Georgia Rogers, EA , President

Georgia has been preparing tax returns for 18 years. She also provides accounting and strategic and tax planning support to small business.

Licensed by the IRS (Enrolled Agent), she represents tax clients during audits and provides representation before the FTB, SBE, and EDD.

Strongly influenced by the Millionaire Mind, E-Myth Revisited, and The 4 Hour Work Week, Georgia is committed to working on the business of working "smarter, not harder."

Tashia Flucas

Tashia has been preparing tax returns for the 2004-2006 tax seasons. She is licensed by the State of California (CTEC) for tax preparation.

Paul Rogers

Paul has prepared individual returns for the 2005-2007 tax seasons. He also provides bookkeeping services at client sites as well as in the PATS' office.

David Sexton

David has been using Turbo Tax since 2001, and during the tax season he provides support through scheduled phone appointments.

Kaer Southhard

Kaer provides San Francisco Bay Area small business office support and solutions. She manages the PATS' office during the tax season by maintaining the appointment calender, phone calls, emails, and databases.

Locations

San Francisco: 2082 Union Street, 94123
Corte Madera: 57 Spindrift Passage, 94925

Click here to schedule a tax planning and preparation appointment,
or call and speak to our friendly receptionist at (866) 805-0694.
These appointments can be phone conferences as well as office appointments.

Prior to your appointment, it would be helpful for us to review your tax materials. You can fax them to (415) 329-2311 or mail them to ProActive Tax Solutions, 57 Spindrift Passage, Corte Madera, CA  94925.

For more information or if we can help you answer any questions, please call us at (415) 924-6240 or email us at grogersea@comcast.net.

Turbo Tax^® support is available on Saturdays.
You can call (415) 924-6240 for a time slot.