Complicated taxes are our specialty. Whether you have multi-state income, stock based compensation, rental property, back taxes, needing tax resolution with the IRS, we are here to help.

Alan Liang - Enrolled Agen t

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 no longer accepting new clients due to his growing client base. Alan enjoys traveling, reading books and working out.

Jared La Blue - Enrolled Agent

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 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. Jean’s main focus is on business tax return filings, 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.

Kevin Leitner - Enrolled Agent

Kevin graduated Cal State East Bay with an accounting degree and has been working with a private accounting firm where he prepared taxes and provided year-round tax consultation and planning for his clients. He also has extensive experience with small business bookkeeping. He enjoys using his acquired knowledge to better educate his clients with the intricate details of their tax situation. When he is not working, you will likely find him training for his next trail run or watching one of his favorite Bay Area sports teams.

Tyler Bui - Enrolled Agent

Tyler graduated from UCLA with a Bachelor’s degree in Business/Economics. With a wealth of experience since becoming an Enrolled Agent in 2009, Tyler specializes in individual tax preparation and planning. His key expertise lies in helping his clients to navigate the intricacies of equity compensation within the technology sector, as well as matters related to self-employment, rentals, and multi-state reporting. Tyler is a travel enthusiast who loves exploring different cities and countries outside of the tax season. He is also a proud parent to Max, a Pomchi he adopted in 2017.

What is an enrolled agent?

Office Address: 80 Eureka Drive, Ste 216, Pacifica, CA 94044