Bixby Knolls Office Staff

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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 Martinez

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.

Daisy Rodriguez

Please welcome Daisy Rodriguez to Ameri Tax service. She’s our new tax associate working out of our new Bixby Knolls office located at the 4252Atlantic Ave Suite B above the Shakespeare Theate. Daisy comes to us with her degree from the University of California, Merced and experience at Financial Partners Credit Union. Daisy enjoys hiking and backpacking and being in nature in her free time.

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Tools & Questions For Prospects

What to Bring

W4 Form

Client Organizer

FAQ

Client Data Sheet

Engagement Letter

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Ameri Tax Service is dedicated to providing quality tax preparation, planning and budgeting. We’ve been doing it since 2001. We try our best to get to know you well so that we can be proactive in tax planning that is personalized....