Wendy Coggins, EA

Tax Preparation and Audit Representation

 
 

Ms. Coggins is a 20+ year veteran tax accountant.  Enrolled to practice before the Internal Revenue Service since 1991.  Her clients appreciate her authenticity and logical approach to tax issues and law interpretations.   “The tax law becomes more complicated with each administration and the value of Wendy’s insightful and thorough understanding proves to be priceless year after year.” 


Client Testimonials


“I am so grateful to have Wendy Coggins in my court.  She explains things to me in a way that I understand and she empowers me to make changes now that will save money in taxes and help me plan my future at the same time.”


“She is wonderful!  We look forward to our tax appointment every single year.  Wendy arrives with a smile on her face, a complete understanding of our tax and financial situation and she makes an otherwise complicated annual event a pleasure”


“Wendy Coggins has received numerous business and community service awards.  She has contributed countless hours to volunteering and helping others through charity work, public speaking and awareness campaigns, and fundraising.”


Services


Business and financial consultant with special expertise for small business.


Federal and Multi State income tax preparation.  Individual, Corporations, Trusts, Partnerships and Non-Profit organizations.


e-file and direct deposit.  Federal refunds in less than 10 days.

Audit representation with all federal and state agencies.


Business plan research, analysis and presentation.

Public speaking and training sessions in business, tax and other topics.

Business valuations for sale and estate planning purposes.

Internal Revenue Service + Enrolled Agent + Lic. #49070 issued April 1991

Montecito, CA

1260 Coast Village Circle,

Montecito, CA 93108

Ph: (805) 708-5312 or ((805) 969-4764

Fax: (805)  969-1325

EMAIL:  wendy.coggins@yahoo.com