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725 Farmers Lane, #4, Santa Rosa, CA 95405
Individual Taxes

As an Enrolled Agent, I provide a wide variety of individual tax preparation services at a great value to my clients. You can count on me to make sure your tax preparation is done in the best way possible and that you are getting the maximum refund and tax advantages. 

I take a proactive approach to let you know of the things you can do to increase your tax savings on your present return as well as future returns. Achieving your personal financial goals and knowing how to manage your personal taxes is a crucial part of making that happen. 

Dedicated to my clients’ success, I aim to provide the highest quality service to each and every one of my clients. You can count on me to help you file your income taxes. 

My tax services include: 

  • Electronic tax filing 
  • Strategic tax planning 
  • IRS and FTB problem resolution 
  • Estates, trusts and gift taxes 
  • Corporate taxes 
  • Partnerships 
  • Sole Proprietorships 

To learn more about how I can assist you with your taxes, CONTACT ME or call me at (707) 537-7816.


Thank you, Barbara L. Mix, for another wonderful tax prep experience! You are the BEST EVER and my savings account thanks you even more! —Maci Church Jerry    Read more