Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success.  Our office offers a full range of professional services at a fair price, and gives you the individual attention that you deserve.  We maintain the strictest confidence concerning our clients’ affairs.  You can rest assured that no one will learn about your business or tax status – even the relatives, associates or friends who might have referred you to us.

Relief

Rest assured that when a need arises, our office is ready and capable to handle everything for you so you can focus on what matters most to you.  We are here for you year-round, not just during the tax season.  Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to contact us.

Staff Profiles

Owner & Tax Professional:  Susan Wallace

Susan Wallace, has been the owner of WTBS for 22 years.  She has a BS in Business Management and is licensed through the California Tax Education Council (CTEC), a member of NATP and an Enrolled Agent Associate.  She maintains and updates her knowledge of taxation with her annual tax update seminars, taking more than 30 hours of continuing education classes a year.  Her practice has always been family orientated and specialties include; Itemizing Expenses. Sole Proprietorships, Stock Sales, Rental Income and Fiduciary Returns.

Susan prefers to have personal interview with all her new clients.  She feels it helps to get to know the client better.  Once a client becomes a member of the WTBS family ask about our services for out-of-town/state and just busy clients.

Administrator and Tax Professional: Christine Link

Christine Link, is a member of CTEC, NATP and an Enrolled Agent Associate.  Christine maintains and updates her knowledge of taxation with her annual tax update seminars, of more than 30 hours of continuing education classes a year.  Christine handles all the daily operations of WTBS and schedules appointments.  Christine also prefers to conduct personal interviews with the client.