellence" award. Personal Comment: I take pride in my work and I am committed to provide excellent service to my clients at reasonable prices. I do honest tax returns that take advantage of legal opportunities for tax avoidance. You can count on a quality return that won't get you in trouble with the IRS. The Enrolled Agent designation means that the IRS recognizes my professional standing to be equal to that of a CPA or Attorney. Licensed, Insured. Last Updated: January 26, 2010 |
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