The experience of our firm; along with the personal attention we provide has our clients coming back to us year after year because they know they are in good hands. We work to develop long-term relationships; from birth thru retirement, and beyond. Although our primary business is tax and bookkeeping, we have available to us a large network of professionals and services that may meet your needs.
Barbara Bokanovich- Enrolled Agent:
Barbara is the owner and operator of our firm. Barbara is an Enrolled Agent; which means she is licensed through the Internal Revenue Service to prepare tax returns, and handle all tax problems up until court; regardless of who the previous tax preparer was. She has been preparing tax returns since 1978 and has been in business for herself for 30 years. While attending Hartnell, Barbara participated with the VITA program. Barbara is continuously attending classes, seminars, and workshops per year to be able to keep up with as much information as possible to better serve our clients.
Bernice Perez- Head Bookkeeper:
Bernice has been with Barbara since 2006. She oversees the bookkeeping department and she is currently working on her Associates degree. Bernice is our bilingual employee. (Se Habla Español) She has experience in human resources and has been in the administrative field for 7 years.
Courtney Harris- Bookkeeping Assistant/ Tax Coordinator:
Courtney has a long title to go with the list of her duties! Courtney has been with Barbara on and off for the last 17 years. Courtney is able to keep up with all aspects of our office. Courtney handles most of our phone calls and our appointments for both the tax and bookkeeping departments. Courtney has attended Hartnell; and has banking experience.