Type of Practice: Individual & Small Business. Year Practice Began: 1994 Typical Range of Tax Preparation Fees: $50- $200 for Individuals. Minimum Tax Preparation Fees: $75. How Tax Returns 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 (RAL) Offered? Yes Specialties or Areas of Concentration: Small Business, Sole Proprietors, Partnerships, Corporations, LLCs. Hours Open During Tax Season: 8:00am to 9:00pm Call First for Appointment? Yes Accept Out of State Clients?
Yes Clients Accepted:
California Other Services Offered: Audit Representation, Bookkeeping, Debt Management, Consulting, QuickBooks Accounting program setup and training, Business Plans. See my listing at http://qbpaweb.intuit.com.
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 ISTC (Inland Society of Tax Consultants) and NATP (National Association of Tax Preparers). 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.