Scottsdale professional headshots

Edward Smith

schedule a free consultation

I am glad you took the time to ask about my services. I look forward to helping you with your taxes

credentials

contact

+1(512) 815-3829
marintax@sbcglobal.net

454 LAS GALLINAS AVE 351

SAN RAFAEL CA 94903

bio

Scottsdale professional headshots

My was as a CEO in the automotive business and entered the tax field in 1998 becoming an enrolled agent shortly after.. I get a great deal of satisfaction helping people with tax problems and finding solutions that make their life easier.

q & a

What characteristics do your favorite clients share?

Clients needing business or real estate returns prepared. Clients needing resolution of tax issues with IRS or state.

Why should a client hire you?

Provide free review of last 2 years tax returns; work with the client to find all their deductions; answer phone, text or email's within 24 hours; explain their tax return; make suggestions for tax planning.

Describe a time where you went beyond expectations when working with a client.

I always go the extra mile to find the best solution for the client. This often means devoting more time than anticipated.

What single project or task would you consider your most significant accomplishment in your career to date?

Saving more than $1 million dollars in taxes for 15 clients through the IRS Offer in Compromise program.

education

UC Berkeley

Bachelor of Business Adm.

1959

business info

EMS Tax Solutions

Established 2000

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 05:00 PM
Saturday 10:00 AM - 02:00 PM

travel

My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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