Our promise is a professionally prepared tax return at a very competitive rate.

Providing Professional Tax Preparation Services

Our focus is serving the residents of Lake Tahoe who want to file their returns and pay what is due but not a penny more.

Our Credentials

Internal Revenue Service

  • PTIN P00550942 -  Anyone who prepares or assists in preparing federal tax returns for  compensation must have a valid 2019 PTIN before preparing returns.
  •  AFSP Record of Completion  -  Annual Filing Season Program participants will have limited  representation rights, meaning they can represent clients whose returns  they prepared and signed, but only before revenue agents, customer  service representatives, and similar IRS employees, including the  Taxpayer Advocate Service. 

Franchise Tax Board, California

  • CTEC ID #A155913 -  Individuals who prepare federal or state tax returns in California, or  assist in the preparation, must comply with the California Business and  Professions Code, Section 22250-22259 by completing the required  education, maintaining a $5,000 tax preparer bond, and registering with  the California Tax Education Council (CTEC). 

Education, Miscellaneous

  • CW Post Center, LIU -  BSBA - Magna Cum Laude
  • Hofstra University - MBA, Finance Banking and Investments
  • CPA, CO & NY - no longer in practice
  • Professor, Folsom Lake College (retired)
  • AARP/ VITA Income Tax Preparer