Graduate from the University of Southern California (USC) and California State Universitiy, Fullerton.  Credentials include a Masters in Public Administration, Bachelors in Accounting and Finance.


Professional licenses  include: Real Estate Broker, Mortgage Broker, Income Tax Preparer.

Have been in the business of income tax preparation since 1975. 


PTIN P00044321. CTEC A06047

Bond # TP22232375

​Carlos Herrera

Mary Herrera

Manages and coordinate all the activities in the office including the electronic transmissions of income tax return to the IRS and the State.

Licensed Real Estate Agent, Income Tax Preparer, Notary Public.

PTIN P00010414.  CTEC A003390

Bond # TP97629418.1


​Tax Preparers are designated as registered tax return preparers by the Internal Revenue Service and the State of California.  



Company Founders