We are committed to providing you with the best tax preparation services possible. We use the latest technologies including top of the line tax software and can use e-file to get your tax refunds processed quickly and easily.
After 28 years of working in High-Tech as an engineer designing computer chips, I decided to use my affinity with numbers and attention to details, personality traits that had served me well in Silicon Valley, to start a new career providing tax preparation services to my local community. Upon my successful completion of California’s Tax Education Council (CTEC) requirements, I began work for the local Liberty Tax branch before opening up my own tax preparation practice. Since then, I the met the requirements for the IRS’s designation of Registered Tax Return Preparer (RTRP) and then obtained my enrollment status with the IRS as an Enrolled Agent (EA). I am dedicated to helping clients make intelligent financial decisions to ethically minimize their tax liability while at the same time ensuring that their federal and state income tax compliance requirements are met.I earned a Bachelor’s degree from the University of California at Berkeley. I continued my academic pursuits by earning a Master’s degree from Santa Clara University. I believe that continuing education is a cornerstone to any long-term successful business. As an Enrolled Agent, I keep up to date with new tax laws by taking 24 hrs. of continuing education classes every year.
As a member of the National Association of Tax Professionals, I firmly believe in, and practice, the Code of Ethics and Standards of Professional Conduct that puts my client’s interests in the forefront. I treat every client with respect and integrity.
In addition to tax preparation services, I provide independent bookkeeping services and QuickBooks consulting.
When I am not working for my clients, I enjoy spending time with my two boys, James and Daniel, and researching our family history.
Licenses & Certifications
- Enrolled Agent
- QuickBooks ProAdvisor
- Member, California Society of Enrolled Agents
- Member, East Bay Association of Enrolled Agents
- Member, American Institute of Public Bookkeepers
Priority Tax & Bookkeeping
948 Coronado Way
Livermore, CA 94550