The Tax Office specializes in tax preparation for Individuals, Partnerships, Corporations and LLC’s.
Our goal is to provide professional, personalized tax preparation, proactive tax planning, bookkeeping, and payroll services for individuals and small businesses, with year-round availability.
We have been Enrolled Agents since 1995, bringing over 35 years of experience each. Located in Atascadero, CA since 2003, we proudly serve clients throughout San Luis Obispo County with accurate, confidential, and dependable financial services.
If you’re looking for a trusted tax professional, bookkeeper, or payroll provider in Atascadero or San Luis Obispo County, contact The Tax Office today to schedule an appointment.
Why Choose an Enrolled Agent
Enrolled Agents offer more than tax prep.
Enrolled Agents (EAs) are America’s Tax Experts®. They are the only federally licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service.
Top Reasons to Hire an EA
- Enrolled Agents follow a strict Code of Ethics
- IRS continuing education keeps EAs informed about tax changes
- EAs pass a rigorous three-part Special Enrollment Exam (SEE)
- EAs can practice in any state
What Enrolled Agents Do
Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and other entities.
In addition to tax preparation and representation, many Enrolled Agents also offer:
- Bookkeeping
- Financial planning or budgeting
- Payroll services
- Tax preparation and assistance
How Enrolled Agents
Stand Out
Credibility
Enrolled Agent status is the highest credential the IRS awards.
Experience
All EAs specialize in taxation and go beyond basic requirements.
Expertise
Enrolled Agents have unlimited practice rights before the IRS.
Let’s Work Together
Contact Information
Jayne Heriford, EA
805-462-1040 ext. 1
jayne@thetaxoffice.info
Kathleen Jo Ferguson, EA
805-462-1040 ext. 2
kathleen@thetaxoffice.info
Location
4821 El Camino Real
Atascadero CA 93422
