"We strive to provide our clients with thorough, proactive service."
Green Valley Tax Services is little different than a traditional accounting office just filing tax returns ― owner, Lillian Meyers, is an Enrolled Agent, Certified Financial PlannerTM, and Certified Divorce Financial Analyst™ bringing to her clients 30 + years’ experience in taxation, representation, and financial planning (please see below for Accreditation Definitions). Whether a large corporation, family, or individual with simple or complex tax returns, clients of Green Valley Taxes not only benefit from Lillian’s valuable skills, knowledge, and understanding about complex tax issues, but also her ability to truly understand each client’s unique situation.
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.
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.