Tax and Financial Planning
Dollars and Sense is lead by Caroline Ann Murphy, an Enrolled Agent, licensed to practice in front of the Internal Revenue Service. Since 1999, Dollars and Sense's mission is to provide individuals and corporations with comprehensive tax and financial services. We specialize in tax planning and preparation, tax reduction strategies and tax issue representation in front of the IRS. This includes audit and examination, appeals, and collections support. Additional services include accounting systems setup, entity structure selection, retirement planning, wealth management, 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.
Our business style is founded on the core values of integrity and customer service. We have a philosophical commitment to a balanced approach of maximizing quality of life now and in the future through tax and financial planning. We work by appointment only, to ensure your convenience and provide plenty of time for us to focus on your situation. A foundation of mutual trust is critical for establishing a business relationship that will help us realize your goals.
Caroline Ann Murphy, is founder, owner and President of of Dollars and Sense, Inc. Caroline is an Enrolled Agent, licensed to practice before the Internal Revenue Service (0096137-EA). Caroline Murphy has 20 years of experience in finance enjoys putting her knowledge to work for the benefit of you and your business entity.
Caroline Murphy, Enrolled Agent
Dollars and Sense
Office: (831) 461-4304
Fax: (831) 621-4714 (efax)
Kathy Presto, is the newest associate of Dollars and Sense, Inc. Kathy 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 is very competent in analyzing complex tax situations and is committed to finding solutions beneficial for you or your business.