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Leadership Directory
2014-2015
LEADERSHIP DIRECTORY TABLE OF CONTENTS
CSEA OFFICERS…………………………………………………………………………………………………. 3
CSEA DIRECTORS……………………………………………………………………………………………... 4
CSEA COMMITTEE CHAIRS …………………………………………………………………………………….. 5
CHAPTER PRESIDENTS………………………………………………………………………………………... 6
CHAPTER FIRST VICE PRESIDENTS………………………………………………………………………… 7
CHAPTER SECOND VICE PRESIDENTS…………………………………………………………………….. 8
CHAPTER SECRETARIES……………………………………………………………………………………… 9
CHAPTER TREASURERS……………………………………………………………………………………... 10
CHAPTER BYLAWS CHAIRS………………………………………………………………………………….. 11
CHAPTER EA EXAM CLASS CHAIRS……………………………………………………………………….. 12
CHAPTER EDUCATION CHAIRS…………………………………………………………………………….. 13
CHAPTER FINANCE & BUDGET CHAIRS…………………………………………………………………….. 14
CHAPTER LEGISLATIVE AFFAIRS CHAIRS………………………………………………………………... 15
CHAPTER MEMBERSHIP CHAIRS…………………………………………………………………………... 16
CHAPTER NEWSLETTER EDITORS…………………………………………………………………………. 17
CHAPTER PUBLIC INFORMATION & AWARENESS CHAIRS……………………………………………. 18
CHAPTER SCHOLARSHIP CHAIRS …………………………………………………………………………… 19
CHAPTER WEBSITE CHAIRS………………………………………………………………………………….. 20
NAEA OFFICERS………………………………………………………………………………………………… 21
NAEA DIRECTORS……………………………………………………………………………………………… 22
NAEA COMMITTEE CHAIRS …………………………………………………………………………………… 23
CSEA OFFICE STAFF…………………………………………………………………………………Back Cover
Listings are believed correct as of September 17, 2014 © 2013 California Society of Enrolled Agents All rights reserved.
No part of this publication may be reproduced, used for mailing list preparation, used for promotional mailings or solicitations, sorted in retrieval systems, transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise without prior written permission of the California Society of Enrolled Agents. Commercial use of ANY kind, by ANY person, without prior written permission of the California Society of Enrolled Agents is strictly prohibited.
3
CSEA OFFICERS
PRESIDENT Patricia M. Kappen, EA
31726 Rancho Viejo Rd #215 San Juan Capistrano, CA 92675
Phone: (949) 496-1174 Fax: (949) 496-8084
patti@sanjuanfinancial.com
FIRST VICE PRESIDENT Douglas H Pickford, EA 765 Baywood Dr #133 Petaluma, CA 94954
Phone: (707) 773-0255 Fax: (707) 773-3360 taxexp@msn.com
SECOND VICE PRESIDENT
Torie Charvez, EA 1475 S. Bascom Ave, Suite 201
Campbell CA 95008 Phone: (408) 246-6136
Fax: (408) 521-0493 tc@tax-goddess.com
SECRETARY
Rose H. Hablitzel, EA 208 Elm St
Red Bluff, CA 96080 Phone: (530) 527-8225
Fax: (530) 527-1006 roseeafulton@gmail.com
TREASURER Gerald Pusateri, EA
1225 Travis Blvd, Suite C Fairfield, CA 94533
Phone: (707) 426-4396 Fax: (707) 426-4397 untaxit@pacbell.net
IMMEDIATE PAST PRESIDENT Raven Deerwater, EA
P. O. Box 1786 Mendocino, CA 95460 Phone: (707) 937-1099
Fax: (707) 937-1075 raven@taxpractitioner.com
4
CSEA DIRECTORS
Big Valley Connie Ferrell, EA PO Box 850 Soulsbyville, CA 95372 Phone: (209) 532-4053x11 Fax: (209) 532-5209 connie@flavinea.com Central California Robert Gardner, EA 2218 Brundage Lane Bakersfield, CA 93304 Phone: (661) 322-8963 Fax: (661) 326-1388 bob@gardnertax.com Central Coast Mark Seid, EA 935 Riverside Ave, Suite 1 Paso Robles, CA 93446 Phone: (805) 237-1040 Fax: (805) 238-0444 mark@seidandco.com Channel Islands Susan L. DiMaggio, EA 3800 Market St #AA Ventura, CA 93003 Phone: (805) 654-9949 Fax: (805) 658-8949 sld-dgandassociates@sbcglobal.net East Bay Alfred Wayne Wise, EA 1350 Hayes Street, B-14 Benicia, CA 94510 Phone: 707-634-4829 al@awisetax.com Far Northern California Ardis A. Smith, EA 1610 A Solano Street Corning, CA 96021 Phone: (530) 824-1040 Fax: (530) 824-0594 taxman@dm-tech.com Golden Gate Don Ellison, EA 2715 35th Ave San Francisco, CA 94116 Phone: (415) 664-7349 Fax: (415) 664-7349 donellisonea@sbcglobal.net
Inland Empire Jackie Kincaid, EA 5924 Mt View Ave Riverside, CA 92504 Phone: (951) 204-4882 Fax: (951) 687-1872 jkincaidea@gmail.com Los Angeles Pamela F. Price, EA 4525 Ambrose Ave Los Angeles, CA 90027-1948 Phone: (323) 663-5727 Fax: (323) 661-2770 pamelapriceEA@yahoo.com Mission Cynthia A. Leachmoore, EA 3029 Porter Street Soquel, CA 95073-9722 Phone: (831) 475-9245 Fax: (831) 475-8952 cyntax@att.net North Bay Jeanette Hall, EA 15 Azalea Ave Fairfax, CA 94930-1526 Phone: (415) 250-4285 Fax: (415) 789-4273 jeanette@marintaxprep.com Orange County William Stewart, EA 31726 Rancho Viejo Rd #215 San Juan Capistrano, CA 92675 Phone: (949) 496-3458 Fax: (949) 545-0101 bill@sanjuanfinancial.com Palomar William E. Rogers, EA 870 Pinewood Dr Oceanside, CA 92057-6317 Phone: (888) 297-3321 Fax: (888) 297-3321 willcfp@cox.net Sacramento Valley Benita Myers, EA 5050 Laguna Blvd Ste 112-302 Elk Grove, CA 95758 Phone: (916) 691-6715 Fax: (916) 691-6715 myerstaxes@frontiernet.net
San Diego Roger Garay, EA 2065 Arnold Way #103 Alpine, CA 91901-3850 Phone: (619) 445-5523 Fax: (619) 445-1421 rogertax@ix.netcom.com San Fernando Valley Bruce Miller, EA 15315 Magnolia Blvd, Suite 113 Sherman Oaks, CA 91403 Phone: (818) 380-0480 Fax: (818) 380-0114 taxmenomo@aol.com San Gabriel Valley Alex Dunkel, EA 27952 Smyth Rd #105 Valencia, CA 91355 Phone: (626) 253-4354 eadunkel@gmail.com Solano-Napa Alma V. Guenther, EA 1319 Travis Blvd, ste D Fairfield, CA 94533 Phone: (707) 643-2226 Fax: (707) 643-2222 almaea@pacbell.net South Bay Gregory D. Cash, EA 5150 E Pacific Coast Highway 350 Long Beach, CA 90804 Phone: (562) 597-4300 Fax: (562) 597-4330 gregcashtaxplus1@verizon.net
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CSEA COMMITTEE CHAIRS Audit Chair Timothy G. Flavin, EA PO Box 850 Soulsbyville, CA 95372-0850 Phone: (209) 532-4053 Fax: (209) 532-5209 tim@flavinea.com Bylaws Chair Anne T. Arms, EA 1075 First Street Suite 6 Benicia, CA 94510 Phone: (707) 745-1040 Fax: (707) 745-0281 ArmsPnA@aol.com CSEA Education Foundation Scholarship Sandy Danoith-Jones, EA 250 Bel Marin Blvd, Suite F-2 Novato, CA 94949 Phone: (415) 453-6235 Fax: (415) 382-1720 djandassoc@aol.com Education Chair Cynthia A. Leachmoore, EA 3029 Porter Street Soquel, CA 95073-9722 Phone: (831) 475-9245 Fax: (831) 475-8952 cyntax@att.net Ethics and Professional Conduct Chair Donald M. Stacy, EA 15402 West Sage St, Suite 103 Victorville, CA 92392 Phone: (951) 203-9021 Fax: (951) 848-0971 taxhelpguy@reagan.com Executive Chair Patricia M. Kappen, EA 31726 Rancho Viejo Rd #215 San Juan Capistrano, CA 92675 Phone: (949) 496-1174 Fax: (949) 496-8084 patti@sanjuanfinancial.com
Finance & Budget Chair John Kristianson, EA 5030 Katella Ave, Suite 228 Los Alamitos, CA 90720 Phone: (562) 438-6059 Fax: (562) 252-8183 john@taxxmann.net Legislative Affairs Chair Joel Hendriks, EA PO Box 1 34675 Yucaipa Blvd. Ste. 111 Yucaipa, CA 92399 Phone: (909) 797-3140 Fax: (909) 797-3532 joel@myfinancialprospect.com Membership & Chapter Development Chair Kathy Rocha, EA 640 Geer Rd Turlock, CA 95380 Phone: (209) 667-7012 Fax: (209) 667-7064 kathyrocha@sbcglobal.net Nominating Chair Vicki Mulak, EA 17632 Irvine Blvd, Suite 130 Tustin CA 92780 Phone: (714) 669-1172 Fax: (714) 661-4696 vmulak@americanfinancialtax.com Political Action Chair David Shaw, EA 950 Tharp Road Suite 101 Yuba City, CA 95993 Phone: (530) 674-1150 Fax: (530) 674-7241 dshaw@shawassociatesinc.com Public Information & Awareness Chair Benita Myers, EA 5050 Laguna Blvd Ste 112-302 Elk Grove, CA 95758 Phone: (916) 691-6715 Fax: (916) 691-6715 myerstaxes@frontiernet.net
6
CHAPTER PRESIDENTS
Big Valley Suzan Ali, EA 2091 Wyndham Way Lodi, CA 95242 Phone: (209) 224-8142 Fax: (209) 625-8457 suzan@alisuzan.com Central California Laura Sue Young, EA 1882 Tenaya Ave Clovis, CA 93611 Phone: (559) 960-9223 Fax: (559) 354-0916 lsyoung_ea@pacbell.net Central Coast Kittie Vicars, EA 786 S. 12th St Grover Beach, CA 93433 Phone: (805) 904-8065 kittie_fctc@yahoo.com Channel Islands Bart Ketterling, EA 2299 E. Main St, Suite 8 Ventura, CA 93001 Phone: (805) 653-7362 Fax: (805) 653-1991 bart@mktaxpros.com East Bay Patty Pringle, EA 6400 Village Pkwy, Suite 201 Dublin, CA 94568 Phone: (925) 320-7802 Fax: (925) 553-3515 eapattypringle@sbcglobal.net Far Northern California Michele L. Williams, EA 10413 Abernathy Ln Redding, CA 96003-7636 Phone: (530) 221-7960 Fax: (530) 221-5736 mlwtax@aol.com Golden Gate Dennis J. Fullalove, EA 1001 Bayhill Drive, Suite 200 San Bruno, CA 94066 Phone: (650) 583-6087 ex.2 Fax: (650) 583-6089 djf@sfaea.com
Inland Empire Ronald F. Uehle, EA 1652 S Cypress Ave Ontario, CA 91762 Phone: (909) 627-7007 ronalduehleea@gmail.com Los Angeles Antonia Enriquez, EA 1524 Rock Glen Ave Glendale, CA 91205 Phone: (818) 645-9550 Fax: (818) 507-1174 naniedgrt@aol.com Mission Nancy Ann Pyzel, EA 920 Saratoga Ave, Suite 101 San Jose, CA 95129 Phone: (408) 244-2448 Fax: (408) 244-1239 nancy@alifewellspent.net North Bay Richard W. Ogg, EA 716 College Ave, #A2 Santa Rosa, CA 95404 Phone: (707) 544-5732 Fax: (866) 649-8853 Richard@TMTFS.com Orange County John Kristianson, EA 5030 Katella Ave, Suite 228 Los Alamitos, CA 90720 Phone: (562) 438-6059 Fax: (562) 252-8183 john@taxxmann.net Palomar Albert Sanchez, EA PO Box 2450 Temecula, CA 92593-2450 Phone: (951) 699-1359 Fax: (951) 699-2456 aprs@earthlink.net Sacramento Valley Randy Roth, EA 4600 Roseville Rd, Suite 150 Sacramento, CA, 95660 Phone: (916) 974-9393 Fax: (916) 974-9399 randy@april15th.com
San Diego Christy Kohl, EA PO Box 190 Alpine, CA 91903 Phone: (619) 659-1487 Fax: (619) 445-4002 christy@ckohltax.com San Fernando Valley Jeremy D. Streeter, EA 18321 Ventura Blvd #711 Tarzana, CA 91356-4228 Phone: (818) 654-9980 Fax: (818) 609-0330 eataxguy@earthlink.net San Gabriel Valley Donna Aguirre, EA PO Box 4247 West Covina, CA 91791 Phone: (626) 810-1913 Fax: (62) 810-1913 donna9829@aol.com Solano-Napa Phil Correia, EA 844 Union Ave, Suite C Fairfield, CA 94533 Phone: (707) 426-0920 Fax: (707) 434-8709 pcorreia@sbcglobal.net South Bay Gregory D. Cash, EA 5150 E Pacific Coast Highway 350 Long Beach, CA 90804 Phone: (562) 597-4300 Fax: (562) 597-4330 gregcashtaxplus1@verizon.net
7
CHAPTER FIRST VICE PRESIDENTS
Big Valley Melinda M. Bossard, EA 200 West Roseburg Ave Modesto, CA, 95350 Phone: (209) 527-4220 Fax: (209) 527-4247 lbossard@grimbleby-coleman.com Central California Claudia Stanley, EA 5132 N Palm Ave PMB117 Fresno, CA, 93704 Phone: (559) 439-0197 Fax: (559) 439-8430 claudia@stanleycpa.com Central Coast John M. Ozanich, EA 44 Mariposa Dr San Luis Obispo, CA 93401 Phone: (805) 541-1073 Fax: (805) 541-1620 taxjohn@att.net Channel Islands Ridgway L. Pope, EA 268 N. Ashwood Ave. Ventura, CA, 93001-5514 Phone: (805) 642-9363 Fax: cpaeas@yahoo.com East Bay Alfred Wise, EA 1350 Hayes Street, B-14 Benicia, CA 94510 Phone: 707-634-4829 al@awisetax.com Far Northern California Rex Cerro, EA 208 Elm St Red Bluff, CA 96080 Phone: (530) 527-8225 Fax: (530) 527-1006 rexea@lassentax.com Golden Gate Susanne L. Stevens, EA P.O. Box 356 San Carlos, CA 94070-1525 Phone: (650) 307-2678 Fax: (650) 341-1395 susanne.ea@gmail.com
Inland Empire Gloria J. Williams, EA P.O. Box 270 Sun City, CA 92586 Phone: (951) 928-6283 gloriawilliams@gloriawilliamsea.com Los Angeles Maria Tapang, EA, CFP PO Box 7213 Burbank, CA, 91510-7213 Phone: (818) 953-4284 Fax: (818) 953-5031 maria@tapangfinancial.com Mission Varish Modi, EA, CPA 1669 Hollenbeck Ave #2 Sunnyvale, CA 94087 Phone: (408) 735-7351 Fax: (408) 733-0576 varish@modistax.com North Bay Michelle Tanner, EA 1314 Grand Ave San Rafael, CA 94901 Phone: (415) 459-6966 Fax: (415) 459-7980 michelle@whipplecpa.com Orange County Joyce Cheng, EA 31 Woodleaf Irvine, CA 92614 Phone: (714) 546-0445 Fax: (714) 546-2604 Dynasty53@gmail.com Sacramento Valley Sherri L. Battle, EA P.O. Box 160165 Sacramento, CA, 95816 Phone: (916) 803-8570 Fax: (916) 514-9053 sherri@sherthai.com San Diego Roger Garay, EA 2065 Arnold Way #103 Alpine, CA, 91901-3850 Phone: (619) 445-5523 Fax: (619) 445-1421 rogertax@ix.netcom.com
San Fernando Valley Mady A. Yehia , EA 522 North Glenoaks Blvd Burbank, CA, 91502 Phone: (818) 567-1595 Fax: (888) 567-0869 mady@securitaxfinancial.com San Gabriel Valley Rosie L. Orozco, EA 1774 Stearns Drive Los Angeles, CA 90035 Phone: (626) 337-4664 ok_taxes@hotmail.com Solano-Napa Cherl (Cherry) A. Comstock, EA 10 South Lake Dr. #8 Antioch, CA 94509-2057 Phone: (925) 778-0281 Fax: (925) 778-0564 Cherry@jettax.org South Bay Andrew Stamatelatos, EA 2210 W 173rd Street Torrance, CA, 90504 Phone: (310) 328-8121 Fax: (310) 328-6312 astam11@aol.com
8
CHAPTER SECOND VICE PRESIDENTS Channel Islands John Blaubach, EA PO Box 337 Santa Barbara, CA, 93102-0337 Phone: (805) 965-8558 JHB_EA@hotmail.com East Bay Aida Q. Torres, EA 500 Alfred Nobel Dr #167 Hercules, CA 94547 Phone: (510) 724-6409 Fax: (510) 724-6620 aida@aidatorres.com Far Northern California Rose H. Hablitzel, EA 208 Elm St. Red Bluff, CA 96080 Phone: (530) 527-8225 Fax: (530) 527-1006 roseafulton@gmail.com Inland Empire Jackie Kincaid, EA 5924 Mt. View Ave. Riverside, CA 92504 Phone: (951) 204-4882 Fax: (8951) 687-1872 jkincaidea@gmail.com Mission James R. Jenks, EA P.O. Box 4806 San Jose, CA 95150 Phone: (408) 275-8299 Fax: (888) 829-5532 jim@jandmtax.net North Bay Roberta Carson, EA 765 Baywood Dr, Suite 133 Petaluma, CA 94954 Phone: (707) 773-0255 Fax: (707) 773-3360 bobbimsea@gmail.com
Orange County Kenneth E. Noland, EA 17461 Irvine Blvd, Suite M Tustin, CA 92780 Phone: (714) 505-1925 Fax: (714) 505-9691 ken@companycfo.com
Sacramento Valley Alfred J. Kottman, EA, CFP P.O. Box 192 Lincoln, CA 95648 Phone: (916) 543-8151 Fax: (916) 543-8151 alwaysal2@yahoo.com San Diego Stephanie K. Matticks, EA 8240 Parkway Dr. #107 La Mesa, CA 91942 Phone: (619) 697-2950 Fax: (619) 697-0578 stephanie007@sbcglobal.net San Fernando Valley Robert J. Woodford, EA 15300 Devonshire St., Suite #15 Mission Hills, CA 91345 Phone: (818) 894-4246 Fax: (818) 894-4247 zestie1@msn.com
9
CHAPTER SECRETARIES
Big Valley Michael Cash, EA 802 14th St, Suite L Modesto, CA 95354 Phone: (209) 484-5789 Fax: (815) 301-3446 MichaelSCashEA@aol.com Central California Juli L. Duree, EA 28486 Patrick Ct Coarsegold, CA 93614 Phone: (209) 537-8989 jaduree@gmail.com Central Coast Kim Mary Dickson, EA 1005 S Broadway Santa Maria, CA 93454-6605 Phone: (805) 922-5909 Fax: (805) 922-7328 kim.dickson@verizon.net Channel Islands Paula Mixon, EA 4882 McGrath Street # 230 Ventura, CA, 93003 Phone: (805) 650-3735 Fax: (805) 633-6045 paulamixon@gmail.com East Bay Carrie Kroeger, EA 1355 Willow Way #140 Concord, CA, 94520 Phone: (925) 686-1600 x24 Fax: (925) 827-4271 carriedaway@myfastmail.com Far Northern California Sandra Lamberson, EA 23456 Elk Trail E Redding, CA, 96003 Phone: (530) 547-4474 Fax: (530) 547-3004 slamberson@citlink.net Golden Gate Lydia Mazer, EA 127 Hickory Ln. San Mateo, CA, 94403 Phone: (650) 593-1401 Fax: (650) 593-5124 ljmazerea@gmail.com
Inland Empire Tammy Gayle Carter P.O. Box 2036 Beaumont, CA 92223 Phone: (951) 845-2625 Fax: (951) 922-6591 tgcarter@accuratetaxserv.com Los Angeles Kathleen Larsen, EA PO Box 74458 Los Angeles, CA, 90004-0458 Phone: (323) 935-7800 Fax: (213) 388-6463 Mission Larry N. Behage, EA, CFP 1999 S. Bascom Ave. Ste 700 Campbell, CA 95008 Phone: (408) 425-9132 Fax: (408) 448-4812 lnbehage@comcast.net North Bay Kenneth Rogers, EA 8728 Holly Leaf Dr. Windsor, CA 95492-8356 Phone: (707) 292-4868 Fax: (707) 838-8283 kennetharogers@msn.com Orange County Jean Krieger, EA 2100 Main Street, Ste 106 Irvine, CA 92614 Phone: (949) 954-8133 Fax: (949) 682-4816 jean@bchconsulting.net Sacramento Valley Leann C. Munro 1044 Hayer Circle Rio Linda, CA, 95673 Phone: (916) 992-6727 Fax: (916) 991-0125 munrolc@aol.com
San Diego Janet R. Morse, EA, CFO 2065 Arnold Way #103 Alpine, CA 91901-3850 Phone: (619) 445-5523 Fax: (619) 445-1421 jan@olbts.com San Fernando Valley Jennifer E. Coats 7120 Hayvenhurst Ave. #316 Van Nuys, CA 91406 Phone: (818) 997-8622 Fax: (818) 909-7599 jennifer@bernsteinfinancial.com San Gabriel Valley Melinda Thompson, EA 3436 N Verdugo Rd #210 Glendale, CA, 91208 Phone: (818) 542-6902 Fax: (818) 957-4629 melinda@ctssolutions.com Solano-Napa Teri L. Johnson, EA 144 Dream St Vacaville, CA 95687 Phone: (707) 452-0618 Fax: (707) 452-0660 teri@bookkeepingandmore.com South Bay Timothy Elkins, EA 1845 Plaza Del Amo #H Torrance, CA, 90501 Phone: (310) 618-1040 Fax: (310) 618-6811 thelk77@sbcglobal.net
10
CHAPTER TREASURERS
Big Valley Allen Farnum, EA 2153 Piccardo Circle Stockton, CA 95207 Phone: (510) 770-8375 Fax: (510) 657-9503 alsilvershadow@att.net
Central California Janice K. Arnold, EA, CFP 2350 W Shaw Ave #101 Fresno, CA 93711 Phone: (559) 221-1178 Fax: (559) 440-1060 janarnold@taxladies.net Central Coast Elizabeth (Lisa) Gonzalez, EA 4211 Broad Street, Ste C San Luis Obispo, CA, 93401 Phone: (805) 544-2895 Fax: (805) 544-2804 lgonzo@fix.net
Channel Islands Duane A. Johnson, EA 2390 Las Posas Road C445 Camarillo, CA, 93010 Phone: (888) 609-3391 Fax: (818) 285-8196 daja@dajafmc.com
East Bay Timothy Hintzoglou, EA 3000 Citrus Circle #203 Walnut Creek, CA 94598 Phone: (925) 930-7737 Fax: (925) 930-8988 tim@weplan.net
Far Northern California Mary Ann Beguin, EA 7015 Bohn Blvd Anderson, CA 96007-8515 Phone: (530) 242-6278 Fax: (530) 242-6935 ma4tax@gmail.com
Golden Gate Michael Huff, EA 5317 Mission St #A San Francisco, CA, 94112 Phone: (415) 239-4400 Fax: (415) 239-4407 Huff94@sbcglobal.net
Inland Empire Sharon Elgersma, EA 2551 S Euclid Ave Ontario, CA, 91762-6620 Phone: (909) 467-5433 Fax: (909) 467-5426 sharon@ddktax.com
Los Angeles Manuel Y. Wong, EA 317 W Las Tunas Dr. Ste 201 San Gabriel, CA 91776-1250 Phone: (626) 281-9022
Fax: (626) 281-4968 manuelw@pacbell.net
Mission Victoria Charvez, EA 1475 S. Bascom Ave, Ste 201 Campbell, CA 95008 Phone: (408) 246-6136 Fax: (408) 521-0493 tc@tax-goddess.com
North Bay Cathryn M. Laumer, EA 384 Bel Marin Keys Blvd, Ste 201 Novato, CA 94949 Phone: (415) 884-2951 Fax: (415) 884-2948 cathy-ea@sonic.net
Orange County Christine Davidson, EA 24192 Via Luisa Mission Viejo, CA 92691 Phone: (949) 305-6407 Fax: (949) 544-0011 chris@ocnumberz.com Sacramento Valley Phillip Glenn, EA 3071 Ridgeline Dr Rescue, CA 95672 Phone: (916) 217-7212 Fax: (866) 647-6075 phil@cypas.com
San Diego Jodie Herzig, EA 9748 Los Coches Rd #13 Lakeside, CA 92040 Phone: (619) 561-2681 Fax: (619) 561-4718 jodie@lakesidetfs.com San Fernando Valley Larry L. Gurewitz, EA 10380 Ilona Ave Los Angeles, CA 90064 Phone: (818) 884-4829 Fax: (818) 301-3233 larrylife@gmail.com San Gabriel Valley Donald Brunner, EA 4105 E Live Oak #A Arcadia, CA, 91006 Phone: (626) 447-8829 Fax: (626) 447-8825 taxsaver1@um.att.com Solano-Napa Ellen E. Wulf, EA 3035 Solano Ave Napa, CA 94558-4510 Phone: (707) 252-0442 Fax: (707) 252-7942 ellenw@atax.pro South Bay Kiak Tae, EA 1516 W Redondo Beach Blvd Gardena, CA 90247-3225 Phone: (424) 999-8829 kiakt@itsfg.com
11
CHAPTER BYLAWS CHAIRS
Big Valley Connie Ferrell, EA
PO Box 850 Soulsbyville, CA, 95372-0850 Phone: (209) 532-4053, x11
Fax: (209) 532-5209 Connie@FlavinEA.com
Channel Islands
Jennifer MacMillan, EA 1335 Bath Street, Suite A Santa Barbara, CA, 93101
Phone: (805) 882-0042 Fax: (805) 882-0027 jennifer@jmtax.com
East Bay
Salvador Romo, Jr., EA 30100 Mission Blvd Ste 9 Hayward, CA, 94544-7249
Phone: (510) 487-1691 Fax: (510) 487-1501
sromojr@taxandpayroll.com
Far Northern California Rex Cerro, EA
208 Elm St Red Bluff, CA 96080
Phone: (530) 527-8225 Fax: (530) 527-1006
rexea@lassentax.com
Golden Gate Jeffrey Savitz, EA 4205 Skymont Dr
Belmont, CA, 94002 Phone: (650) 591-9735
Fax: (650) 240-1866 jeffsavitz@usa.net
Inland Empire
Connie Bracher, EA PO Box 3278
Crestline, CA, 92325 Phone: (909) 338-0041
Fax: (909) 338-5609 connie@acorntax.com
Los Angeles
Antonia K.R. Enriquez, EA 1524 Rock Glen Ave Glendale, CA 91205
Phone: (818) 645-9550 Fax: (818) 507-1174 naniedgrt@aol.com
Mission
Joel D. Berk, EA 1065 Pine Street
Menlo Park, CA 94025 Phone: (650) 327-5664
Berk_jd@email.com
North Bay Kenneth Rogers, EA 8728 Holly Leaf Dr
Windsor, CA 95492-8356 Phone: (707) 292-4868
Fax: (707) 838-8283 kennetharogers@msn.com
Orange County
David S. Shashoua, EA 18552 MacArthur Blvd, #400
Irvine, CA 92612 Phone: (714) 760-4996
Fax: (714) 760-4996 dshasho1@att.net
San Diego
Roger Garay, EA 2065 Arnold Way #103 Alpine, CA 91901-3850 Phone: (619) 445-5523
Fax: (619) 445-1421 rogertax@ix.netcom.com
San Fernando Valley
Julian Fox, EA 18425 Burbank Blvd #215
Tarzana, CA, 91356 Phone: (818) 343-7055
Fax: (818) 343-0711 taxnut@gmail.com
Solano-Napa Anne T. Arms
1075 First Street Suite 6 Benicia, CA 94510
Phone: (707) 745-1040 Fax: (707) 745-0281 ArmsPnA@aol.com
12
CHAPTER EA EXAM CLASS CHAIRS Central Coast Elizabeth F. Gonzales, EA 4211 Broad St, Ste C San Luis Obispo, CA 93401 Phone: (805) 544-2895 Fax: (805) 544-2804 lgonzo@fix.net Channel Islands Dale R. Machalleck P.O. Box 5606 Montecito, CA 93150 Phone: (805) 450-2125 Fax: (866) 820-0299 taxguru4u@aol.com Far Northern California Rose Fulton, EA 208 Elm St Red Bluff, CA, 96080 Phone: (530) 527-8225 Fax: (530) 527-1006 roseeafulton@gmail.com Golden Gate Norman Golden, EA 1900 South Norfolk St, Ste 265 San Mateo, CA 94403 Phone: (650) 212-1040 Fax: (866) 661-1041 norman@goldentax.com
Inland Empire Donald Stacy, EA, MBA, CMA 15402 West Sage St, Ste 103 Victorville, CA 92392 Phone: (951) 230-9021 Fax: (951) 848-0971 taxhelpguy@reagan.com Sacramento Valley Sherri L. Battle, EA P.O. Box 160165 Sacramento, CA 95816 Phone: (916) 803-8570 Fax: (916) 514-9053 sherri@sherthai.com San Diego Christy Kohl, EA PO Box 190 Alpine, CA, 91903 Phone: (619) 659-1487 Fax: (619) 445-4002 Christy@ckohltax.com San Diego Roger Garay, EA 2065 Arnold Way, #103 Alpine, CA 91901 Phone: (619) 445-5523 Fax: (619) 445-1421 Rogertax@ix.netcom.com
Solano-Napa Gerald V. Pusateri, EA 1225 Travis Blvd, ste C Fairfield, CA, 94533 Phone: (707) 426-4396 Fax: (707) 426-4397 untaxit@pacbell.net
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CHAPTER EDUCATION CHAIRS Big Valley Connie L. Lorz, EA 1920 Tienda Dr, Ste 101 Lodi, CA 95242 Phone: (209) 333-8488 Fax: (209) 339-8631 clorzea@qbstax.com Central California Claudia Stanley, EA 5132 N Palm Ave PMB117 Fresno, CA, 93704 Phone: (559) 439-0197 Fax: (559) 439-8430 claudia@stanleycpa.com Central Coast Carole Boosz , EA 1723 Westfield Rd Paso Robles, CA 93466 Phone: (805) 674-8001 Fax: (805) 239-1242 cbzfive@gmail.com East Bay Alfred Wayne Wise, EA 1350 Hayes Street, B-14 Benicia, CA 94510 Phone: 707-634-4829 al@awisetax.com
East Bay Patricia Pringle, EA 6400 Village Parkway Ste 201 Dublin, CA 94568 Phone: (925) 320-7802 Fax: (925) 553-3515 eastbaytaxpros.com
Golden Gate Norman Golden, EA 1900 South Norfolk St,Ste 265 San Mateo, CA 94403-1183 Phone: (650) 212-1040 Fax: (866) 661-1041 norman@goldentax.com Inland Empire Patricia LaRue, EA 1381 N Sycamore Rialto, CA, 92376 Phone: (909) 874-5664 Fax: (909) 874-7430 bplarue@earthlink.net
Los Angeles Antonia Enriquez, EA 1524 Rock Glen Ave Glendale, CA 91205 Phone: (818) 645-9550 Fax: (818) 507-1174 naniedgrt@aol.com Los Angeles Pamela F. Price, EA 4525 Ambrose Ave Los Angeles, CA 90027 Phone: (323) 663-5727 Fax: (323)661-2770 pamelapriceEA@yahoo.com Mission Myra Thompson, EA 8483 Grenache Ct. San Jose, CA 95153 Phone: (408) 723-2402 Fax: (408) 723-3022 enrolled2@yahoo.com North Bay Robert Janes, EA PO Box 142 Point Reyes Station, CA, 94956-0142 Phone: (415) 663-8185 Fax: (415) 663-8189 MiniTax@svn.net Orange County Joyce Cheng, EA 31 Woodleaf Irvine, CA 92614 Phone: (714) 546-0445 Fax: (714) 546-2604 Dynasty53@gmail.com
Sacramento Valley Mary Philippsen, EA 6939 Sunrise Blvd, Suite 115 Citrus Heights, CA 95610 Phone: (916) 863-7767 Fax: (916) 863-7765 taxmary@btntax.com San Diego Roger Garay, EA 2065 Arnold Way #103 Alpine, CA, 91901-3850 Phone: (619) 445-5523 Fax: (619) 445-1421 rogertax@ix.netcom.com San Fernando Valley Mady Yehia, EA 522 North Glenkoaks Blvd Burbank, CA 91502 Phone: (818) 567-1595 Fax: (888) 567-0869 mady@securetaxfinancial.com San Gabriel Valley Jamie Gibson, EA 1173 Dixie Dr Ste 201 San Dimas, CA, 91773 Phone: (909) 592-5326 Fax: (877) 713-5224 cseasgv@thinair.info Solano-Napa Alma Guenther, EA 1225 Travis Blvd, ste C Fairfield, CA, 94533 Phone: (707) 643-2226 Fax: (707) 643-2222 almaea@pacbell.net South Bay George Van Buren, EA 1536 W. 25th Street - Ste. K San Pedro, CA, 90732 Phone: (310) 519-8600 Fax: (310) 519-8008 gavb@cox.net
14
CHAPTER FINANCE & BUDGET CHAIRS Big Valley Allen Farnum, EA 2153 Piccardo Circle Stockton, CA 95207 Phone: (209) 957-3361 alsilvershadow@att.net Central Coast Elizabeth Gonzalez, EA 4211 Broad St. Ste C San Luis Obispo, CA 93401 Phone: (805) 544-2895 Fax: (805) 544-2804 lgonzo@fix.net Channel Islands Lynne C. Sequeira, EA 79 Daily Dr. #187 Camarillo, CA 93010 Phone: (805) 904-5900 Fax: (805) 512-8101 lynnes@hotmail.com
Golden Gate Pamela Blair, EA 1318 Aberdeen Dr San Mateo, CA, 94402-1900 Phone: (650) 573-7530 Fax: (866) 228-7567 pam@cftax.com
Inland Empire Paul F. Cheatham, EA 8480 Red Oak Street Rancho Cucamonga, CA 91730 Phone: (909) 944-0446 Fax: (909) 944-5928 paul@rctaxhelp.com Los Angeles Manuel Wong, EA 317 W Las Tunas Dr Ste 201 San Gabriel, CA, 91776-1250 Phone: (626) 281-9022 Fax: (626) 281-4968 manuelw@pacbell.net Mission Victoria Charvez, EA 1475 S. Bascom Ave, Ste 201 Campbell, CA 95008 Phone: (408) 246-6136 Fax: (408) 521-0493 tc@tax-goddess.com North Bay Michelle Tanner, EA 1314 Grand Ave San Rafael, CA 94901 Phone: (415) 459-6966 Fax: (415) 459-7980 michelle@whipplecpa.com Sacramento Valley Glenn Philip, EA 3071 Ridgeline Dr. Rescue, CA 95672 Phone: (916) 217-7212 Fax: (866) 647-6075 phil@cypas.com
San Diego Jodie Herzig, EA 9748 Los Coches Rd #12 Lakeside, CA 92040 Phone: 619-561-2681 Fax: 619-561-4718 jodie@lakesidetfs.com Solano-Napa Alma V. Guenther, EA 1319 Travis Blvd, Suite D Fairfield, CA 94533 Phone: (707) 425-1865 Fax: (707) 425-4342 almaea@pacbell.net South Bay Fred S. Gonzalez, EA 3820 del Amo Blvd Ste 206 Torrance, CA 90503-2151 Phone: (310) 371-5699 Fax: (310) 371-5699 fsgonzalez@earthlink.net
15
CHAPTER LEGISLATIVE AFFAIRS CHAIRS Big Valley Kathy M. Rocha, EA 640 Geer Rd Turlock, CA, 95380 Phone: (209) 667-7012 Fax: (209) 667-7064 kathyrocha@sbcglobal.net Channel Islands Ridgway L. Pope, EA 268 N Ashwood Ave Ventura, CA 93003-1814 Phone: (805) 642-9363 cpaeas@yahoo.com East Bay Peggy Hall, EA 38 Freitas Dr Moraga, CA 94556 Phone: (925) 388-1040 Fax: (925) 376-9493 halloftaxes@gmail.com Far Northern California Rose Fulton, EA 208 Elm St Red Bluff, CA 96080 Phone: (530) 527-8225 Fax: (530) 527-1006 roseeafulton@gmail.com Golden Gate Donald Ellison, EA 2715 35th Ave San Francisco, CA, 94116-2815 Phone: (415) 664-7349 Fax: (415) 664-7349 donellisonea@sbcglobal.net
Inland Empire Joel Hendriks, EA PO Box 1 Yucaipa, CA, 92399 Phone: (909) 797-3140 Fax: (909) 797-3532 joel@myfinancialprospect.com Los Angeles Pamela F. Price, EA 4525 Ambrose Ave Los Angeles, CA 90027 Phone: (323) 663-5727 Fax: (323) 661-2770 pamelapriceEA@yahoo.com Mission Larry N. Behage, EA, CFP 1999 S. Bascom Ave. Ste 700 Campbell, CA 95008 Phone: (408) 425-9132 Fax: (408) 448-4812 lnbehage@comcast.net North Bay Joan C. Rodman, CPA, Esq 1629 Fifth Ave San Rafael, CA 94901 Phone: (415) 259-0593 Fax: (415) 259-0594 jcrodman@earthlink.net Orange County Jean Krieger, EA 2100 Main Street, Ste 106 Irvine, CA 92614 Phone: (949) 954-8133 Fax: (949) 682-4816 jean@bchconsulting.net Sacramento Valley Rajbir S. Bathla, EA 7610 Auburn Boulevard, Suite 5 Citrus Heights, CA 95610 Phone: (916) 768-6857 Fax: ( 916) 244-2705 rajbathla87@gmail.com
San Diego Roger Garay, EA 2065 Arnold Way #103 Alpine, CA, 91901-3850 Phone: (619) 445-5523 Fax: (619) 445-1421 rogertax@ix.netcom.com San Gabriel Valley Franklin Ruedel, EA 6035 N Bartlett Avenue San Gabriel, CA, 91775 Phone: (626) 286-9662 Fax: (626) 285-2107 taxprofrank@charter.net South Bay Rene’ A. Diaz, EA 370 S Crenshaw Blvd #E103 Torrance, CA 90503 Phone: (310) 328-9511 Fax: (310) 328-9034 rad943@aol.com
16
CHAPTER MEMBERSHIP CHAIRS
Big Valley Catherine Korelin, EA 4125 McHenry Ave, Space 43 Modesto, CA 95356 Phone: (209) 505-7568 Fax: (208) 575-4119 taxguruette@gmail.com
Central Coast Carole Boosz, EA 1723 Westfield Rd Paso Robles, CA, 93466 Phone: (805) 674-8001 Fax: (805) 239-1242 cbzfive@gmail.com
Channel Islands Maryann Hopkins, EA 2045 Royal Ave, #216 Simi Valley, CA 93065 Phone: (805) 522-7763 Fax: (805) 522-2323 maryann@profbkkp.com
East Bay Aida Q. Torres, EA 500 Alfred Nobel Dr #167 Hercules, CA 94547 Phone: (510) 724-6409 Fax: (510) 724-6620 aida@aidatorres.com Far Northern California Chelsey Forseth, EA 208 Elm St Red Bluff, CA 96080 Phone: (530) 356-7575 Fax: (530) 527-1006 ltpchelsey@gmail.com
Golden Gate Jeffrey L. Savitz, EA 4205 Skymont Dr Belmont, CA 94002 Phone: (650) 591-9735 Fax: (650) 240-1866 jeffsavitz@usa.net Inland Empire Jackie Kincaid, EA 5924 Mt View Ave Riverside, CA 92504 Phone: (951) 204-4882 Fax: (951) 687-1872 jkincaidea@gmail.com Los Angeles Shirley L. Charboneau, EA 1431 Colorado Blvd Los Angeles, CA 90004-0458 Phone: (323) 254-7120 Fax: (323) 254-1047 s.charboneau@yahoo.com Mission James R. Jenks, EA PO Box 4806 San Jose, CA, 95150-4806 Phone: (408) 275-8299 Fax: (888) 829-5532 jim@jandmtax.net North Bay Maribel Featherstone, EA 7704-B Bell Rd Windsor, CA 95492 Phone: (707) 838-8433 Fax: (707) 838-8636 mari@leasemark.com Orange County William Stewart, EA 31726 Rancho Viejo Rd #215 San Juan Capistrano, CA 92675 Phone: (949) 496-3458 Fax: (949) 545-0101 bill@sanjuanfinancial.com
Sacramento Valley Nichole C. Ralls, EA 6939 Sunrise Blvd, Ste 115 Citrus Heights, CA 95610 Phone: (916) 863-7767 Fax: (916) 863-7765 nikki@btntax.com San Diego Stephanie K. Matticks, EA 8240 Parkway Dr #107 La Mesa, CA 91942 Phone: (619) 697-2950 Fax: (619) 697-0578 stephanie007@sbcglobal.net San Fernando Valley Mady Yehia, EA 522 North Glenoaks Blvd Burbank, CA, 91502 Phone: (818) 567-1595 Fax: (818) 567-0493 mady@securitaxfinancial.com Solano-Napa Lillian Meyers, EA, CFP, CDFA 670 W Napa St, Ste C Sonoma, CA 95476 Phone: (707) 935-1124 Fax: (707) 935-7167 lillian@meyersfinancial.com
South Bay Linda Teixeira, EA 3661 Sawtelle Blvd Los Angeles, CA 90066 Phone: (310) 795-3926 Fax: (310) 477-7104 linda@lataxassociates.com
17
CHAPTER NEWSLETTER EDITORS
Big Valley Timothy Flavin, EA PO Box 850 Soulsbyville, CA 95372-0850 Phone: (209) 532-4053 Fax: (209) 532-5209 tim@flavinea.com Central California Laura S. Young, EA 1882 Tenaya Ave Clovis, CA 93611 Phone: (559) 960-9223 Fax: (559) 354-0916 lsyoung_ea@pacbell.net Central Coast Joseph N. Modica, EA, CFP 8380 Morro Rd Atascadero, CA 93422 Phone: (805) 461-5903 Fax: (805) 461-5922 joe@modicafinancial.com Channel Islands Russell Merrick, EA 340 Rosewood Avenue, Suite H Camarillo, CA, 93010 Phone: (805) 482-1850 Fax: (805) 987-3009 taxeagent@aol.com East Bay Robert L. Seymour, EA 241 Village Gate Rd Orinda, CA 94563 Phone: (925) 212-8062 Fax: (925) 666-2118 rlseymour4@comcast.net East Bay Patricia Gail Nanbu, EA 1615 Bonanza St, Ste 203 Walnut Creek, CA 94596 Phone: (925) 943-3993 Fax: (925) 943-3980 gail@pgnea.com Far Northern California Sandra Lamberson, EA 23456 Elk Trail E Redding, CA, 96003 Phone: (530) 547-4474 Fax: (530) 547-3004 slamberson@citlink.net
Golden Gate Norman M. Golden, EA 1900 South Norfolk St, Suite 265 San Mateo, CA 94403 Phone: (650) 212-1040 Fax: (866) 661-1041 norman@goldentax.com Inland Empire Diane M. Martin 11811 Mount Wilson Ct Rancho Cucamonga, CA 91737-7921 Phone: (909) 987-0540 Fax: (909) 987-7133 diane@gmartel.com Los Angeles Jyldyz B. Osokeeva 9100 Wilshire Blvd, Suite 601E Beverly Hills, CA 90212 Phone: (310) 285-3999 Fax: (310) 285-9876 jill@scltaxlaw.com Mission Susan Amaral, EA 90 W. Main Ave. #5 Morgan Hill, CA 95037 Phone: (408) 710-3234 Fax: (408) 782-7020 samaral@atgmh.com Orange County Dale E. Quelle, EA 14340 Bolsa Chica Rd, #A Westminster, CA 92683 Phone: (714) 899-2221 Fax: (714) 899-2224 4quelle@msn.com Sacramento Valley Alfred J. Kottman, EA, CFP P.O. Box 192 Lincoln, CA 95648 Phone: (916) 543-8151 Fax: (916) 543-8151 alwaysal2@yahoo.com
San Diego Steven Leibold, EA 3517 Camino del Rio South #406 San Diego, CA, 92108 Phone: (619) 294-4286 Fax: (619) 294-9908 sleibold@sdbizadv.com San Gabriel Valley Jamie Gibson, EA 1173 Dixie Dr Ste 201 San Dimas, CA, 91773 Phone: (909) 592-5326 Fax: (877) 713-5224 cseasgv@thinair.info Solano-Napa Duana A. Rios 900 N. Texas, Ste A Fairfield, CA 94533 Phone: (707) 673-4623 Fax: (707) 759-4382 duanariostaxoffice@yahoo.com South Bay Timothy Elkins, EA 20557 Eastwood Ave Torrance, CA 90503 Phone: (310) 618-1040 Fax: (310) 618-6811 thelk77@sbcglobal.net
18
CHAPTER PUBLIC INFORMATION & AWARENESS CHAIRS
Big Valley Vincent A. Mangiapane, EA 2138 Karen Alane Way Riverbank, CA 95367 Phone: (209) 835-2720 ext 2111 vmangiapane@petzent.com Channel Islands Linda Wall, EA 1068 E. Main St. #130 Ventura, CA, 93001 Phone: (805) 340-8822 Fax: (805) 667-8288 linda@evanstax.net East Bay Patricia A. Pringle, EA 6400 Village Pkwy, Suite 201 Dublin, CA 94568 Phone: (925) 320-7802 Fax: (925) 553-3515 eapattypringle@sbcglobal.net Far Northern California Karol M. Read 2611 Forest Ave #120 Chico, CA 95928 Phone: (530) 894-4041 Fax: (530) 894-5622 karol@chicotaxpro.com Golden Gate Denis Maurer, EA 244 Connecticut St San Francisco, CA 94107 Phone: (415) 850-1391 Fax: (415) 727-3555 dsmaurer@sbcglobal.net Inland Empire Gloria Williams, EA PO Box 270 Sun City, CA, 92586 Phone: (951) 928-6283 Fax: (866) 733-9429 gloriawilliams@gloriawilliamsea.com
Los Angeles Pamela F. Price, EA 4525 Ambrose Ave Los Angeles, CA 90027-1948 Phone: (323) 663-5727 Fax: (323) 661-2770 pamelapriceEA@yahoo.com
Mission Philip Levine, EA 501 N. Santa Cruz Ave, Ste A Los Gatos, CA 95030 Phone: (408) 402-3755 Fax: (408) 402-3725 p_levine@smallbizpros.com North Bay Adam Ladwig, EA 818 Fifth Ave #100 San Rafael, CA, 94901 Phone: (415) 457-5780 Fax: (415) 457-5925 adam@anspachfinancialgroup.com
Orange County Sebastian Herrera, EA 1665 Third St, Suite C Norco, CA 92860 Phone: (951) 735-8299 Fax: ( 951) 735-8802 Sebastian@billstaxservicenorco.com Sacramento Valley Rajbir Bathla, EA 7610 Auburn Blvd, Suite 5 Citrus Heights, CA 95610 Phone: (916) 768-6857 Fax: (916) 244-2705 Rajbathla87@gmail.com
San Diego Steven Leibold, EA 3517 Camino del Rio South #406 San Diego, CA, 92108 Phone: (619) 294-4286 Fax: (619) 294-9908 sleibold@sdbizadv.com
San Fernando Valley Robert J. Woodford, EA 15300 Devonshire St Ste 15 Mission Hills, CA 91345 Phone: (818) 894-4246 Fax: (818) 894-4247 zestie1@msn.com San Gabriel Valley Donald W. Brunner, EA 4105 E Live Oak Unit C Arcadia, CA 91006 Phone: (626) 447-8829 Fax: (626) 447-8825 taxsaver@um.att.com Solano-Napa Philip C. Correia 844 Union Ave. Ste C Fairfield, CA 94533 Phone: (707) 426-0920 Fax: (707) 434-8709 pcorreia@sbcglobal.net South Bay Alfonso Bundoc, Jr., EA 713 South Pacific Coast Hwy, Suite G Redondo Beach, CA, 90277 Phone: (310) 540-3434 Fax: (310) 543-0386 premier4@ix.netcom.com
19
CHAPTER SCHOLARSHIP CHAIRS Channel Islands Dale R. Machalleck, EA P.O. Box 5606 Montecito, CA 93150 Phone: (805) 450-2125 Fax: (866) 820-0299 taxguru4u@aol.com Far Northern California William Reilly, EA PO Box 1040 Palo Cedro, CA, 96073-1040 Phone: (530) 547-4474 Fax: (530) 547-3004 billea@citlink.net Far Northern Jennifer M. Wettemann, EA 22372 Blue Ridge Mountain Dr. Cottonwood, CA 96022 Phone: (530) 347-3395 Fax: (530) 347-3300 Jennifer_spoon@yahoo.com
Golden Gate Lydia Mazer, EA 127 Hickory Ln. San Mateo, CA, 94403 Phone: (650) 593-1401 Fax: (650) 593-5124 ljmazerea@gmail.com Inland Empire Pamela Jipp, EA 8300 Utica Ave, #191 Rancho Cucamonga, CA 91730 Phone: (800) 436-4199 Fax: (909) 912-8060 pam@topofthelinetax.com Los Angeles Antonia Enriquez, EA 1524 Rock Glen Ave Glendale, CA 91205 Phone: (818) 645-9550 Fax: (818) 507-1174 naniedgrt@aol.com
San Diego Roger Garay, EA 2065 Arnold Way #103 Alpine, CA 91901-3850 Phone: (619) 445-5523 Fax: (619) 445-1421 rogertax@ix.netcom.com
Solano-Napa Judith Lewis, EA 3045 Solano Ave Napa, CA 94558 Phone: (707) 257-7960 Fax: (707) 257-1877 Jlew97@aol.com
20
CHAPTER WEBSITE CHAIRS Big Valley Catherine Korelin, EA 4125 McHenry Avenue, # 43 Modesto, CA 95356 Phone: ( 209) 505-7568 Fax: (208) 575-4119 taxguruette@gmail.com Central Coast Joseph N. Modica, EA 8380 Morro Rd. Atascadero, CA 93422 Phone: (805) 461-5903 Fax: (805) 461-5922 joe@modicafinancial.com Channel Islands Robert Cantu, EA 944 Cliff Dr Santa Paula, CA, 93060-1265 Phone: (805) 525-8895 Fax: (805) 525-8895 rcea@cantutax.com East Bay Patricia Pringle, EA 6400 Village Pkwy Suite 201 Dublin, CA 94568 Phone: (925) 320-7802 Fax: (925) 553-3515 eapattypringle@sbcglobal.net Golden Gate Norman M. Golden, EA 1900 South Norfolk St, Ste. 265 San Mateo, CA 94403 Phone: (650) 212-1040 Fax: (866) 661-1041 norman@goldentax.com Inland Empire Gerald Watson, EA 11696 Prosperity Lane Moreno Valley, CA, 92557 Phone: (951) 242-8920 Fax: (951) 601-1795 gwatsontax@hotmail.com
Los Angeles Rosie Luz Orozco, EA 1774 Stearns Dr Los Angeles, CA 90035 Phone: (626) 337-4664 info@luzorozcoea.com Mission Miles Mikasa, EA 123 Capistrano Place Los Gatos, CA 95032 Phone: (408) 374-1736 mmikasa@aol.com North Bay Jeanette Hall, EA 15 Azalea Ave Fairfax, CA 94930-1526 Phone: (415) 250-4285 Fax: (415) 789-4273 Jeanette@marintaxprep.com Orange County Scott Grandfield, EA 3111 N. Tustin St. Suite 105 Orange, CA, 92865 Phone: (714) 921-2790 Fax: (714) 921-2794 sgrandfield@gtbsonline.com Sacramento Valley Rajbir S. Bathla, EA 7610 Auburn Boulevard, Suite 5 Citrus Heights, CA 95610 Phone: (916) 768-6857 Fax: ( 916) 244-2705 rajbathla87@gmail.com
San Diego Steven Leibold, EA 3517 Camino del Rio South #406 San Diego, CA, 92108 Phone: (619) 294-4286 Fax: (619) 294-9908 sleibold@sdbizadv.com
San Fernando Valley Lee Reams, EA 23760 Park Belmonte Calabasas, CA, 91302 Phone: (818) 338-8700 x240 Fax: (818) 743-0551 lee.reams@clientwhys.com
San Gabriel Valley Jamie Gibson, EA 1173 Dixie Dr Ste 201 San Dimas, CA, 91773 Phone: (909) 592-5326 Fax: (877) 713-5224 cseasgv@thinair.info Solano-Napa Alma Guenther, EA 1225 Travis Blvd, ste C Fairfield, CA, 94533 Phone: (707) 643-2226 Fax: (707) 643-2222 almaea@pacbell.net
21
NAEA OFFICERS
President Lonnie Gary, EA, USTCP Young, Craig + Co., LLP
2570 W El Camino Real, Ste 150 Mountain View, CA 94040
650-209-1818 lonnie@yccllp.com
President-Elect Terry Durkin, EA
67 South Bedford St, Suite 400 Burlington, MA 01803
978-535-7829
Secretary/Treasurer Laurie Ziegler, EA
211E Green Bay Avenue Saukville, WI 53080
262-235-4250 laurie@sassaccounting.com
Immediate Past President
Betsey Buckingham, EA 5269 Longford Rd
Huber Heights, OH 45424 937-335-3652
Betsey.buckingham.ea@gmail.com
National Association of Enrolled Agents 1120 Connecticut Avenue, NW, Suite 460
Washington, DC 20036 TEL: 202/822-NAEA (6232)
FAX: 202/822-6270 www.naea.org
22
NAEA DIRECTORS James R. Adelman, EA 1700 Southwest Blvd Tulsa, OK 74107-1730 Phone: (918) 584-4724 Fax: (918) 583-5637 jadelman@jraea.com Timothy Dilworth, EA, CPA 4489 E. Allen Rd. Howell, MI 48855 248-437-6010 timdilworth@yahoo.com Mike Fioritto, EA, CPA 860 Ansonia St. Ste 7 Oregon, OH 43616 Phone: (419) 693-1941 mfior85505@aol.com Jerry Gaddis, EA, MBA Tropical Tax Solutions 99353 Overseas Hwy, Suite 214 Key Largo, FL 33037 Phone: (305) 451-4829 jerry@tropicaltax.com Nancy Lyman, EA PO Box 937 204 S Main St. Rutland, VT 05701 802-775-7102 nancy@stevenswilcox.com Victoria A. McGinn, EA, CPA 38 Vautrin Avenue Holtsville, NY 11742-1624 Phone: (631) 730-8803 Fax: (631) 758-4983 vicki1219@aol.com
Richard R. Rhodes, EA 1551 Kuder Road Hinckley, OH 44233-9534 Phone: (330) 225-3928 Fax: (330) 225-3448 RichRhodesEA@gmail.com Jean Nelsen, EA 675 Carolina St San Francisco, CA 94107 Phone: (415) 824-8618 jeann@aol.com Craig C. Smith, EA, USTCP PO Box 2625 Newport Beach, CA 92659 Phone: (949) 200-7707 Fax: (949) 873-2723 craig@taxpros.info Richard M. Reedman, EA, USTCP
804 Salem Woods Dr. Suite 102
Raleigh, NC 27615
Phone: (919) 872-1657
rreedman@ra-cfe.com
Jeffrey A. Schneider, EA
SFS Tax & Accounting Services
15070 S. US Highway 1, Suite 203
Port St. Juice, FL 34952
Phone: (772) 337-1040
jeff@sfstaxacct.com
Michael S. Nelson, CAE Executive Vice President, Ex-Officio, NAEA 1120 Connecticut Avenue NW, Suite 460 Washington, DC 20036 Phone: (202) 822-6232 Fax: (202) 822-6270 mnelson@naea.org
23
NAEA COMMITTEE CHAIRS
Affiliate Council Linda Ward, EA 7500 E Arapahoe Rd Ste 208 Centennial, CO, 80112 Phone: 303-221-6691 Fax: 303-689-9434 linda13@lward.biz Audit Keith Stanton, EA Stanton & Associates 1055 W. Brynn Mawr Ave. Suite F302 Chicago, IL 60660 Phone: (615) 533-8191 keith@stantontax.com Awards Ray LaLuna, EA LaLuna Tax Service 731A Bridgeport Ave. Shelton, CT 06484 Phone: (203) 225-0411 ext.200 ray@lalunatax.com Bylaws Beth Keppel, EA 1212 Wind Chime Dr Waterford, MI, 48327 Phone: 248-505-4318 Fax: 888-629-7577 beth.keppel@comcast.net Education Alan Pinck, EA 2021 The Alameda, Suite 280 San Jose, CA 95126 Phone: (408) 298-7199 Fax: (408) 298-7192 alan@apinckandassociates.com Ethics & Professional Conduct Doug Lee, EA 158 Shelter Rd. Ronkonkoma, NY 11779 Phone: (631) 471-2470 douglas_t_lee@prodigy.net
Executive Lonnie Gary, EA, USTCP Young, Craig + Co., LLP 2570 W El Camino Real, Ste 150 Mountain View, CA 94040 Phone: (650) 209-1818 lonnie@yccllp.com Governance Mike Fioritto, EA, CPA 860 Ansonia St. Ste 7 Oregon, OH 43616 Phone: (419) 693-1941 mfior85505@aol.com Government Relations Gary Anspach, EA 818 5th Ave Ste 100 San Rafael, CA, 94901 Phone: 415-457-5780 Fax: 415-457-5925 gary@anspachfinancialgroup.com Nominating Betsey Buckingham, EA 5269 Longford Rd Huber Heights, OH 45424 Phone: (937) 335-3652 betsey.buckingham.ea@gmail.com PAC Steering Committee Al Thompson, EA Public Relations Steve DeFilippis DeFilippis Financial Group 1751 S. Naperville Rd. Suite 102 Wheaton, IL 60189 Phone: (630) 668-3030 steve@defilippisfinancial.com
24
CSEA OFFICE STAFF
Scarlett Vanyi, CAE
Cara Watson
Debi Nogle
Catherina Isidro
Leslie Cain
Jana Perinchief
Ashley Soy
Desiree Strange
Peggy Marshall
Gaby King
Executive Vice President svanyi@csea.org
Director of Member Services cwatson@csea.org
Education and Governance Manager dnogle@csea.org
Legislative & Public Affairs Manager cisidro@csea.org
Controller lcain@csea.org
Communications Coordinator jperinchief@csea.org
Marketing Manager asoy@csa.org
Membership Coordinator dstrange@csea.org
Human Resources Coordinator pmarshall@csea.org
Education and governance Assistant
gking@csea.org
California Society of Enrolled Agents 3200 Ramos Circle
Sacramento CA 95827-2513 Tel: 916/366-6646
Toll Free: 800/777-CSEA (2732) Fax: 916/366-6674
Website: www.csea.org Email: info@csea.org
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