CRT Associates
About
We have 30 years of experience preparing individual and business returns. We also help tax payers resolve their problems with the IRS and FTB. We are proud members of the TAXREP Network and provide the same services as the national firms that advertise on television.
I like helping people. I am dedicted to providing the best service possible. I keep up to date by taking webinars weekly so I am aware of all the changes and techniques available to minimize taxpayers tax liabilities.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Identify needs of client.
Prepare proposal to meet needs, incudes plan of action and services to tb performed.
Execute, provide progress reports and complete engagement.
What education and/or training do you have that relates to your work?
MBA, Enrolled Agent
Over 20 years experience in financial management with major corporation including Divison Accounting Manager.
TAX Preparation and Resolution
Over 20 years experience preparing Individual and Business Tax returns. Resolve taxpayer problems with taxing agencies, IRS and FTB.