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E-NEWSLETTER
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MEET OUR STAFF
Administrator: Lluvia Mendez bob@taxmam.com Bob understands retirees, and mobile individuals. He works from a remote office and all contacts are by mail, e-mail and telephone. Charlene Dickey, CPA Charlene@taxmam.com Charlene works with entities - partnerships, LLCs, C Corporations, S-Corporations. She can help you understand your bookkeeping system and the need for it! Jill Mendenhall, EA jillm@taxmam.com Jills' enthusiastic manner, bookkeeping skills and detail orientation make her a good candidate for your small business issues. Claudia also relies on her for her for follow-up with her client needs. Jonathan Hill, EA jonathan@taxmam.com Got a letter from IRS or FTB? Jonathan will work with your tax controversy problems. Haven't filed for a few years? Talk to Jonathan! Jonathan was honored March 22 with an “Outstanding Volunteer in Public Service Certificate” presented by The Bar Association of San Francisco’s Volunteer Legal Services Program. Jon’s work with low income taxpayers that come to the program seeking assistance with IRS examination or collection issues, and with the Tax Court Calendar Call program for low-income pro se taxpayers was acknowledged. Jonathan also volunteers with the San Jose office of IRS outreach programs and clinics to assist small business taxpayers. Ken Rewinkel, EA Ken@taxmam.com Ken's expertise in estates, trusts, stock options, security trades, alternative minimum tax, and real estate transactions may be just what you're looking for. Marilyn MacNab, EA macnab@taxmam.com Marilyn is an Enrolled Agent with patience and persistence. Her experience includes preparing individual and trust returns as well as assisting clients with international income tax issues. Read the article »
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