Aquinas J.
CPA with over 20 years of experience advising clients in the area of tax preparation, tax resolution, tax planning, bookkeeping, and other aspects of forming and running a business. I specialize in personal and small business tax filings, including state returns. If you only have a W2, 1099-NEC OR 1099 MISC, I’m your preparer. If you have a small business, you may need a Schedule-C, depending on your entity structure, or if you had to pay Self-Employed taxes, I’m your preparer. Received restricted stock units, employee stock options, traded virtual currencies, I’m your preparer. I’m very effective in communicating and discussing the results of all tax returns with each client. Whether you need tax preparation, tax resolution, tax planning, or bookkeeping, my experience and expertise will allow me to help you resolve your problems and obtain your financial benchmarks.
Reviews
Ramana J.
Aquinas, has been preparing my taxes since 2002 and I have been pleased by his knowledge, service and professionalism. I'm an OBGYN and my taxes have consisted of W2 income, 1099 Misc Income, and Partnership Income. Aquinas, helped me navigate the tax implications when I exited the partnership saving me a fortune. As my streams of income have changed, he has always given me sound tax advice and I highly recommend his services. He is very easy to talk to and always makes me fell comfortable and confident, that I’m getting the best tax advice.
Mary P.
I have been using Aquinas for the past two years and his service has been awesome! We reside in California and my Husband and I owed federal taxes and state taxes for previous years, in addition to having unfiled tax returns. Aquinas, was able to come in and provide the service that we were looking for. He filed our unfiled returns in addition to our current return and negotiated an Installment Agreement with the IRS on our behalf. He also, helped us adjust our W4 and gave us valuable tax planning strategies for the future. I'm very satisfied with his services and he's always available when we call.
Gerri R.
I met Aquinas in 2017 and he's been doing my taxes ever since. I'm a senior and when my husband died in 2017, Aquinas was very respectful to my needs and make me feel very comfortable. I had no clue as to filing taxes or anything. My taxes consisted of W2 income, 1099 Misc income, Rental Income, and I have foreign income from the sale of property. Aquinas, looked at my previous returns to make sure they were in order and has been great to work with! He seems to understand every aspect of my tax situation and able to communicate it to me in a way that I understand. My husband always handled the taxes and Aquinas has been a life saver. I recommend him to all my senior friends and so should you.