We are enrolled agents. Enrolled agents are required to demonstrate to the IRS competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike Attorneys and CPA’s who may or may not choose to specialize in taxes all Enrolled Agents specialize in taxation.
Connie Mallett has a Bachelors Degree in Accounting from San Diego State University and a Masters Degree in Business Administration. She enjoys helping business owners with tax planning strategies. She worked in corporate accounting at Rohr Industries and General Dynamics prior to purchasing this business in 1990.
Jona Barnes has a Bachelors Degree in Accounting from San Diego State University and also has been a partner for 20 years. Her Policy is to focus on her clients. She has represented clients that are going public and issuing stock, working with auditors and preparing SEC reports.
Both partners specialize in Individual and Business tax preparation, financial statements and Accounting. Connie also specializes in trust preparation, accounting, and tax issues. The income tax practice focuses not only on tax preparation but tax planning, tax court representation, IRS representation, offers and compromise, filing back taxes and implementing tax savings strategies. Business support services include bookkeeping, QuickBooks, State and Federal filings and payroll.