Complicated taxes are our specialty. Whether you have multi-state income, foreign income, rental property, back taxes, or small businesses, we are here to help.
Alan Liang - Enrolled Agent
Alan Liang was born and raised in the San Francisco Bay Area and has been serving his tax clients since 2008. His goal is to provide clients with a personalized top-notch service and find all the appropriate deductions that are often overlooked. As an Enrolled Agent, he has the expertise and credentials to represent clients before the Internal Revenue Service in the event of an audit. In addition, Alan avidly attends tax workshops and seminars to stay current with new tax laws. Alan is currently pursuing his Masters in Taxation at Golden Gate University to further enhance his knowledge and to keep up with the ever-changing tax laws. Alan enjoys traveling, reading books and working out.
Charlie McGlynn - Enrolled Agent
Charlie has over 5 years experience in Financial Planning and Analysis for a Fortune 500 company. He realized his interests in taxation after he began volunteering as an IRS Certified VITA Preparer for low income individuals and families. Charlie is currently pursuing his Masters in Taxation at Golden Gate University. When he is not knee deep in the tax code, he is probably out hiking or rock climbing. He has been known to study tax while on the trail, so you may find him doing both.
Jared La Blue - CRTP, Tax Consultant
Jared is from Santa Rosa and he graduated from San Francisco State University with a Bachelor's degree in Finance. He got his taxation interest after working at a private firm in San Mateo specializing in individual and small business tax returns. Jared hopes to use his taxation knowledge to help pursue his aspirations in Financial Planning to better serve his clients. When he’s not preparing taxes, he’s probably watching the Warriors or Giants – or teeing off at the golf course.
Jean Walterick - CRTP, Business Tax Specialist
Jean attended Cal State Hayward (now Cal State East Bay) and has been working with various CPA firms in the Bay Area for more than 30 years. She does both individual and business tax returns, and spends time assisting our bookkeeping clients all year-round. If you need help getting your business up and running, your books setup or a conversation regarding accounting software, Jean is our office go-to! Jean resides in Daly City and is "owned" by 2 large Maine Coon cats.
Tyler Bui - Enrolled Agent
Tyler is a native of California and splits his time between San Francisco and Los Angeles. He got his start in taxes working at a private firm in Beverly Hills that specialized in assisting clients to resolve their tax debts with the State and IRS. Since becoming an Enrolled Agent, he has shifted his main focus to tax planning and preparation for the past 8 years. With his schedule, he will primarily be available to work remotely to serve clients throughout the States.
Office Address: 91 Westborough Blvd, Ste 2030, South San Francisco, CA 94080