Dollars and Sense consists of Enrolled Agents with over 30 years of tax experience combined. Our specialties for individuals include: sole proprietorships, landlords, complex stock compensation, new homeowners, and 1031 exchanges. We also specialize in small business tax planning including entity selection, S corporations, LLC’s and Partnerships.
Caroline Ann Murphy, Enrolled Agent
Caroline 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.
Dollars and Sense Business Service Providers
David Kibrick, Enrolled Agent
David Kibrick is an Enrolled Agent, licensed to practice before the Internal Revenue Service (121501-EA). He has an Associate’s degree in Accounting (Cabrillo College) and a Bachelor’s degree in Psychology (UCSC). He is also a Quickbooks Certified ProAdvisor (Online Advanced). David has experience and expertise in a number of tax areas, including complex individual returns, small businesses, trusts and nonprofits
Kathy Presto, Enrolled Agent
Kathy 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.
Chelsea Mandell, Data Analyst/Office Manager
Chelsea Mandell is the office manager and bookkeeper at Dollars and Sense. She has a bachelor’s degree from UC Santa Cruz in Biology but switched to a career of bookkeeping/accounting after operating a small business for 10 years. Chelsea manages the day to day operations at Dollars and Sense and offers bookkeeping services to clients with businesses.