About
we specialize in helping individuals who are real estate investors. i personally own 150 single family home rentals, 2 apts , and one commercial building. i also offer a hard money lendingbusiness for investors. i am an hands on real estate investor for 40 years
Richard, after a career fifteen yeas with IBM took the plunge, became credentialed as an Enrolled Agent, and opened his own accounting firm. The firm has flourished and grown over the span of 30 years into a two-office enterprise. What makes it different? The people who work on the team, many family members or long-time employees with a vested interest in the success of the business, and the core value of simplifying the often complex task of tax prepration and providing excellent customer service.
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Frequently asked questions
What is your typical process for working with a new customer?
call first and set up an office visit. we have 2 offices. one in san jose near 280 and saratoga and one in campbel at leigh and hamilton at 1500 e hamilton i graduated from san jos estate university and my wife, denise wilson, who manages the campbell office has a masters degree in finance. we are both enrolled agents and licensed by irs.
What education and/or training do you have that relates to your work?
batchlors degree from san jose state. my office manager in campbell ha sa masters degree in finance. we are both irs licensed enrolled agents.