We Are A Year Round, Full Service Tax, Accounting and Financial Services
firm specializing in the problems facing individuals and
small to medium sized businesses and Not-for-Profit Entities.
What We Provide :
Personalized Service Tailored to Your Needs
We listen to you and come up with creative solutions that meet your needs
Competent, Professional Advice and Work Product
We process hundreds of tax returns each year. You benefit from the wealth of experience we gain from our year-round practice.
We are here when you needs us (7 days a week during tax season) to provide prompt, effective service
Creative, Cost Effective Solutions
We can provide any level of support from tax returns or QuickBooks templates to family trusts or full business creation with turnkey accounting and payroll solutions.
Nicole Queeney, EA
Nicole is the president of Small Business Tax. She is an expert in taxation, IRS procedure and audits. She has successfully handled hundreds of IRS and FTB audits and appeals. Prior to starting SBT, she had her own manufacturer’s rep business selling mass spectrometry equipment and services to research organizations. She is a mechanical engineer by training but accounting and quick books are her passion (“math is more fun when there are dollar signs in front of the numbers”).
Paul Queeney, EA, MBA
Paul is an enrolled agent (enrolled to practice before the IRS), has an MBA from the Wharton School and a Masters in Taxation from Golden Gate University. Paul was recently the head of engineering for a start-up Biotech company where he helped sell his division (robotics for drug discovery) to a large Japanese chemical/pharmaceutical company. Prior to that he had his own engineering company with a diverse set of clients ranging from start-ups to Fortune 500 companies. Throughout his career Paul has held management positions at a variety of start-up companies including Powerwave Technologies (Santa Ana, CA) where he was Director of Project Management.
Eric Yoon, CPA
Eric graduated magna-cum-laude from California State University, Fullerton with a Bachelor of Arts degree in Accounting. Prior to joining us, he has worked about 3 years for a public accounting firm. He is a licensed CPA in California, and he has experience in various fields such as payroll tax, sales tax, income tax, and other special tax. He also works with other tax professionals, attorneys, financial advisors, and financial planners to resolve clients’ tax problems.
Tia Yoon, CPA, MST
Tia is a full-time tax accountant. She graduated cum-laude from California State University, Fullerton with a Bachelor of Arts degree in Accounting. Later, she also obtained a Master of Science degree in Taxation from the same university. As a licensed CPA in California, she has experience in dealing with various accounting and tax matters for a wide range of industry clients. Prior to joining us, she has worked over 7 years for a public accounting firm and most recently worked as an accounting manager for a tax and business solution firm specialized in New Media industry.
Jimmy Quach, MSA
Jimmy graduated with a Master’s degree in Accountancy from California State University, Fullerton. In the two years since he started working at Small Business Tax, he has become proficient in the use of QuickBooks and had experience resolving various issues involving payroll tax, sales tax, and income tax. Recently, he completed his QuickBooks online ProAdvisor certification, and currently, he is studying for the CPA exam with the intention to obtain his CPA license.
Your TAX Financial ADVOCATE
Call us at 714-221-8080