Your Experienced Tax Team!
Experienced & Trusted
Juris Doctorate | Enrolled Agent
Sergio Melendez
Sergio has 19 years+ of experience with tax work. A veteran of the US military, serving honorably in the United States Marine Corps during the events of Sept 11, 2001. After his service, Sergio focused on studying business, taxes & accounting, graduating with a bachelor’s degree. He furthered his studies and graduated from law school earning his Juris Doctorate. Sergio is married, with three kids, residing in Orange County.
Enrolled Agent
Jeff Pachuilo, EA
Jeff has over thirty years experience preparing all types of tax returns and representing clients before the IRS. Jeff graduated from the University of Arizona in 1979 with a commission in the United States Army. At his first Army Duty Station, he started out as a volunteer tax preparer as the designated Tax Officer, where he continued taking on the Tax Officer position throughout his military career. Upon leaving the US ARMY, Jeff continued to apply his skills as a volunteer with the IRS VITA program. In this capacity he initiated VITA programs wherever he resided. Jeff went on to earn the Enrolled Agent which advanced his tax abilities to represent clients as a power of attorney on behalf of clients with the IRS. Jeff finds the work rewarding and always enjoys reading the ever changing tax code. Keeping up with the tax code is one of the more important aspects of his profession.
Registered Tax Preparer
Emerald Churchill, CTEC
Emerald has 15+ years of accounting and tax experience, having previously worked for a CPA in Yorba Linda, CA. She is a CTEC Tax Preparer and has been certified with CTEC since 2014. She enjoys helping clients complete their tax returns and is currently working towards getting her accounting degree. Emerald is married, with one daughter, and one dog, residing in Yorba Linda.
Let Us Help:
Dear Friend,
I hope you’ll forgive me for being blunt.
I am Sergio Melendez, I’m a JD, EA and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
Click the button on this page to take your first step. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Orange County Area.”
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Already ready to come in?
I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at 714-862-1833 we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
Talk again soon,
Sergio Melendez, JD, EA