About Summerhill Tax Services Summerhill Tax Services was established in 2008. We are determined in helping our clients maintain quality record keeping and tax compliance. Our staff has worked under seasoned professionals sharpening their skills to better serve you. We enjoy what we do and it shows, not only in our work but by the high level of customer service and the commitment we provide. We specialize in helping small businesses achieve their financial goals by setting them up on a plan for success. This allows them to be able to take their company to a level that sustains profitability. We are bringing our experience from the corporate world to you. We are located in Murrieta and serve a variety of clients all over Southern California. Summerhill is here to serve business owners with quality service. SummerHill is an active member in the community including participating in the local Chamber of Commerce, Business development groups, and various other non-profit organizations. We are your Go-To answer for any Tax Prep for Murrieta & Temecula area. Our commitment is to helping the self-employed, you can start with a FREE CONSULTATION. We help you figure out what makes sense for you. [read more]
View ProfileWhy choose Ameriprise? For 130 years, Ameriprise Financial has been a longstanding leader in financial planning and advice to help our clients achieve their short-term and long-term goals. More than 9 out of 10 clients are likely to recommend the advice experience to friends or family.1 What makes Ameriprise different? Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial advice. At Ameriprise, you’ll receive one-to-one personalized advice based on your individual goals and needs. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected. [read more]
View ProfileAbout Our Firm Tae H. Kim, CPA is a certified public accountant licensed in California, dedicated to ensuring personal and business financial success for his clients. Driven by his passion and heart for serving his local community and business owners, he provides a range of accounting and strategic tax services with precision and authenticity. Tae resides in Southern California and loves spending time raising his two children with his wife. He also enjoys playing drums for his local church, practicing surfing and snowboarding in the winter season. [read more]
View ProfileWhy choose Ameriprise? For 130 years, Ameriprise Financial has been a longstanding leader in financial planning and advice to help our clients achieve their short-term and long-term goals. More than 9 out of 10 clients are likely to recommend the advice experience to friends or family.1 What makes Ameriprise different? Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial advice. At Ameriprise, you’ll receive one-to-one personalized advice based on your individual goals and needs. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected. [read more]
View ProfileWhen choosing a tax professional, it is vitally important to check their credentials which reflect their level of qualification. In other words, are they a CPA, Enrolled Agent, or simply a registered tax return preparer? Registered tax return preparers lack the credentials to have unlimited rights in representing clients before the IRS. However, to become an Enrolled Agent, one must have the experience, and undergo testing set forth by the IRS that allows them unlimited rights. To become a CPA, one must have at least a bachelors degree and undergo much more extensive testing than an Enrolled Agent. Who prepares your return? Every return is reviewed by a highly qualified CPA who is also an EA, MBA in accounting, and a CTRS (Certified Tax Resolution Specialist). What is a CPA? A CPA is Certified Public Accountant. CPA's go through the most rigorous testing and have a much wider scope than that of an Enrolled Agent. What is an Enrolled Agent? An Enrolled Agent is authorized at a federal level by the U.S. Department of Treasury to represent tax payers before the IRS. They specialize in taxes. What are they authorized to do? CPA's and Enrolled Agents are athorized to represent taxpayers before the Internal Revenue Service and have unlimited rights to do so. Who We Are and What We Stand For Tax City is an organization that is built on a strong foundation of ethics. The cornerstone of this foundation, simply put, is integrity. What does this mean for you? We aren't an organization that just claims to have your best interest. We are an organization that proves we have your best interest. We will always go the extra mile to get you what you truly deserve. At Tax City you are not just another tax client, you are part of our growing reputation for exceptional service. Our Mission We are a local tax and accounting firm that seeks to expand while preserving the quality that has promoted our public image. Our organization employs the latest technological advancements in tax and accounting software which in turn ensures the most efficient processing of client work, while building exceptional customer satisfaction. We believe true success comes from the constant desire to be better through continually increasing our intellectual capital, utlizing technological advancements, and listening to the evolving needs of our existing and prospective clients. Our Values Our firm provides outstanding service to our clients because of our dedication to the three underlying principles. [read more]
View ProfileProfessionalism We are one of the leading firms in the area. By combining our expertise and experience, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness We are responsive. Individuals and companies who choose our firm rely on competent advice and fast, accurate personnel. We provide tax services to individuals, large and small businesses and other agencies. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality A tax firm is known for the quality of its service. Our reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime. Taxes And Things 41593 Winchester Road #200 Temecula, CA 92590 Call today for an appointment. (951) 775-7944. [read more]
View ProfileTax Resolution is a Tax and Accounting Firm. Federally licensed to represent taxpayers in all 50 States, with offices in Temecula CA, and Declo ID. Equipped to serve remotely nationwide. Meet Our Staff: Get to Know Joe Getting to know Joe is easy with his optimistic and carefree attitude. He is passionate about many things. Hunting and fishing are at the top of his list. Bow hunting for elk is a once in a lifetime adventure that he gets to participate in every fall in the beautiful mountains of Idaho. Football is a close second. After participating for 10 years Joe began coaching his Son’s youth teams. Then in a moment of fate he met Crit, a highly successful college football official. As his mentor Crit started Joe down an officiating career that spanned 28 years (retired). If there was a game to be played at any level Joe wanted to work it. Youth, High school, college, semi pro, and indoor arena football. Helping others is the most rewarding part of his life. Serving on many Boards of Directors of nonprofit organizations, including his local church,has been an honor. Being an entrepreneur is a real privilege. Working daily with his amazing wife and partner Veronica, is a dream come true. This is Veronica Growing up on a farm in a small town in Idaho, Veronica learned the value of hard work at an early age. Honesty, Integrity, and helping in the community were a way of life. We have worked diligently to ensure these values are practiced daily in our business. Veronica has a passion for learning. Reading multiple books and viewing video presentations daily. Striving to improve herself is one of her top priorities. She has an accounting degree and is a Federally licensed Enrolled Agent. Certified to represent taxpayers in all 50 States by the IRS. Specialized certifications include CTRS certified tax resolution specialist. Over the past several years this knowledge, and over 20 years of experience, has gained Her recognition from her peers. Frequently speaking at tax conferences. She has also authored several books that will be published shortly. [read more]
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