Specializing in providing personalized, professional, and accurate services at competitive rates. Over 25 years of experience.

I am an Enrolled Agent, licensed by the US Treasury Department. I have over 25 years of experience in tax return preparation, consulting, bookkeeping and business services. I specialize in providing personalized, professional, and accurate services at competitive rates. Individual and business tax returns Consulting and tax planning services Experienced and knowledgeable Professional and quality service I am in the beautiful South County region of San Luis Obispo County's Cent...

I am an Enrolled Agent, licensed by the US Treasury Department. I have over 25 years of experience in tax return preparation, consulting, bookkeeping and business services. I specialize in providing personalized, professional, and accurate services at competitive rates. Individual and business tax returns Consulting and tax planning services Experienced and knowledgeable Professional and quality service I am in the beautiful South County region of San Luis Obispo County's Central Coast in California, but I provide services to clients in multiple areas of California and in other states. I maintain a year-round office – mostly virtual, with some exceptions. Tax return services are provided via email or mail-in and telephone, or in some situations are provided in person at your location or mine. My objective is to provide my clients with individualized service and the tax-related information important to planning and decision-making for their specific situations.