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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.
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Elaine
H. 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.
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Joan M.
Niemeier, CPA
Joan Niemeier
(pronounced Nee-Myer) graduated from San Jose State
University. She has over twenty-five years of
experience in taxation and has worked for local CPA
firms in San Jose and Palo Alto. In addition, she
had her own CPA firm for several years, focusing on
individuals, trusts and small businesses.
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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.
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Edward
W. 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.
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T.
Patricia 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.
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Paula
J. 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.
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Seasonal
Tax Help:
Margaret
M. Finney, Enrolled Agent*, Tax
Staff
Max Baer,
Tax Staff
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*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.
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