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| ValueStar Service Provider Profile |
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| ATS TAX & FINANCIAL SOLUTIONS, INC.
1075 1st St Ste 6
Benicia, CA 94510
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| ValueStar Industry Codes |
- Accounting & Bookkeeping
- Enrolled Agents
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| Starting Year |
1986 |
| Employees |
9 |
| Hours Of Operation |
9-5pm M-F, Extended hours during tax season |
| Directions |
Hwy 780 to Benicia and take the 2nd Street exit - go toward the water. Take a right at Military. Your next Left is First Street. Go one block and we're on the right hand side after the park (1075 First St.) Please park in the back and go upstairs in front to Suite 6. |
| Specialties |
We specialize primarily in individual and small business tax returns, collection and audit representation/negotiation, tax planning and consulting, decedent and estate tax returns, and prior year tax filing.
We also have a working relationship with an Estate/Trust Attorney, Mortgage Broker, and Payroll Service Provider.
In addition to tax return preparation, bookkeeping, and related tax consulting and representation, we offer the following financial services:
- Credit Repair & Budgeting
- College Planning And Educational Savings Plans
- Estate Planning, Wills & Trusts
- Life, Disability, and Long-Term Care Insurance
- Investing and Retirement Plans
- Mortgages and Refinancing
- Mortgages and Refinancing
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| Philosophy |
“To provide a level of top quality service consistent with the standards of the Enrolled Agent Profession. My goal is to educate the average taxpayer as to their tax obligations and rights, and how the specialized services of an Enrolled Agent can best help them. |
| Managers' Backgrounds |
A native of Northern California, Sylvia attended Whitworth College in Spokane, Washington where she majored in Quantitative Sociology, a field of study that combined the talents of working with both numbers and people. |
| Training & Education |
ATS Tax & Financial Solutions Inc. now has 9 Angels on its staff: 3 Tax Preparers, 1 Business Accountant, 4 Office Support Angels and our new Angel who handles various financial services including notarizing documents. We also have a working relationship with an Estate/Trust Attorney, Mortgage Broker, and Payroll Service Provider. |
| Date of Certification |
March 15, 2006 |
| License Information |
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| . . . and has passed ValueStar's tests for: |
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Licensing |
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Insurance |
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Financial Stability |
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Legal Status, and |
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Delivery of High Levels of Customer Satisfaction, |
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as measured by surveys of confirmed customers.
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| . . . and receive ValueStar's $1,000 Money-Back Satisfaction Guarantee and ValueStar Rewards. |
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