December 15, 2020
Dear Friends and Clients:
Over these many years, it has been a privilege to serve you as your tax preparation firm.
Beginning with this tax season, we have joined with the team of Beeson, Hoffman & Siddall, Inc. (BHS) for your tax preparation and accounting services. We have known the BHS team for many years.
The Whittier office will remain open, the phone number will be the same and your Whittier Team will continue as before. Tom will still be in the office every day as he has been for many years. However, your tax organizer will be issues by BHS and your tax returns will be signed by BHS. Otherwise, there will be no other changes in your service.
We will have Gordon Hoffman from BHS in our Whittier office for parts of the tax season, and he looks forward to meeting many of you as you drop off your tax documents. Some of you may know Gordon, who has been a Whittier resident for over 30 years.
Thank you for your continued friendship and business. We look forward to continuing our service to you. Please call or email if you have any questions.
Thomas L. Theisen, CPA & Gordon Hoffman, CPA
Thomas Theisen Sr., CPA
Tom has been in public accounting since 1965. After five years with Price Waterhouse & Co. he established this firm in 1970. He specializes in individual and business tax returns and estate planning. Tom graduated from California State University at Los Angeles with Honors in 1965 with a Bachelor of Science degree in Accounting.
Briana joined our firm in 2014. She has many years of tax preparation experience and is an enrolled agent. She will continue to prepare taxes for the Lawrence tax clients as she has in the past.
Paul has been preparing and processing tax returns for over 25 years. He provides back-up for other staff members and E-files all income tax returns.
Sofia Gallegos, Assistant to the Office Manager
Sofia joined our firm in 2016. She graduated from California State University at Los Angeles in 1991 with a Bachelor of Science degree in Accounting. She will support our staff in both tax and bookkeeping services.
Lainie Valero, Receptionist
We are pleased to have Lainie join our firm for the 2015 tax season. She has been providing tax services for the past five years and she is a registered CTEC tax preparer. She is in charge of our first impression program and supervises all data entry.
We have five experienced employees available to make sure your taxes are prepared efficiently and accurately.