Alana Maxwell Email & Phone Number

Mrs. Maxwell serves clients in various industries, including construction, real estate, agriculture, engineering, software, hospitality, and professional services. She has experience in the following areas: corporate, individual and partnership income tax planning and compliance, federal, multi-state and international tax research, communication with the IRS and state taxing authorities, private letter ruling requests, corporate reorganizations, and choice of entity considerations. Mrs. Maxwell graduated summa cum laude with a Bachelor of Science in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo. She has a graduate degree from Golden Gate University’s Masters in Taxation program. Other academic honors earned and memberships held by Mrs. Maxwell include the Delta Sigma Pi Scholarship Key, California Society of Certified Public Accountants Certificate of Achievement, Golden Key National Honor Society and Beta Gamma Sigma.Mrs. Maxwell is a member of the California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA).In addition to her work in public accounting, Mrs. Maxwell is the treasurer for the Scaife Scholarship Alumni Association. The Alumni Association, developed as an off-shoot of the Northern California Scholarship Foundation (NCSF), sponsors and oversees scholarship funds for fifth-year undergraduate and graduate study. Mrs. Maxwell stays active as a Cal Poly alumnus by recruiting on campus and holding open office hours at the SLO HotHouse.Specialties: Individual and entity tax return preparation, planning and consulting.

Listed skills include Tax, Accounting, Income Tax, Corporate Tax, and 4 others.

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  Partner - Caliber Accounting & Tax, Llp

  Caliber Accounting Group

  Jul 2010 - Present