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William R. Coffman, EA
Business name: H & R Block
Address: 13319 Estate Circle
Austin, TX 78737
Telephone Office: 512-302-1902 Cell: 512-302-1814
Background: Graduate of Capital University, BS, and a MBA from Golden Gate University. Retired from the United States Air Force with 23 years of service. Employed with H&R Block for 16 years.
Areas of concentration: Tax Preparation and Representation.
James P Kelly, EA
Fee Based Financial Adviser and Life, Long-term Care and Disability Insurance Agent
Business name: Jim Kelly, Inc
Address: 702 Rio Grande
Austin, TX 78701
Telephone Office: 512-474-8300
Accounting and Tax E-mail: James@kelly-financial.com
Investment E-mail: James.Kelly@ceterafs.com
Background: I have a B.S in Accountancy; an MS in Finances and 23 years of being a self-employed tax professional and a financial adviser in Austin Texas.
Areas of concentration: I oversee every aspect of people’s financial affairs. Securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other entity
Lynn Parent, EA
Business Name: Parent Tax Consulting
Address: PO Box 10262
Austin, TX 78766
Telephone Office: 512-431-3149
Background: Retired after 32 years from the IRS. 30 years spent in Collection. Retired as a Grade 13 Revenue Officer handling the most challenging and complicated cases.
Areas of concentration: Tax resolution for personal and business collection issues, Offers in Compromise, Collection Due Process, Collection Appeals, Installment Agreements, releases of liens and levies.
Felicia Paul, EA
Business Name: Financial Fixation, LLC
Address: 9442 N Captial of Texas Hwy, Plaza One, Suite 500
Austin, TX 78759
Telephone Office: 512-309-8810, Cell: 512-309-8810
Background: BBA in Finance and 8 years of tax preparation and bookkeeping services.
Areas of concentration: Tax preparation for individuals, small businesses, nonimmigrant visa holders, ITIN applications, representation, and bookkeeping services.
James M. Pumphret, CPA
Business Name: James M. Pumphret, CPA
Address: 3702 Terrina, #4,
Austin, TX 78759
Telephone Office: 512-345-0173, Cell: 512-468-9517
Background: Retired in 2006 after 45 years with the Internal Revenue Service; Worked as an International Tax Specialist, Internal Revenue Agent, Analyst and Disclosure Officer. I also teach or have taught Accounting, Economics and Taxation graduate and undergraduate courses for Austin Community College, St. Edward's University, The University of Texas, Huston-Tillitson University and DeVry University. Areas of concentration: Tax Preparation; IRS Representation (both Collection and Examination); Litigation Support as an expert witness.
Jackie Rollins, EA
Address: 6347 Tasajillo Trail
Austin, TX 78739
Telephone Office: 512-940-5745
Background: 33 year career with IRS, primarily in technical and problem solving positions. Lead instructor for collection and taxpayer service training. Authored a nationally distributed IRS publication for use in small business workshops. 2012 National Vice Chair, Taxpayer Advocacy Panel.
Areas of concentration: Small Business tax education; employment taxes; individual and business tax consulting; income tax return preparation, current and past years..
Jose Salazar, CPA,
Frances Ortiz-Salazar, CPA
Business name: Salazar and Associates CPAs
Address: 506 Heartwood Drive
Austin, TX 78745
Telephone Office: 512-440-7184 Fax: 512-440-7283
- Frances Ortiz-Salazar, CPA, has a Bachelors and Masters degree in accounting
- Jose Salazar, CPA, has a Bachelors degree in Accounting
Areas of concentration: Individual, Corporate and Partnership Taxation
Bree Ward, EA
Business Name: Bree Ward, EA
Address: 9065 Jollyville Rd #101
Austin, TX 78759
Telephone Office: 512-569-0847, Cell: 512-569-0847, Fax: 512-681-1836 E-mail: tax@BreeWardEA.com
Background: BS from Wichita State, lifetime of growing up in a tax family. 13 years tax experience.
Areas of Concentration: Individual, corporate & partnership returns for citizens living in the US and abroad.
Jeannie Sonnier, EA
Business name: Georgetown Tax & Bookkeeping LLC
Address: 1614 Williams Dr. Ste 110
Georgetown, TX 78628
Telephone Office: 512-931-1040 Fax: 512-869-6672
Background: Tax Preparation since 1983, An Enrolled Agent, Accredited Tax Advisor, Daily Money Manager
Areas of concentration: Individual and Business Tax Preparation, Offers in Compromise, Bookkeeping and Payroll Services
Ron Tabor, EA
Business Name: Ron Tabor, Tax Consultant
Address: P. O. Box 831
Georgetown, TX 78627
Telephone Office: 512-688-2430 Cell: 512-925-0098 Fax: 512-688-2430 E-mail: firstname.lastname@example.org
Background: 30-years inside the IRS Collection Function - Tax Examiner-Revenue Officer; Chief, Advisory to Field Agents; Classroom Instructor; Group Manager; Project Manager; Various Special Assignments within the Function..
Areas of Concentration: All types of business and individual tax issues: i.e. Installment Agreements; Offer-in-Compromise; Notice of Levy-(bank, employer, etc.); Any Tax Lien issue- Release, Discharge, Subordination, Non Attachment, etc; Innocent Spouse; Trust Fund Recovery Penalty issues; Appeals.
Bud Welborn, MBA, Senior Tax Advisor, EA
Business name: H&R Block, Lakeway
Address: 103 RR 620 S
Lakeway, TX 78734
Telephone Office: 512-266-1040 Fax: 512-266-1144
Background: Over 25 years of financial services and regulatory experience serving the high tech industry and banking community. Languages: English, Spanish
Areas of Concentration: Investments/Stocks Options (income sales, losses) Home ownership, purchase, or sale Real Estate rentals or vacations homes, loss from disaster or theft, retirement income, Small Business, Sole Proprietor, or self employed Partnership Corporations, Not -for- Profit organizations. Help with IRS or State notices/audits Tax Planning.
Business Name: Reyes Gonzales, Tax Preparer and Bookkeeping
Address: 15304 Spring Hill Lane
Pflugerville, Texas 78660
Telephone Office: 512-971-0868 Fax: 512-670-3093
Background: 30 years of experience of tax preparation
Areas of concentration: Income tax preparation, Bi-lingual in Spanish, Notary Public, Bookkeeping, ITINs
San Antonio and surrounding areas
Karen W. Clevenger, EA
Business Name: Karen W. Clevenger, EA
Address: 2331 John Charles RD.
Bulverde, TX 78163 (San Antonio area)
Telephone: Office: 210-573-8613; Cell: 210-573-8613; Fax: 210-568-6119
Background: BBA in Marketing & Management. I have 25 years experience working for CPAs doing bookkeeping and all kinds of tax returns. Upon becoming an EA in 2003, I started my own firm of tax preparation and bookkeeping.
Areas of Concentration: I prefer to do tax preparation. I am a member of CTEA, Jalapeno Chapter of TxSEA(San Antonio), NAEA, & Texas Tax & Financial Professionals
Adolfo Gutierrez, EA
Address: 3018 Lake Meadow
San Antonio, Texas 78222
Telephone Office: 210-648-9290 Cell: 210-415-5913 Fax: 210-648-5375
Background: BBA-Accounting, Texas A&M
Areas of concentration: 1. Tax Preparation; 2. IRS Representation
Audrey Stebenne, EA
Address: 3406 Cottonwood Lane
Temple, TX 76502-1708
Telephone Office: 254-773-6815 Cell: 254-981-8205 Fax: 254-773-2933
Background: Retired from the U.S. Air Force after 22+ years of service. Have been doing tax preparation for the past 16 years.
Areas of concentration: Tax preparation and representation.
Rodger Parker, EA
Business Name: Wimberley Valley Tax Service
Web Page: www.wimberleyvalleytaxservice.com
Address: PO Box 2407, 13501 Ranch Road 12, Suite 106
Wimberley, TX 78676
Telephone Office: 512-847-7215 Cell: 512-652-8120 FAX: 512-847-0118
Background: IRS Revenue Officer, Special Procedure adviser and RO instructor for 11 years. Enrolled Agent since 1983 in Houston, Austin and Wimberley, TX.