Tax and Financial Planning

Dollars and Sense's mission since 1999 is to provide individuals, families and corporations with comprehensive tax services. We specialize in tax planning, preparation and representation. This includes audit and examination, appeals, and collections support. Additional services include accounting systems setup, entity structure selection, retirement planning, budgeting, forecasting, property analysis and proformas, incorporation, entity structure consulting and other financial services.

We also offer corporate contract services which include proactive tax credit analysis, consulting, quarterly financial review, strategy development, and representation.

We work by appointment only, to ensure your convenience and provide plenty of time for us to focus on your situation. We are located in downtown Santa Cruz just north of the clock tower.

Caroline Murphy - Dollars and Sense InfoCaroline Ann Murphy is founder, owner and CEO of of Dollars and Sense, Inc. Caroline is an Enrolled Agent, licensed to practice before the Internal Revenue Service (0096137-EA). Caroline enjoys putting her knowledge to work for the benefit of you and your business entity.

CarolineMurphy, Enrolled Agent
Chief Executive Officer
DollarsandSense,Inc
dollarsandsenseinfo@gmail.com
Office:(831)461-4304
Fax: (831) 621-4714 (efax)

 

Caroline Murphy - Dollars and Sense InfoKathy Presto is an Enrolled Agent, licensed to practice before the Internal Revenue Service (105730-EA), and holds a Masters degree from the University of Washington. Kathy’s expertise is researching and analyzing complex tax situations and is committed to finding strategies beneficial for you or your business.

KathyPresto, Enrolled Agent
Chief Operating Officer
DollarsandSense,Inc
kathy.dollarsandsense@gmail.com
Office:(831)461-4304
Fax: (831) 621-4714 (efax)


Dollars and Sense
2030 N. Pacific Ave. Unit D
Santa Cruz, Ca 95060
Click here for directions
Office: (831)461-4304
Fax: (831)621-4714 (efax)
dollarsandsenseinfo@gmail.com