Enrolled Agent Tax & Financial Solutions Tailored to Your Needs

We are a women-owned, federally licensed Enrolled Agent tax firm with over 35 years of experience providing expert tax and financial solutions. Based in San Marcos, California, we proudly serve individuals, businesses, and nonprofits across the U.S. and internationally.  

Our team specializes in personalized tax preparation, strategic tax planning, bookkeeping, and IRS representation, helping clients navigate even the most complex tax challenges. Whether you're facing an audit, struggling with tax debt, or need reliable financial management, we provide customized solutions to keep you compliant and financially secure.  

In addition to our enrolled agent core services, we offer specialized support for estate and trust taxes, international tax compliance, and small business consulting—giving you peace of mind and a clear financial path forward. Our goal is to simplify the tax process, protect your interests, and help you make informed financial decisions with confidence.  

We’re more than just enrolled agent tax professionals—we’re your trusted financial partners, committed to accuracy, compliance, and exceptional customer care. Contact us today and experience the difference of working with a dedicated Enrolled Agent who puts your success first.

Attention New Clients:  If you are a new client looking to get in touch with us, please call our office instead of sending an email. We can no longer open unrecognized emails for cyber security reasons. Calling ensures that we can assist you promptly. Thank you for your understanding!