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Leonard W. Williams, CPA

Leonard W. Williams, founder and owner, has an M.S. in Taxation from California State University, Hayward and an undergraduate degree in Engineering from the University of Michigan. He is a member of the Tax Committee of the California CPA Society. Leonard has attained national acclaim both as a frequent speaker at professional tax seminars and for numerous articles in professional magazines.

For years, clients have used Leonard's experience and analytical skills to assist them in making profitable investment decisions. Additionally, he is known for his articles on the tax aspects of real estate investments which have appeared in Apartment Management magazine for over thirty-five years.

Elaine Raitt, CPA

Elaine Raitt, (pronounced Rate) is a graduate of Wellesley College in Massachusetts. She has had fifteen years of comprehensive experience preparing tax returns for professional people, investors, trusts and estates.

 

Lilian Rejbrand, Enrolled Agent*

Lilian Rejbrand (pronounced Reybrand) attended the University of Upsala in Sweden. She has over fifteen years of comprehensive experience in preparing tax returns for professional people and inventors.

Jim Campbell, Enrolled Agent*

Jim Campbell graduated from the University of Illinois and owned his own practice in Sunnyvale for may years. He sold that practice, tried early retirement for awhile, and has returned to tax work full time.

Brenda L. George, Enrolled Agent*

Brenda L. George is an accounting graduate of the California State University, Hayward, where she was on the dean's list and was president of the Honorary Accounting Society. She has had over 10 years of experience in tax work, both in industry and the public sector, including having worked for one of the national CPA firms. She also has had extensive experience in dealing with the tax situations of people who have moved into the United States from other countries.

Ed Trischmann, Senior Tax Staff

Ed Trischmann has been with the firm since 1994. He holds a B.S. in mathematics from Loyola University in Chicago and an M.S. in computer science from Purdue University. Besides tax work, Ed is our in-house information technology specialist.

Kent Ahnlund, Tax Staff

Kent Ahnuld joined the firm in 1995. He is a graduate of Bellermine Preparatory in San Jose and holds an accounting degree from San Jose University. He retired early as the chief financial officer for an historic San Jose business.

Patti Cohen, Enrolled Agent*, Tax Staff

Patti Cohen joined the firm in 2000. She graduated from San Jose State University and also has an accounting degree from DeAnza College. In addition to doing tax work, Patti is our in-house bookkeeper.

Beth Campbell, Tax Staff

Beth Campbell worked for many years as a tax preparer in a family-run business before taking a leave of absence to perform volunteer work. She has returned to the tax profession as a member of our technical staff.

Paula Holcomb, Office Administrator

Paula joined the firm in 1993, after having done office work for the Sunnyvale Department of Public Safety and Kodak. She answers general questions about the firm, relays messages, schedules appointments, and handles the many details that keep the office running smoothly.

*An enrolled agent is licenced by the federal government after passing a comprehensive two-day IRS examination and background investigation. Only CPAs, enrolled agents and attorneys are permitted to represent taxpayers before the IRS in tax disputes. CPAs and enrolled agents are required to maintain at least 40 hours of continuing professional education annually.