began doing tax work in 1995, when
the World Wide Web was just becoming widely accessible.
Being a huge fan and early adopter of email from my
days as a programmer at Xerox Corp. in the mid-1980s,
I realized that
and the web would revolutionize many information-based
allows me to stay in touch and work closely with clients.
Effective communication via Facebook
keeps you informed. Email
contact allows me to be responsive to your questions
and reply thoughtfully. My clients know that
I am only a "click" away.
I am an Enrolled Agent
tax and payroll
services to clients located throughout the State
of California. I strive to be thorough, accurate,
and highly responsive, thereby alleviating my clients'
tax-related stress and worry to the greatest degree
I started doing tax work
in 1995 and made child care providers the focus of my
tax practice in 2007. The need is out there.
Providers are looking for tax professionals familiar
with the unique tax rules that apply to the business
of family child care. It is a pleasure to work with
these caring individuals. I now work with child
care providers located throughout California.
Born and raised mostly in Marin
County, I have lived at various times in Sacramento,
San Francisco, Berkeley, Torrance and Long Beach. I
settled in the East Bay city of Fremont in 1988.
I have a bachelor's degree
in computer science from the University
of California at Berkeley. After a number
of years working as a software engineer, I discovered
a passion for the tax field.
me by email or phone with any questions.
Enrolled agents (EAs)
are America's Tax Experts.
EAs are the only federally licensed tax practitioners
who specialize in taxation and also have unlimited rights
to represent taxpayers before the IRS.
I passed all parts of the Enrolled
Agent exam in a single sitting to earn my EA credential
in 1989. This difficult, two-day test is administered
by the Internal Revenue Service and covers all areas
Because Enrolled Agents
are "admitted to practice before the Internal Revenue
Service," I can deal directly with the IRS and
the California Franchise Tax Board on behalf of clients,
thereby resolving any issues that come up.
I keep current with many hours
of continuing education each year to maintain my professional
standing and provide excellent client education and
my newsletter mailing list
my Facebook page
for the most timely updates.
my Day Care page
It is my pleasure to work with
many family child care providers. From what
I've seen, most tax professionals are
not very aware of child care tax rules, though
providers face a daunting array of legal, licensing
and tax considerations.
Daycare providers are
some of the hardest working folks around. They nurture
and educate our little ones and provide an essential
service in our communities.
Of all the business owners I've
worked with, child care providers are the most in need
of specialized, affordable, quality care. They
value a trusted advisor who can help them comply with
record keeping and tax filings. I am glad to be able
to fill that position for many.