Start Here - 2023 Tax Return Questionaire
Get ready for taxes:
Here’s what's new and what to consider when filing in 2023
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Sonoma Valley Tax Service
259 West Spain Street
Sonoma, CA 95476
(Across from the First Congregational Church)
Cobb Mountain Financial Services
16295 Highway 175 Suite B
Cobb, CA 95426
(Located next to Mountain High Coffee House
in Mountain Meadows Shopping Center)
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Thomas W. Stubbs, EA - Financial Services

(707) 928-4400

(925) 788-7984 (Cell)

December 30, 2023

I hope 2023 was a healthy and prosperous year for you in spite of the pandemic we find ourselves in. Whether it was or wasn't--- I am available and at your disposal to assist and help you sort through all of your tax matters. I have included our annual Questionnaire/Tax Organizer which should prove helpful as you father the important information needed to prepare your 2023 tax return.

My business is built on providing you with the best in tax preparation services and up-to-date information regarding the tax code and how it impacts you. As an Enrolled Agent (EA), I am require to update my skills/tax knowledge annually. As an EA, I have been licensed at the federal level by the IRS, this is the highest credential awarded by the IRS. As always, as part of my complete service to you, please do not hesitate to contact me if you have any tax related questions that you need answered before, during or after the preparation of your tax return. I work year-round and I always try to provide day response to all inquiries.

We are pleased to announce that we are expanding our business this year to offer BOOKKEEPING and NOTARY services! We now have a Certified Public Bookkeeper (CPB) and Notary Public on staff who is ready to assist you with your needs. Contact Andrea "Andi" Stubbs at (707) 204-9794 (or the phone numbers in my letterhead) for more information.

My business continues to be in two locations which can be found in the "Locations" tab.

Respectfully,

Thomas W. Stubbs, EA, MA