Our staff of professional
tax preparers are friendly and knowledgeable with a
wide range of tax expertise including small business
and real estate tax matters. We have also teamed up
with reputable companies to handle our clients' growing
needs of quality financial products and services. We
continue to grow significantly due to our commitment
of providing our clients with the highest level of customer
service satisfaction.
Emmanuel
A. Santos has been in the tax business since 1990.
He received his Bachelor of Science in Accounting from
Indiana
University - Bloomington, and Master of Science
in Taxation from San
Francisco State University. He is a Certified Public
Accountant in the state of California, an IRS Enrolled
Agent, and a Personal Financial Specialist. He also
holds other licenses including Series 6, 7 & 63
securities licenses; Real Estate Broker's license (CA
Insurance License # 01302678); Life Agent, Variable
Contracts, Fire & Casualty Broker-Agent insurance
licenses (CA
Insurance License # 0B99983).
He currently serves as the Chief Financial Officer
for The
Richmond/Ermet AIDS Foundation, a non-profit organization
in San Francisco benefiting AIDS charities. He is also
the San Francisco Chapter Director of a financial
services company. His work experiences include several
tax and audit positions with Cooper's & Lybrand,
H & R Block, and other CPA firms. He also held several
accounting positions at Franklin Templeton Investments.
He is an active member of the American Institute of
Certified Public Accountants, California Society of
Certified Public Accountants, National Association of
Enrolled Agents, California Society of Enrolled Agents,
National Association of Realtors, California Association
of Realtors, and San Francisco Association of Realtors.
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