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Austin
Martin Cantu , EA
Business name: Austin Tax Help
Website: www.austin-tax-help.com
Address: 5900 Balcones Drive, Ste. 17342
Austin, Texas 78731
Telephone Office: 512-522-6036 Cell: 512-497-0038 Fax: 888-577-3169
E-mail: martin@austin-tax-help.com
Background: BS Accounting and Economics, Trinity University and JD University of Texas School of Law; over 30 years’ experience in tax preparation, tax representation, choice of entity and entity formation.
Areas of concentration: Tax preparation; tax representation (collection and exam); Offers in Compromise; individual and business tax planning.
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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
E-mail: wrctaxman@aol.com
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.
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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
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Lynn Parent, EA
Business Name: Parent Tax Consulting
Website: www.parenttaxconsulting.com
Address: PO Box 10262
Austin, TX 78766
Telephone Office: 512-431-3149
E-mail: leparent@att.net
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.
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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
E-mail: info@financialfixationllc.com
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.
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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
E-mail: jmpump@swbell.net or jpumphre@austincc.edu
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.
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Jackie Rollins, EA
Address: 6347 Tasajillo Trail
Austin, TX 78739
Telephone Office: 512-940-5745
E-mail: JackieRollins02@aol.com
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..
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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
E-mail: salazarcpas@gmail.com
Background:
- 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
Del Rio
Gilbert Mercado MBA, EA, MRFC, CFS, CES, CSA, CBC
Business Name: Money Concepts Financial Planning Centre
Website: www.moneyconcepts.com/gmercado
Address: 100 Center Drive
Del Rio Texas 78840
Background: President of Money Concepts Financial Planning Centre in Del Rio and Lubbock, Texas, and CEO of Money Link Financial Services Inc. His firms provide quality and professional assistance in retirement planning, financial planning, investment services, life insurance, tax planning and preparation, bookkeeping and payroll services to individuals and businesses. He is also the Regional Director for Money Concepts’ Eagles Region and is responsible for actively recruiting and mentoring financial advisors throughout the country.
Areas of Concentration: Financial Advisor, Financial Planning, Tax Planning.
Georgetown
Tanna Franco-Espinosa, EA
Business name: Common Cents Business, DBA Georgetown Tax
Website: www.commoncentsbiz.com
Address: 1614 Williams Drive
Georgetown, TX 76574
Telephone Office: 512-985-9122
Email: books@commoncentsbiz.com
Background: MBA University of Texas, 20 years corporate CFO
Areas of Concentration: Tax preparation; Business advising and taxes, IRS representation, Bookkeeping and Payroll
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Doyle Pendleton, EA, Certified Financial Planner
Business name: Doyle Pendleton and Associates
Website: www.doylependleton.com
Address: 5373 Williams Drive, Ste. 201
Georgetown, TX 78633
Telephone Office: 512-506-9777
Background: Thirty years experience as a tax professional.
Areas of Concentration: Tax preparation, personal. Representation
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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: rontabor@att.net
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.
Pflugerville
Reyes Gonzales
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
E-mail: reyes_gonzales@hotmail.com
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
E-mail: kclevenger74@gmail.com
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
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Adolfo Gutierrez, EA
Address: 3018 Lake Meadow
San Antonio, Texas 78222
Telephone Office: 210-648-9290 Cell: 210-415-5913 Fax: 210-648-5375
E-Mail: adg_tax@yahoo.com
Background: BBA-Accounting, Texas A&M
Areas of concentration: 1. Tax Preparation; 2. IRS Representation
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