We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Prentice began working for Books and Taxes in 2014 as a full charge bookkeeper. He is responsible for entering all transaction to client’s books, reconciling bank statements, and keeping track of accounts payable and accounts receivable when necessary. Prentice was in the Army Reserve for 8 years where he worked as an Administrative Specialist. Prentice attended Heald College where he earned his certificate in Accounting. During his free time he enjoys watching movies and sports.
Prentice is also a Notary Public. Drop on by whenever you need a document notarized.
Harumi is a California Tax Education Council (CTEC) registered tax preparer. Harumi has been preparing tax returns for 15 years for individuals and small businesses. She started in 2001 with the H&R Block and joined Books & Taxes in 2004. She also assists in bookkeeping duties when time permits. Harumi is currently studying for he Enrolled Agent (E.A) examination – we wish her luck. Harumi is able to help clients in English, Spanish and Japanese. Harumi is married and has a daughter. When not busy being a mom, she enjoys reading, gardening, and the outdoors.
Luis is a CTEC tax preparer and works closely with Raul on completing tax returns for individuals, partnerships, and corporations. He also help with any bookkeeping tasks that are needed. In 2015, Luis earned a Bachelor of. Science in Business Administration with an option in Finance and a Bachelor of Arts in Economics with an option in Accounting. During his free time he enjoys hiking and Mountain Biking and spending quality time with his family.
Raul Leon, EA
Raul has over 20 years of experience preparing tax returns. He founded Books & Taxes in 2001 and the company has been growing since.
In 2003 Raul became an Enrolled Agent (EA). An EA is a federal-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels – examination, collection, and appeals – of the Internal Revenue Service.
In 2011 Raul graduated as a National Tax Practice Institute (NTPI) Fellow. The National Tax Practice Institute is the nation’s premier tax representation training program and is sponsored by the National Association of Enrolled Agents. NTPI’s mission is to develop and enhance the knowledge and skills needed to represent taxpayers before the Internal Revenue Service.
Raul always tries to explain the tax code in simple terms and simplify processes as much as practical. He is always looking for options and keeps the clients best interest in mind.
Dalia supports both bookkeeping and payroll functions and is responsible for keeping track of payroll liabilities. Dalia received a certificate in accounting in Mexico and she currently continues her accounting studies at Laney College in Oakland. During her spare time she enjoys playing volleyball and she likes to sing.
In interacting with clients daily, I find it fulfilling that I am able to take the time to explain bookkeeping, tax, and payroll processes in simple terms, reduce their stress, and make those areas accessible to them.
Me encanta ayudar a empresarios en el área financiera y tributaria. Soy de las personas que siempre va a buscar una solución a un problema que tengas, haciendo que las cosas fluyan mucho mas efectivamente y con un buen resultado
La contabilidad tributaria siempre tiene algo nuevo que ofrecer, siempre están cambiando las leyes y los cálculos de impuestos. Estos cambios afectan directamente a nuestra economía ya sea personal o empresarial. El hecho de poder conocer como funciona nuestro sistema tributario determina el pago correcto de los impuestos.
Si yo transmito a mis clientes como funciona el sistema tributario, ellos pueden realizar planes a corto, mediano y largo plazo, porque los impuestos son parte fundamental de nuestros gastos empresariales y/o personales. Utilizando estrategias tributarias hacen que el dinero tenga mayor valor al tiempo, haciendo que nuestra rentabilidad sea mayor a lo esperado.