We provide comprehensive bookkeeping, accounting, payroll services, and tax preparation for individuals and small businesses.



General Bookkeeping
Payroll Services
Accounting Management
Tax Return Preparation

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Tawnya Montoya, E.A. (Enrolled Agent)

Enrolled Agents are the only tax professionals tested by IRS on their knowledge of tax law and regulations and, because they are federally-licensed, the only tax professionals that may represent clients in any part of the country. They provide tax preparation, representation, tax planning and other financial services to millions of individual and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by the IRS to complete annual continuing professional education. Like attorneys and certified public accountants (CPAs), EAs are governed by Treasury Circular 230 in their practice before the IRS.

CSEA is a progressive, professional nonprofit 501(c)(6) organization dedicated to serving Enrolled Agents (EAs), with more than 4,200 active Members, Professional Associates, Professional Affiliates, Students, International EAs, and International Affiliates.

EAs are licensed by the federal government to represent taxpayers before the Internal Revenue Service and assist with tax planning and the preparation of tax returns.

The National Association of Enrolled Agents (NAEA) is a national association of over 11,000 independent, licensed tax professionals called Enrolled Agents (EA). The association is dedicated to helping its members maintain the highest level of knowledge, skills and professionalism in all areas of taxation, so that their members may most effectively represent the needs of their clients.

We tackle your taxes and organize your bookkeeping so you can do what you do best:

Run Your Small Business!


ph (925) 737-0710
fax (925) 737-0713

**Enrolled Agent**
**non CPA firm**

Bookkeeping, accounting, tax preparation, and payroll services for Livermore, Pleasanton, Dublin, Tracy, San Ramon,
Danville, Alamo, Sunol, Castro Valley, Walnut Creek, Concord, California and the surrounding Bay Area cities.

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