About
I meet with each client and go over the information they are currently providing as well as reviewing the return from the past year to make sure all deductions are captured.
I opened my office at 148 Best Ave in San Leandro in 2006 and work with a mix of individuals and small business owners. I also provide payroll services.
I enjoy educating clients - making sure they understand how their financilal moves impact their tax situation. I also appreciate clients who have not filed for a few years and their relief to get on track again. I am available year round for any questions (and there are a lot) about withholding changes, purchases, and other issues that may arise.
Highlights
Reviews
mad V.
Frequently asked questions
What is your typical process for working with a new customer?
I provide a no obligation interview to make sure I am the right fit for their needs.
What education and/or training do you have that relates to your work?
I have been an enrolled agent registered with the IRS for 16 years