We specialize in individual and business tax preparation. We are a women owned, small business that provides personalized service.
Run by an Enrolled Agent and Mental Health Professional with experience in counseling, we are very unique.
We are perfectionists and love when we can assist people with their accounting and tax, specifically when we can save our clients money.
We also feel a personal relationship is important.
Shannon combines compassion, great intellect and uncanny insights into mental health maladies and treatments therein. Her assessment and recommendations of my son have minimized his emotional turbulence and improved his learning capacity. She is truly a caring and committed mental health professional who puts patients first. Strongest endorsement.
Shannon is an exemplary professional. She’s helped my family tremendously, with two of my daughters serious mental health issues. With Shannon’s guidance navigating through the mental health care system, we were able to get the important care needed. Without Shannon’s assistance, guidance, recommendations, and thoughtful care, the mental health care process would have been beyond our reach. My daughters are doing very well now, and it is partly due to Shannon’s involvement. We are forever grateful to her.
Professional and compassionate
We meet with our potential clients to discuss their specific needs.
EA Enrolled Agent
MS Professional Counseling
BA Latin American Studies
Post Bach Cert in Spanish and Fiducuary Studies
RADT - Substance Abuse Certification
Cal State Fullerton - Accounting
Our fees vary based on the needs of our clients.
We are sisters who have worked in our family CPA firm since we were 13 and 14. We have years of experience in accounting and tax.
Individual and Business accounting and tax.
I recently went to a historic art theater with a girlfriend and saw a classic movie, Mr. Smith Goes to Washington. It was a wonderful evening.
Make sure they are experienced, ethical and give personal service.
It is an important relationship, write down notes prior to the first meeting.