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
Specialties
Special tax situations
Employment status
Filing status
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