Our Values

The Values we base our practice on include:

  • Professionalism

Professionalism means many things, but we focus on treating you as we'd like to be treated; and

We expect to provide your work on time, at the price promised; and

All work done as accurately as possible, the first time; and

We always try to communicate clearly. (If we don't succeed, please ask for another explanation!)

  • Competence

As evidence of competence, I (Eric) am:

  • An Enrolled Agent (EA), enrolled with the IRS since 2006.

  • A member of NAEA (National Association of Enrolled Agents).

  • A member of CSEA (California Society of Enrolled Agents).

  • A member EBAEA (East Bay Association of Enrolled Agents).

  • A Quickbooks ProAdvisor. 

Continuing Professional Education: while the IRS requires Enrolled Agents to have at least 24 hours/year of CPE, the NAEA requires 30 hours/year. This on-going CPE insures I keep current on tax matters, which is a challenge since tax laws are constantly changing! 

In addition, Janet Chew, EA is on our team. Janet has been an Enrolled Agent for over 20 years, having spent many years with H&R Block and then worked with us for over 15 years. She has also taught tax classes, and is also a member of NAEA and CSEA. 

  • Fun!

What? How can a business have fun? 

I got into tax work because I needed additional revenue; I stayed in it because I like it!

I like it because I derive great satisfaction (joy, even!) from providing a quality service to people.

I like it because it's problem-solving.

I like it because many people are either intimidated by tax law (that's understandable!), or have other loves beside numbers. I happen to love numbers and solving logic puzzles!

I like it because I like my clients and enjoy being a part of their life, even if it's a small part. 

I like it when I can take a confusing, anxiety-producing situation, and break it down into a workable solution, and put my client at ease. 

I would be happy to discuss your situation, and how our approach might work for you, at any time. Please email eric@vale-tax.com or call 925.483.2887!