Cathy Patel Email & Phone Number

With 18 years of tax preparation experience, Tax Matters core competencies are tax planning and tax forecasting. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.We are open year round and available by telephone or email to answer your questions. Articles are posted on my website as new tax information becomes available under the "Newsletter" and "Additional Pages" sections. Ever wonder what an Enrolled Agent is? Want to know what to bring your tax professional at tax time? Is your estate in order? Check out the articles on Tax Matters website. Tax deductions for specific industries are also available in the "Additional Pages" section.Associates of Tax Matters have decades of experience in accounting, tax preparation, and tax planning for individuals, small businesses, LLCs, partnerships, sub s corporations, trusts, corporations, out of state returns, international returns, and audit representation.Tax Matters offers free electronic filing of Federal and state income tax returns and free Direct Deposit. Small business start-up consulting and accounting services are also available. As an Enrolled Agent with IRS, I am authorized to provide tax audit representation.Specialties: IRS grants the Enrolled Agent designation to persons who have passed a complete background check and passed the Special Enrollment Examination administered by the U.S. Treasury Department. Continuing Professional Education courses are required yearly. I also holds a Real Estate Brokers license issued by the California Department of Real Estate.

• Owner/Broker/Enrolled Agent

  Tax Matters

  Feb 2002 - Present

  Preparation of individual, small business, partnership, corporation, trust, and international tax returns.Tax consulting and tax forecasting.Small business start-up consulting.Tax Seminars for Real Estate Agents with continuing professional education credits for renewal of real estate licenses.