Put our experience to work for you!

Our goal is to provide excellent service to each person whether they need taxes completed, immigration forms filed, payroll taxes submitted or a notary signature. You can count on us to do our very best. 

Not just tax preparers . . . We are tax partners.

We are not just here to generate the tax forms, we are here to answer your questions and educate you on the upcoming changes to the tax laws so that you can make tax wise decisions all year long. 

Meet Our Team

Patti SaldanaEnrolled Agent

Patricia manages the office, prepares income tax forms, performs tax audits, handles bookkeeping and immigration consulting appointments. Patti has more than 27 years of tax preparation experience; 15 of those years as an Enrolled Agent.

More about Patti

Sara FallTax Associate

Sara assists in preparation of income tax forms, immigration forms and bookkeeping. She also assists the front desk in setting appointments and transactions. Sara is bilingual. 

Marcos SaldanaTax Associate

Marcos provides excellent customer service preparing tax returns and assisting with immigration forms. He is bilingual, speaking both English and Spanish fluently. 

Our Services

Our tax professionals employed in our offices average more than 10 years of tax preparation experience.

Our Enrolled Agent has been enrolled to practice for more than 16 years, with an extensive knowledge of tax law and auditing.

Working in the tax business, many small businesses often request bookkeeping services.

Good news! We are accepting new bookkeeping clients.

We have a Commissioned Notary Public available by appointment to meet your needs.

Receiving a letter from the IRS can be a very stressful. Relax and allow our experienced Enrolled Agent handle all communications with taxing agencies.

Get in front of the tax! No one likes to be surprised by their tax bill on April 15th, we can assist you in tax planning to keep you ahead of the game.

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