About Us

Our firm has been located in Fullerton since 1965.

Tax Services

The office consists of three Enrolled Agents to assist you:

  • Squire S. “MAC” Burke
  • Melissa Burke
  • Jonathan Berman

As Enrolled Agents we are experts in all areas of taxation.

If we don’t know the answer to a question, we know where to look.

What is an Enrolled Agent (EA)?

An EA is a federally-authorized tax practitioner who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals.

Accounting Services

Our bookkeeping department is headed by Amy Sanchez. She is a Registered Tax Return Preparer and has over 13 years of bookkeeping experience dealing with partnerships, corporations and other entities.