Stephanie graduated from California State University San Bernardino in 2014 with a bachelors degree in Kinesiology and was a part of their National Championship volleyball team. Immediately after college she started training young athletes. She soon realized she wanted to help more than just her younger peers. She became a Certified Registered Tax Preparer 4 years ago when she was preparing taxes part-time for friends and family. She has since then become a full-time tax preparer and has never looked back. Stephanie has loved meeting new clients and catching up with her returning clients. In her spare time, Stephanie enjoys spending time with her friends and family, especially her baby nephew Levi. She also enjoys going to Ducks and Dodger games, concerts, playing beach volleyball and using her annual pass to Disneyland whenever possible.
John began preparing tax returns as a business in 1996. He received his Bachelor’s degree from California State University, Fullerton. He has 35 years of experience in auditing, accounting, finance, banking and tax preparation. As a tax return preparer registered with both the U. S. Treasury and the California Tax Education Council, he recently completed all requirements to become an Enrolled Agent. He prepares both individual and business income tax returns and provides bookkeeping services. He serves as an officer with the California Society of Tax Consultants, Orange County Chapter. He is also active in Toastmasters International as a club President.
Vincent started off preparing taxes in 1991 out of his home. He joined a firm in 1998, started his own practice in 2002, and in 2008 he relocated to Fullerton and opened The Tax Place. He is an Enrolled Agent and handles all aspects of income tax and tax planning for individuals and corporations, as well as trusts, estates and partnerships. He is federally licensed to practice in all 50 states and has unlimited rights to represent taxpayers before the IRS.
Patty has been preparing tax returns since 1990. Although she specializes in the returns of Law Enforcement, Teachers, Medical Professionals and Rental owners, she jokingly adds that she does taxes for "normal people", too. Patty was a 911 Dispatcher for over 30 years. Her husband, Ernie, is a police officer at Montebello Police Department. They have three grown daughters and 3 grandchildren. When it's not Tax Season, her hobbies include traveling with Ernie, going to Disneyland and lounging at the local Starbucks.
Angie has been married for 33 years as of January 2014. She has 3 adult children and 2 grandchildren. She graduated from Huntington Park High School. She took Accounting and Bookkeeping Classes at Rio Hondo and Cerritos College. Angie has been an Accounts Payable Supervisor, Bookkeeper, and School Office Manager. In 1988 she started as a receptionist in the tax preparation business, took classes to be a certified tax preparer, and has been preparing tax returns for over 15 years. Being a tax preparer is a very important job to her. She is required to be bonded each year and take classes to renew her license. She attends extra seminars and training each year to stay well informed and up to date. Angie strives to continually give her clients the accurate and necessary information they need to have when she sees them each year at their tax appointment. Also, she is fluent in Spanish.
THE TAX PLACE
INCOME TAX - TAX PLANNING
Vincent, Vince, Vin, Lil' Vince, Younger Vince- the list goes on for ways we distinguish between father and son at the office. Vince joined the family business about 6 years ago hungry for knowledge and looking for a way to get involved in the Financial Services Industry. He has since became a licensed Life Insurance agent with the State of California and is now studying to become a Financial Advisor. His passion for helping others really blossomed while working for IN-N-OUT Burger. Multiple years spent in management has helped Vince build a solid foundation for work ethic, customer service and business operations. During the tax season, you can find Vince at the office or on the court coaching his boys volleyball team. In the off season, Vince loves spending time with his family, playing volleyball, golfing at local courses, and during football season, rooting for his favorite team- The Washington Redskins. He looks forward to working with you and warns that if you love football as much as he does, make sure you ask for a longer appointment time with the front desk.
John, also known as “JRod” in the office, has been preparing taxes for friends and family members since 1986. In 2002 he became a Tax Professional and has worked with Vincent ever since and handles all aspects of tax preparation. He enjoys tax season because it gives him the opportunity to see some friendly faces and to help those friendly faces with their current tax situation and future tax planning. As he says, “Nothing gives me greater pleasure than to have a friend or client say Thank You for helping…” JRod has over 25 years of professional experience in the financial services market. He spent 9 years at Ryder Systems and 13 years at GE Capital. He earned a baseball scholarship to play at Loyola Marymount University where he received his B.B.A. (Bachelors of Business Administration) degree in 1989. John lives in La Mirada with his wife, Diana, and his 4 children.