Our team has a well-deserved reputation of excellence in providing smart, sensible, and cost-effective tax and business solutions for our clients. We have worked for other companies and wanted to do something different. We wanted to shift our focus from selling products to preparing taxes accurately while helping our clients plan their tax lives. We serve a wide range of clientele, and every client relationship is valued greatly and treated with dignity and respect. Each engagement benefits from the depth and breadth of our expertise.
Provide an enjoyable world-class experience while maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Ultimately assuring you that you pay only the minimum tax you are legally obligated to.
With a family of five, my life is naturally full. Full of kids’ schoolwork, sports, camping, home upkeep, and teaching life lessons. Outside of the family-oriented life, we come to the career side. I have been the controller or chief financial officer for utility contractors, service providers, and a not-for-profit over the past twenty years. While performing these duties I have been preparing tax returns. I enjoy helping people and it is so much sweeter when you like the work. I am an Enrolled Agent and a Notary Public and I have been practicing locally for over twenty-five years.
I was raised as a military brat and moved to Vacaville over 30 years ago when my husband got stationed at Travis AFB. We fell in love with Vacaville, both the people and the area, and decided to stay after he left active duty. I’ve been a people AND numbers gal for as far back as I can remember. I started my career in the Healthcare industry working within the financial arena. While most of my experience was working for a few of the major northern California healthcare companies, I also did work in the construction field. I’ve always helped family members and personal friends with filing their taxes so when I felt the need to make a career change years ago, doing tax preparation seemed like a natural migration. After working for one of the major tax preparation companies for many years, I decided to venture out and start a tax business with two outstanding individuals. I’m currently working towards being an Enrolled Agent with the IRS.
After graduating from UC Davis with a Bachelors in Economics I knew my career would revolve around finance. From mathematics to the social aspects of economics I was fascinated with how policies impact our daily life. I have since then completed my Master’s of Science in Taxation and love learning about ever-changing tax regulations. I am the Director of Tax, Compliance and Controls managing full-time staff and tax regulations at a local UC. While performing these duties I have been preparing tax returns, while advising families who have children pursuing higher education on the potential true cost and the process. I enjoy helping people while trying my best to make them enjoy their tax preparation experience. I wouldn’t enjoy doing this if it was not for the people I meet along the way. I have taught income tax preparation courses and I have been practicing locally for over twelve years. When I am not working, I love to travel so I would love to hear about any of your adventures or recommendations when you come in for your appointment.