(707) 255-8353
Info@greenvalleytax.com

About Green Valley Tax Services

"We deliver proactive tax strategy and year-round advisory—so you can reduce taxes, optimize wealth, and protect your legacy."

Green Valley Tax Services - How We’re Different.

Green Valley Tax Services is more than a traditional tax office. We provide strategic, year-round tax advisory for business owners, rental property investors, and families who want to reduce taxes, build wealth, and plan confidently for the future.

Owner Lillian Meyers is an Enrolled Agent (EA), Certified Financial Planner™ (CFP®), and Certified Divorce Financial Analyst™ (CDFA®) with 40+ years of experience in taxation, IRS/FTB representation, and financial planning throughout Napa and Sonoma County. This rare combination of credentials allows us to deliver more than compliance—we help clients make smarter financial decisions backed by tax strategy.

Whether you are managing a growing business, building a rental portfolio, or preparing for estate and legacy planning, we take the time to understand your full picture and provide clear guidance tailored to your goals. Our clients value our expertise, proactive planning, and the confidence that comes from working with a firm that stands behind every recommendation.

What an Enrolled Agent Can Do For YOU!

What an Enrolled Agent Can Do For YOU!

An Enrolled Agent (‘EA’) is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to strict ethical standards and have strict continuing education requirements.

Enrolled Agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Lillian can help you communicate with tax agencies such as the Internal Revenue Service, Franchise Tax Board, and other related governmental agencies. From penalties to liens and levies, Green Valley Tax Services provides a valuable service for those clients who must resolve their tax issues and does so in an efficient, cost-effective manner.

Meyers Financial Services, Inc. Financial Planning and Wealth Management Services

Lillian is also president, owner, and founder of Meyers Financial Services, Inc. located in Sonoma, California where she provides financial planning and wealth management services, including in retirement and divorce situations. Lillian’s expertise and broad global experience is an invaluable asset in working with her clients to understand and position their financial situations to work towards the life they envision! Lillian would be happy to invite you for a complimentary half-hour consultation.

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