TEL: 714.625.4111
About Us
Our staff features two experienced Enrolled Agents plus one CTEC-licensed tax pro. We specialize in all individual tax returns as well as LLC, Sole Proprietorship, Trust, Estate, S Corporation, Corporation, Nonprofit, and Partnership business returns. Additionally, we prepare all state tax returns. We are open year-round, including on weekends and evenings. Our fees are based upon the complexity of your return. We do not charge by the hour. Please try us out. Bring a copy of last year's return in for a free consultation and fee estimate.
We guarantee your satisfaction!
JD Rinde, E.A.
His background includes over 44 years as a tax professional. Experience includes 31 years in management as Instructor and District Manager at H&R Block, the world's largest income tax preparation company. He is an Enrolled Agent, registered with the IRS to represent clients. His specialties are tax planning, investments and IRAs, small business, rental real estate, corporations, and trusts & estates.
Peter Globe, E.A.
Pete has over 35 years in the tax preparation business, including 26 tax seasons at H&R Block. He is an Enrolled Agent and has earned his U.S. Tax Court Practitioner designation. His expertise includes audit representation before the IRS. Pete specializes in Trusts & Estates, Partnerships, Corporations and Sole Proprietorship returns.
Steve Shea
Steve prepared taxes for United Way VITA and AARP for 5 years prior to starting at HB Family Tax. He is certified by CTEC as a licensed tax preparer. He enjoys preparing all types of individual tax returns including rentals, small business, and investments. He also can provide Roth conversion strategies.
Tony Ramirez
Tony is our Office Manager. He started with our company 8 years ago during our first year in business. He has over 15 years’ experience in customer service. Tony enjoys meeting and serving all of our clients as they come in to do their taxes.