My Firm

Mission Statement

To empower people and build a stronger community by providing knowledge, resources, and financial tools to make the best-informed decisions.

Filing your taxes doesn’t have to be a messy, complicated process. Recent tax reform and growing complexity from gig jobs, rentals, and business ventures can make calculating your tax return an overwhelming task. 

At The Willow Glen Tax Lady, I have combined technology with human intelligence, to make the tax preparation process seamless and stress-free. 

I believe that working with a tax expert helps drive better financial outcomes. And when it comes to tax planning and breaks, one mistake can cost you. 

I have developed this website to keep you up-to-date with the latest tax law changes and tax planning strategies. Let me simplify your life! Need a copy of your tax return? Get it fast by accessing your documents anytime with my password secure portal. Want the latest tax deadlines delivered to your e-mail box? Sign up for my e-mail client newsletter full of valuable tax planning strategies.

You can count on me for professional, timely and reliable services, which include the following:

  • Tax Preparation & Planning

  • Personal Tax Returns

  • Out-of-State & Multi-State Returns

  • Individual Tax Planning

  • Authorized IRS E-file Provider

Feel free to contact me by phone at (408) 449-9385 or via e-mail: I look forward to assisting you with all of your tax and financial needs.