Profile

Since establishing my firm in 1984 I have been serving the San Diego and Southern California area with quality tax preparation, bookkeeping and client write-up services at reasonable rates. In 1990 I took and passed the Internal Revenue Service’s Special Enrollment Exam and achieved the title of Enrolled Agent. Enrolled Agents are the only tax professionals licensed by the Internal Revenue Service to represent taxpayers.

I believe in the value of relationships. I view every client relationship like a partnership, and truly believe that my success is a result of your success. I am committed to providing close, personal attention to my clients. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

I provide a variety of services including:

  • Income Tax Preparation for all types of businesses, and individuals
  • IRS and State Audit Representation
  • Payroll Processing and Reporting
  • Sales Tax Reporting
  • Business startup services
  • Monthly bookkeeping
  • Financial statements – making sure your financial records are timely and accurate

My continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of my commitment to excellence.

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

What does the term “Enrolled Agent” mean?

“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.

How does one become an Enrolled Agent?

The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.

How can Enrolled Agent help me?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.