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

Born and raised in the San Francisco Bay Area, Alan Liang has been serving his tax clients since 2008. As an Enrolled Agent, Alan provides top-notch, personalized service and ensures clients maximize their deductions. He regularly attends tax workshops and seminars to stay updated on new tax laws. Alan is no longer accepting new clients due to his growing client base. In his free time, Alan enjoys traveling, reading, and working out.

Jared La Blue - Enrolled Agent

Jared hails from Santa Rosa and holds a Bachelor's degree in Finance from San Francisco State University. His passion for taxation began while working at a private firm in San Mateo, specializing in individual tax returns. Jared aims to leverage his taxation knowledge to advance his career in Financial Planning, enhancing the service he provides to clients. When he's not preparing taxes, you'll likely find him watching the Warriors or Giants, or on the golf course. Please note that Jared is no longer accepting new clients, except through referrals from current clients.

Jean Walterick - CRTP, Business Tax Specialist

Jean attended Cal State Hayward (now Cal State East Bay) and has gained extensive experience working with various CPA firms in the Bay Area. Jean specializes in business tax return filings and provides year-round support to our bookkeeping clients. If you need assistance with starting your business, setting up your books, or selecting accounting software, Jean is our go-to expert! Residing in Daly City, Jean shares her home with a large Maine Coon cat. Please note that Jean is no longer accepting new clients, except through referrals from current clients.

Kevin Leitner - Enrolled Agent

Kevin graduated from Cal State East Bay with a degree in Accounting. He has experience working at a private accounting firm, where he handled tax preparation and provided year-round tax consultation and planning services. Kevin also has extensive experience in equity compensation and enjoys educating clients about their tax situations. Outside of work, Kevin is often training for his next trail run or cheering on his favorite Bay Area sports teams.

Tyler Bui - Enrolled Agent

Tyler earned his Bachelor’s degree in Business/Economics from UCLA and has been an Enrolled Agent since 2009. He specializes in individual tax preparation and planning, with a focus on equity compensation in the technology sector, self-employment, rentals, and multi-state reporting. Tyler enjoys traveling and exploring new cities and countries during the off-season. He is also a proud pet parent to Max, a Pomchi he adopted in 2017.

What is an enrolled agent?

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