Results
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Relief
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Staff Profiles
Annette Morgas
Enrolled Agent and IRS ITIN Certificated Acceptance Agent
Thirty-five years’ experience with business management and accounting, including bookkeeping and payroll, with an emphasis in the construction field. Experienced in the following arena’s home builders (GB98) roofers, electrical, framing, concrete, plumbing, stucco. Experience with attorneys, food service, home health care, beauty and barber industry, children day care service. Home health industry as well as non-profit organizations. Six years’ experience with a major tax preparation company preparing tax return’s managing the office, tax training, tax instructor and tax advisor. Tax resolution and audit experience with IRS and Taxation and Revenue. Started my practice in 2012.
Martin Tafoya
I have been preparing taxes since 1994. My experience includes individual, business, farm, several states returns and 1120 S Corp tax returns. I enjoy learning and expanding my knowledge of tax theory and tax law every year. I continue to improve this knowledge by continuing my education with classes offered thru the I R S and other resources available to all tax professional’s.
I have many returning tax clients year after year and would gladly welcome all to come by and meet with me. I do ask a lot of questions and expect my clients to have many question for me. One can only do a great job for ones’ clients if we become informed, build a respect, and trust one another. Remember you as a client are not committed to have me do your tax returns, but I will do my best to earn your confidence. I look forward to meeting you.
KNOWLEDGE IS POWER!
Sally Vasquez
Over 13 years of training and experience with personal and small business income tax preparation. Experienced with construction company accounting experience. Payroll preparation, and reporting.
Yvonne Ramirez
15 Years experience in customers service in the construction field. 10 years’ experience in accounting with home health care and construction industries.