Our Team

Peggy Bartsch

Enrolled Agent

Peggy has earned the privilege of becoming an Enrolled Agent - the highest credential awarded by the IRS and is current on IRS requirements for continued professional education. She attended the California University of Fullerton where she obtained her Bachelor of Arts degree in Business Administration - Finance. Plus, she also attended the National Tax Training School to become a Certified (or Licensed) Tax Consultant. With twenty years of Tax and Bookkeeping experience, Peggy has had the privilege to work with C-Corps, S-Corps, Partnerships, Non-Profits, and LLCs. Her high quality work ethic combined with her attention to detail, analytical thinking and problem-solving skills have made Peggy a very successful business woman adept at building long-lasting and trusted relationships with her clients. She is highly proficient in QuickBooks, Peachtree, Lacerte, ProSeries, CFS Payroll System, and Microsoft Office software applications.
QuickBooksPro Advisor
Tax Planning
Tax Preparation