California Enrolled Agents

Sharon H. Hinchman, EA, FNTPI
 Certified QuickBooks® ProAdvisors on Staff

QuickBooks Certified Technical Advisor Available. Comprehensive bookkeeping and reconciliation. After-the-fact bookkeeping. QuickBooks set up either online or on your computer. Tax Preparation for Corporations, Small Business, Fiduciary, and Individual Tax Preparation for all 50 States. Expatriate and Non Resident Alien Specialist. Tax Attorneys on staff to help with non-filers and audit and collection issues. 2nd office in Manteca.

Serving area: Alamo  CA •  Manteca  CA •  Oakland  CA •  Walnut Creek  CA

Dante Cajucom, JD, EA
Charisse Estremera (Office Manager)

One-stop personal and business help. Provide assistance in tax, IRS audit, bookkeeping, payroll and related matters. Also, assist in legal documents preparation as well as formation of business and compliance with business regulation. For more information of the services provided please visit our website.

Serving area: Anaheim  CA •  La Habra  CA •  La Mirada  CA •  Buena Park  CA

William Lamb, Enrolled Agent
 

• Tax Preparation and Bookkeeping services for Individuals, Partnerships and S-corporations. • Kick Starter - Offering guidance on accounting and tax solutions for Kick Starter projects.

Serving area: Berkeley  CA •  Oakland  CA •  San Francisco  CA •  San Leandro  CA

Joshua Richman, EA
 QuickBooks® ProAdvisor, Sage/Peachtree Specialist

Expert bookkeeping (specializing in QuickBooks® & SAGE Peachtree®), tax preparation, tax planning and payroll services. Accurate bookkeeping is critical for maximizing efficiency in operations and for tax planning. Save taxes - We'll aggressively look for all tax breaks & loopholes you're entitled to. Our clients include doctors, attorneys, design & ad firms, actors, R/E property owners, Internet sales, manufacturing and construction. Call us with any questions or to discuss your situation.

Serving area: Beverly Hills  CA •  Hollywood  CA •  West Los Angeles  CA •  West Hollywood  CA

Dick Norton, Enrolled Agent
 

I am a United States Treasury licensed Enrolled Agent and a Federally Licensed Tax Practitioner. I retired as the Associate Chief of the IRS Los Angeles Appeals Office. Having 34 years of inside-the-IRS experience provides I have the knowledge and skills that a small percentage of representatives possess. My services include representation (IRS and State tax agencies), consultation, expert witness testimony and personal income tax preparation for clients worldwide.

Serving area: Burbank  CA •  Glendale  CA •  Los Angeles  CA •  Pasadena  CA

Christina Terusa, QuickBooks Specialist, CTEC
George Padilla, CPA, EA

Full service Bookkeeping, & Taxation - all businesses, individuals and business with corporations and LLCs • On-site or Off-site QuickBooks Bookkeeping set-up & training • Certified QuickBooks experts committed to providing you with the best possible QuickBooks Bookkeeping & Income Tax Services possible • We use the latest technologies and stay up to date with constant training • Our goal is to get you setup so you can run your business properly and always know where you stand financial.

Serving area: Burbank  CA •  Los Angeles  CA •  San Fernando  CA •  Glendale  CA

Terri Eli, Enrolled Agent
 QuickBooks® ProAdvisor

Offering personalized full service Bookkeeping, QuickBooks, Tax Preparation and Tax Representation for individuals, sole proprietors, partnerships, corporations, estates and trusts, and non-profit organizations. We also prepare tax returns for other states and partial year returns. Taxpayer representation before IRS, Franchise Tax Board and other tax authorities in California. Extensive experience with Offers in Compromise, Installment Agreements, Audits, and Release of Liens and Levies.

Serving area: Burlingame  CA •  San Mateo  CA •  San Jose  CA •  San Francisco  CA

Wendy M. Taylor, Enrolled Agent
Don Martin, CTEC

Serving clients nationwide - we provide complete financial and tax services for small businesses including: • Bookkeeping • Payroll • Accounting Services • Tax Consulting. Our tax services include handling both federal and state tax problems: • Audit Representation • Owed Back Taxes • Levy & Lien Releases. We are licensed to represent you on all matters with the Internal Revenue Service and all State Agencies, enabling us to reach the best resolution for you case.

Serving area: Canyon Lake  CA •  Temecula  CA •  Murrieta  CA •  Riverside  CA

Mark Borden, Enrolled Agent
 

Tax return preparation • Bookkeeping • Payroll services • Representation before the IRS. • Always available • Extensive experiece helping US citizens living internationally (expats) and paying taxes abroad, as well as people who live abroad and hold dual citizenships. • Flat fees and competitive prices • Year round consulting • Former IRS Agent • Enrolled to practice before the IRS • Member: National and California Society of Enrolled Agents. Fluent in French and German.

Serving area: Del Mar  CA •  San Diego  CA •  La Jolla  CA •  Encinitas  CA

Sharlet Gilbert, EA
 

We specialize in churches, preschools and small businesses. Our mission is "to partner with our clients and help them to achieve their greatest aspirations by providing bookkeeping services with honesty and integrity." UC, Berkeley grad. Enrolled Agent. Over 20 years bookkeeping experience. Former computer programmer. Knows QuickBooks, Peachtree, CMS, CDM, Logos CMS, and PowerChurch. New systems & data repair a specialty. Tax prep: Individuals and Church 990-T.

Serving area: El Sobrante  CA •  Richmond  CA •  El Cerrito  CA •  Pinole  CA

Richard Shaw, PhD, EA, CFP, MBA
Dolores Hazelton, CPA

We specialize in Income Tax Planning in the North County of San Diego. Here at Shaw Financial Services, Inc., we will do what it takes to help you reach your financial goals and help you save those needed tax dollars. We have a realistic approach to Income Tax Planning, and it is a year round review of your constantly changing financial and income tax status. Our motto is we work for you not the Government. Complete bookkeeping services also available.

Serving area: Encinitas  CA •  San Diego  CA •  Solona Beach  CA •  Rancho Santa Fe & Carlsbad  CA

Dorit Dimand, EA
 AIPB member

Full-Charge Bookkeeper & Payroll Administrator with more than 10 years’ experience. QuickBooks Pro, QuickBooks Online, Turbo-tax and Experience with PayPal. Industry: Construction, Property Managements, Lawyers, Physicians, Moving Companies, Education Private Company, Travel and Wholesalers. Specialty: QuickBooks Training, A/R, A/P, Payroll, Invoicing, Account Analysis, Reconciliations, Financial Reports, and Business start-up. Free Quote on Payroll and Worker's Comp.

Serving area: Encino  CA •  Beverly Hills  CA •  Santa Monica  CA •  San Fernando Valley  CA

Charlene Qian, MBA, EA
 

With 20 years accounting and tax services experience, I am focusing on small & start-ups businesses' bookkeeping, payroll, financial report, sales tax, accounting system setting up and consultation services at very reasonable rate. I prepare individual and corporate tax returns, Trust return, etc. & tax plans. Services with weekly, monthly, Quarterly basis depending on client's requirement. Supporting QuickBooks online, QuickBooks desktop, Sage50 / Peachtree. I speak both English and Chinese.

Serving area: Fremont  CA •  Milpitas  CA •  San Jose  CA •  East Bay Area & South Bay Area  CA

Stephen Hall, EA, Real Estate Consultant & Tax Advisor
Farshid Khosravi, Certified QuickBooks® ProAdvisor

Full service Tax and Accounting firm - Staff of over 10 tax consultants / tax preparers - specializing in Real Estate Tax, Real Estate Tax-deferred sales, 1031 exchange, Real Estate Asset Protection, Tenant In Common. Also provide Entertainment Accounting, Eldercare services, QuickBooks support, Small Businesses Bookkeeping, Estate Planning and Incorporation services. Experienced with Firefighters, Police, Nurses, and Doctors. Helping clients build their real estate portfolio nationwide.

Serving area: Glendale  CA •  Burbank  CA •  Pasadena  CA •  Eagle Rock  CA

Edward Yousefian, CEA, CSA, CSFP, EA, CPA, CGMA
 Certified QuickBooks® ProAdvisor

Actively engaged in public accounting for 33 years. Providing complete tax services including Individual, Corp / S-Corp., Partnerships and Trusts. Tax Problem Help available including IRS, FTB, EDD, and State Board of Equalization audit representations. Full computerized accounting and bookkeeping services using QuickBooks. In-house Payroll Processing. Tax Consulting and Financial Planning. Specialize in Real Estate & Entertainment Tax Issues – Clients include Actors & Production Professionals.

Serving area: Glendale  CA •  Burbank  CA •  Beverly Hills  CA •  Los Angeles  CA

Carol Conway, MA, EA
 

As a retired Professor of Mathematics, I provide personal attention at reasonable rates! Initial consultation free. • I work with clients both remotely and in person. • Registered Domestic Partner returns • Small business • Rental property, Investments • Multi-state returns • Late and Amended returns. • Representation before the IRS & Franchise Tax Board • Tax Planning • Competitive Fees • Enrolled Agent since 2005 • Member: CSEA and NAEA • 2010 • Fellow of National Tax Practice Institute.

Serving area: Hayward  CA •  Castro Valley  CA •  Fremont  CA •  Oakland  CA

George Meirelles, EA
 Certified QuickBooks® ProAdvisor, Mobile Notary Public

Our specialty is small business tax preparation. We’ll get your accounting records in order and ready for tax season. We’ll also prepare the business owners' individual taxes. Let us be your small business bookkeeping, payroll, and tax solution. Clients include Professional Services, Non-Profits, Retail, Real Estate Management and Start-Ups, Services customized to your SPECIFIC needs. We take pride in our remote services via internet. QuickBooks training and support also available.

Serving area: Hayward  CA •  San Francisco  CA •  San Jose  CA •  Monterey  CA

Sally Freyre, Enrolled Agent
 Advanced Certified QuickBooks® ProAdvisor

We LOVE tax and Accounting so you don't have to!! ARC Financial and Tax Services is an accounting firm located in the Inland Empire of Southern California. Our services include: QuickBooks Help - set up, review, clean up and training • QuickBooks classes and one-on-one QuickBooks training sessions • Bookkeeping Services, your business location or ours • Payroll services or set up and training available • Tax preparation & Planning.

Serving area: Lake Elsinore  CA •  Menifee  CA •  Murrieta  CA •  Canyon Lake  CA

David Heymann, CPA, Enrolled Agent
 Certified QuickBooks® ProAdvisor

Tax preparation for individuals and small businesses, including Corporations, LLCs and Partnerships. I also provide bookkeeping and accounting, startup consulting, and QuickBooks services – everything from setup, troubleshooting, and ongoing bookkeeping to cleanup of your existing books. Specialty tax services include back tax filings, amended returns, IRS tax problem resolution & same-sex /registered domestic partners tax filing. (Thankfully, the last will quickly present less and less issues.)

Serving area: Los Angeles  CA •  West Hollywood  CA •  Hollywood  CA •  Beverly Hills  CA

Philip Levine EA, MBA, NTPI Fellow
Susan Ng

We're a Los Gatos CA based corporation offering professional services to small & medium sized businesses & professionals that include: Accounting & Bookkeeping • Tax Preparation & Planning • Audit & Collections Representation to the IRS & CA FTB - NTPI Fellow • Interim CFO and Controller Services • Payroll. Our experience has ranged from international high technology corps to restaurants & medical partnerships. Interim CFO Services have included staff, audit management & option accounting.

Serving area: Los Gatos  CA •  Cupertino  CA •  San Jose  CA •  Sunnyvale  CA

Suzanne Whitney, EA
 

Since 1981 we have been doing Income Tax and Tax Planning for individuals and small to medium-sized businesses. Bookkeeping, Financial Reporting, Analysis, Payroll, Sales Taxes and QuickBooks set-up, training and support available. Enrolled Agents licensed to provide IRS Representation. Prior Year Returns: "any form - any year - any state" Please call for a free consultation.

Serving area: Milpitas  CA •  San Jose  CA •  Santa Clara  CA •  Fremont  CA

Jack Monarch, CPA, EA
 

Tax Representation & Preparation in Orange County. I am the TAX DOCTOR!! Will solve your IRS and/or California Franchise Tax problems. Enrolled Agent and Former IRS Agent for over 30 years. I arrange Offers in Compromises, Installment Arrangements, Penalty Abatements and obtain Levy Releases. Also prepare prior years Federal & State income tax returns. Please contact me for a FREE initial consultation.

Serving area: Orange  CA •  Irvine  CA •  Newport Beach  CA •  Anaheim  CA

Deborah Marion, Tax CPA, EA, Certified QuickBooks® ProAdvisor
Joe Losch, BSC, MBA

Complete Tax Preparation Services. Expert CPA-prepared tax returns (federal and all states), tax planning, tax problem resolution by CPA. I'm licensed to represent taxpayers in all states. • A+ rating by Better Business Bureau • Serving individuals, LLCs, corporations, partnerships, nonprofits, startups, and expatriate tax returns • I'm happy to come to you, and can work from your location or ours •

Serving area: Palo Alto  CA •  Los Altos  CA •  Mountain View  CA •  Santa Clara  CA

Leslie Randall, Enrolled Agent
 

International Taxation Specialist – I deal with Expats and Tax Returns for Citizens working / living abroad • Offering personalized, on-site services to a wide range of clientele • Business Startup Services • QuickBooks Setup & Training • Specialized Bookkeeping Services for International Operations • Trust & Estates • Farms & Ranches • Financial Analysis • Budget & Cash Flow Analysis • Income Tax Preparation & Planning • Tax Representation • Sales Tax & Business Property Tax •

Serving area: Palo Alto  CA •  Mountain View  CA •  Menlo Park  CA •  Redwood City  CA

Jack Harrington, MBA, EA
 Certified QuickBooks® ProAdvisor

We offer bookkeeping and part-time CFO services for small businesses, startup companies and nonprofits. Monthly financial reporting package, budgeting & forecasting, business plan creation and fund raising assistance. Experience with a variety of accounting packages, including QuickBooks. Services also include tax preparation, IRS Representation and consultation for small businesses and individuals.

Serving area: Pleasanton  CA •  Dublin  CA •  San Ramon  CA •  Hayward  CA

Alice Matano, Enrolled Agent, Licensed Tax Preparer
 Enrolled To Practice Before IRS

Specialties: Full service Tax Preparation for Individuals and Business, Tax Planning and Projection, Electronic Filing, Accounting and Bookkeeping, Financial Statement Preparation, Payroll and Accounts Payable, IRS, State, and Workers Compensation representation. Software: QuickBooks support, including conversion, implementation and maintenance, Creative Solutions, and Ultra Tax. Industries: Manufacturing, Retailing, Service, Construction, Clergy, and Non Profit.

Serving area: Rancho Cucamonga  CA •  Ontario  CA •  Upland  CA •  Fontana  CA

Cindy Szerlip, EA, CFP®
 QuickBooks® ProAdvisor, NTPI Fellow

Practicing in Redondo Beach since 1990, we are a full service tax, bookkeeping and business management office. We provide all services from individual and small business tax preparation and audit representation (IRS & State), to bookkeeping and payroll services for businesses. We can be your company's virtual accounting department, paying your bills, invoicing your customers, and keeping your business in compliance while you do what you do best. Non-profits welcome!

Serving area: Redondo Beach  CA •  Torrance  CA •  Gardena  CA •  South Bay  CA

David Kasperik, CPA, CGMA
Randy Roth, EA

For nearly 30 years we have been providing a full range of business services to small and micro businesses, including accounting, payroll, business and personal tax preparation and compliance for corporations and LLCs. Our staff of CPAs and Enrolled Agents can handle IRS audits, appeals and collection issues. We are Certified QuickBooks ProAdvisors. Take advantage of our no-cost initial consultation.

Serving area: Sacramento  CA •  Carmichael  CA •  Rancho Cordova  CA •  Roseville  CA

Ken Daniel Sr. Enrolled Agent
Ken Daniel Jr. CTEC Certified Preparer

K.B. Daniel & Company is a full service Tax and Bookkeeping Company. We specialize in tax and filing problem resolution. The company is run by a former Treasury Dept. Field Agent, and can represent your company before the IRS and other government taxing authorities. There is no hourly billing. All work is performed on a flat fee, or per job basis, and payment terms are negotiable.

Serving area: Sacramento  CA •  San Jose  CA •  San Francisco  CA •  Oakland  CA

Steven Leibold, EA
 Certified QuickBooks® ProAdvisor

We specialize in providing business accounting & tax solutions. We offer a variety of services that benefit businesses in their strategic and tax planning, including QuickBooks bookkeeping set-up, support & training. Licensed to provide IRS Representation. Member: National Society of Accountants, California Society of Enrolled Agents, and the National Association of Enrolled Agents.

Serving area: San Diego  CA •  La Jolla  CA •  Rancho Bernardo  CA •  Poway  CA

Emmanuel A. Santos Esq., CPA, EA, MST, PFS, Realtor
 

Emmanuel A. Santos is an attorney-at-law, CPA & Enrolled Agent providing comprehensive solutions in the areas of law, tax, accounting, bookkeeping, payroll, estate planning, real estate, and financial planning needs to clients in the San Francisco Bay Area and beyond. We also support QuickBooks and can serve as your outsourced CFO. Our goal is to help our clients promote financial health and pursue financial independence by serving as their legal, tax, financial, and realty solutions partner.

Serving area: San Francisco  CA •  Daly City  CA •  San Bruno  CA •  South San Francisco  CA

Franklin Ruedel, EA
 Certified QuickBooks® ProAdvisor

Enrolled Agent - 30 plus years experience - providing complete Tax Preparation, including e-file and multi-state returns, for Individuals & Businesses. Specializing in Decedents Final Tax Preparation, Estates, Fiduciary, and Court & Trust Accounting for Attorneys, Beneficiaries and Trustees. Bookkeeping, QuickBooks and Notary Service. IRS and State Representation. Serving Los Angeles & San Gabriel Valley.

Serving area: San Gabriel  CA •  Pasadena  CA •  Arcadia  CA •  Orange County  CA

Khorshed Alam, MBA, MA (Econ.), CPA, CVA, ATA, ABA, EA
Shermin Alam, MBA, RTRP

With a focus on high net-worth clients, we provide Complete Financial Solutions – Accounting, Bookkeeping, Payroll & Tax, including International Taxation. Business Consulting - both Start-up & Established Companies. Enrolled Agent providing Tax and IRS Problem Resolution, amended and out-of-state returns. Financial & Investment Planning, Stock Options and Valuations – Certified Valuation Analyst. Member: National Association of Certified Valuation Analysts

Serving area: San Jose  CA •  Santa Clara County  CA •  San Francisco  CA •  San Francisco Bay Area 

Lisa Gonzalez, Enrolled Agent
 

Controller-on-Call offering: • Tax Preparation, Planning and Representation (All States) • Bookkeeping and Payroll Services • Certified On-line QuickBooks Advisor • Notary Public Services • Peace of Mind for 17 years on California’s Central Coast • Specializing in Small Businesses, Individuals and Non-Profits.

Serving area: San Luis Obispo  CA •  Morro Bay  CA •  Five Cities  CA •  throughout San Luis Obispo County 

Pierre Dion, Accountant, Certified Tax Preparer
Renee Loignon-Dion, Accountant, Certified Tax Preparer, Enrolled Agent

Services: Accounting, Bookkeeping, Income Tax Preparation for Business and Personal, Payroll Services, Tax Problem Resolution, Sales Tax, Payroll Tax, Incorporation and LLC set-up Software: QuickBooks, Peachtree, Sage Products, Simply Accounting, Great Plains. Industry: Advertising, Construction, Health Care, Retail, Restaurants, Non-profits, Manufacturing, Distribution. Specialty: IRS Representation, Accounting, Bookkeeping, Tax Planning, and Business start-up.

Serving area: San Marcos  CA •  San Diego  CA •  Vista  CA •  Escondido  CA

Christina Carter, EA, ATA
 Enrolled Agent, Accredited Tax Advisor

Year-round personalized Income Tax Return Preparation, Planning, Consulting & Representation services for all situations - Personal, Business, Self-Employed, Partnership, Corporation, Out-of-State, Prior Years, Amended, Non-Filer, Independent Contractor, Home-Based Business. Also now offering Affordable Care Act (Obamacare) tax filing. Bookkeeping and accounting services for small businesses.

Serving area: San Mateo  CA •  Foster City  CA •  Burlingame  CA •  Millbrae  CA

Deborah Marion, TAX CPA, EA, and Audit Representation
Joe Losch, BSC, MBA

EXPERT TAX Preparer, TAX CPA with 20 yrs experience. Tax Return preparation (Federal and all states), Tax Planning, IRS Representation & Tax Problem Resolution - Fed and States. As both a TAX CPA and Enrolled Agent, I'm licensed to represent taxpayers in all states. Also, I'm a QuickBooks ProAdvisor. QuickBooks setup, support & training, bookkeeping consulting. • Serving individuals, sole proprietors, LLC's, corporations, partnerships, nonprofits & start-ups • Convenient meeting office location

Serving area: San Mateo  CA •  Palo Alto  CA •  Peninsula  •  Coastside 

Dennis Cozen, EA, Certified QuickBooks® ProAdvisor
Patricia Villanueva, Office Manager/Bookkeeper

We’ll help you stay on top of your business’s finances, make sure your bookkeeping is up-to-date and balanced, and that you are in compliance with all tax regulations. Any Industry type welcome, including Advertising, Construction, Clergy, Health Care, Retail, Restaurants and Non-profits. Our Accounting services can be provided on-site or remotely. We also provide QuickBooks support, Payroll, Auditing Services, IRS Representation, Financial Planning and Business Startup Services.

Serving area: Santa Monica  CA •  Los Angeles  CA •  Malibu  CA •  Venice  CA

Jana Denegri, CPA, EA
 Certified QuickBooks® ProAdvisor

New Business Start-Ups, QuickBooks Training and Support, Payroll, Sales Tax, Accounting, Bookkeeping, Church Accounting, Trust Accounting, Tax Preparation, IRS Audit Representation, IRS Collections, Corporations, Partnerships, LLCs, Nonprofits, Estates, Trusts, Prior Year Returns, Save Money With Virtual and Outsourced Accounting and Bookkeeping, Virtual Controller. Member: CA Society Enrolled Agents; CA Society CPAs. Tax Services You Can Trust, Accounting Solutions You Can Use, Since 1986

Serving area: Santa Rosa  CA •  San Rafael  CA •  Petaluma  CA •  Windsor  CA

Bruce Miller, Enrolled Agent
JoDee Omer, Certified QuickBooks® ProAdvisor

Complete Tax services including Individual, Corp/S-Corp., Partnerships, Trusts. Audit/Appeals/Collections representation or Offer-in-Compromise. We specialize in Entertainment – Film / TV / Music industries including post production and recording studios. Accounting & bookkeeping services using QuickBooks. Payroll services for 1-50 employees with personal service. Sales Tax, Banking, Work Comp. & all compliance issues. Serving the San Fernando Valley and Greater Los Angeles.

Serving area: Sherman Oaks  CA •  Van Nuys  CA •  Encino  CA •  Burbank  CA

Enoc Garcia
 Enrolled Agent, Certified Bookkeeper

We specialize in online bookkeeping services for small and medium-sized businesses. We go beyond basic number-crunching by providing support, managing your daily bookkeeping and providing transparency about your business - all intended to help you make smart investment decisions. Managed by Certified Bookkeepers, EAs and CPAs, we offer: • One Affordable Monthly Rate • CFO Advisory services • 24/7 secure access to your Accounting System • Accurate & Timely Management & Financial Reports.

Serving area: Sherman Oaks  CA •  Los Angeles  CA •  Glendale  CA •  Thousand Oaks  CA

Harold Newman, EA, CTRS, ABA, ATA, ATP
Sheryl Geer, OM

Full Service Accounting & Tax Firm serving both individuals and businesses. Full charge Bookkeeping, Payroll processing, and customized QuickBooks installation & training. As QuickBooks ProAdvisors, we work with any version of QuickBooks. As an Enrolled Agent and Certified Tax Resolution Specialist, I specialize in tax issues and file OICs and Installments and can represent before the IRS for almost any issue. Income Tax Prep available for Individuals, Corporations, Partnerships, and LLCs.

Serving area: Temecula  CA •  Murrieta  CA •  Hemet  CA •  Vista  CA

Vanessa L. Brown, Enrolled Agent, Certified Bookkeeper (AIPB)
 Certified QuickBooks® ProAdvisor

My personalized services are designed for businesses and busy owners that don't have the time or expertise. I offer a full complement of services including monthly bookkeeping, QuickBooks clean up, financial reports, account reconciliation, and complete tax services - tax planning, year-end tax preparation, even IRS problem resolution. My clients are from a wide variety of industries and professions. Contact me for a free initial consultation.

Serving area: Templeton  CA •  Paso Robles  CA •  Atascadero  CA •  San Luis Obispo  CA

Marilyn Ratliff, EA
John Lodwick, CFP®

Bookkeeping full service including payroll and bill paying • Tax Preparation - Individual, Corporation, Partnerships, Estates & Trusts, Gift tax returns and prior year returns • Enrolled Agent providing IRS & State tax problem resolution including installment agreements, offers in compromise and audit rep • Certified Financial Planning - Retirement & Estate Planning and Life Insurance • Software supported includes QuickBooks Pro and many others for all businesses • In business since 1981

Serving area: Tustin  CA •  Newport Beach  CA •  Santa Ana  CA •  Irvine  CA

Catherine M. Patel, MBA
 Enrolled Agent • Notary Public

Do you procrastinate keeping records for your business? Do you know what documents IRS expects a business owner to retain? Are you maximizing your business deductions and paying the lowest taxes legally possible? We have been providing year-round QuickBooks bookkeeping, Tax Preparation, Tax Resolution, and Start-up Services for Sole Proprietors, LLCs, S-Corps, C-Corps, Estates & Trusts for over 27 years. As a real estate broker, I specialize in assisting Realtors® with their tax matters.

Serving area: Tustin  CA •  Irvine  CA •  Santa Ana  CA •  El Segundo  CA

Teri L. Johnson, Enrolled Agent, NTPI Fellow
 Certified QuickBooks® ProAdvisor

If you’re having issues with your monthly bookkeeping, preparing your financial statements, or can’t get QuickBooks working correctly, call us. We can handle it all, from your payroll needs to banking and check writing. No reason to hire additional staff when we can do your monthly bookkeeping at a fraction of the cost of a full-time employee. We also provide complete QuickBooks support, tax preparation and notary services.

Serving area: Vacaville  CA •  Sacramento  CA •  Davis  CA •  Napa  CA

Marcelle Zanarini, Enrolled Agent
 Business Management and Full Charge Bookkeeping

We provide Accounting, Full-Charge Bookkeeping & Business Management services for Individuals, C- Corp/S-Corp, LLC(s); partnerships for Music, TV/Film Industry as well as Real Estate clients & small business owners. Accounting & Bookkeeping services using both QuickBooks & Online QuickBooks. Services include payroll + tax returns, 1099s, banking, payables, banking, local tax filings & cash flow reports. We handle IRS/FTB payment plans & help resolve tax issues. All services at low hourly rates.

Serving area: Woodland Hills  CA •  Encino  CA •  Sherman Oaks  CA •  Calabasas  CA

Owen Arnoff
 Enrolled Agent, NTPI Fellow

I have been assisting individuals and small business owners with their financial needs for more than 30 years. As an Enrolled Agent, I am licensed by the Department of the Treasury to prepare and advise on tax matters, including preparation, audits (examinations), appeals and collections. A solo practitioner, I provide superior, personalized service for a small and select group of clients; I’d like you to be one of them. Call me today.

Serving area: Yuba City  CA •  Marysville  CA •  Oroville  CA •  Grass Valley  CA