We hire only smart, credentialed, caring staff members who are willing to bend over backwards to help you. Over the course of our relationship, we strongly believe our counsel, tax knowledge and holistic approach to the business that is your life will pay for our services long-term.
Joe is a native of Long Beach and has been a resident of Bixby Knolls for 47 years. You'll see him around the neighborhood at Vons', Trader Joe's, First Fridays or out walking his dog Max. He's been in the tax industry for over 25 years now and has been holding down the fort at the Ameri Tax Service Bixby Knolls office since 2002. His work is excellent. It better be because he just might run into you around town!
Joe specializes in both personal and small corporate, partnership and non-profit returns. He handles all the IRS and Franchise Tax Board audits, representation and correspondence for the office. If you want someone who knows the tax code, is attentive to detail and "all over it," Joe is your man.
Kat is a veteran of 7 years at the Bixby Knolls office. She comes to us from the United Kingdom where she received her degree from Birmingham University. Kat specializes in all personal income tax return types. She is also a sometimes real estate agent, chef and always a terrific Mom.