The tax specialists have been working together since 2007. They met while working at a national tax office in Lodi & Galt.
In 2018, they opened Pro Tax Solutions realizing they needed to expand to better service their clients. Continuing to learn and grow in their chosen field is important to each of them. They compliment each other and work together as a team.
Daniela has been in the tax industry for over11 years. She began her career as an assistant and quickly realized she loved the industry and became a registered tax preparer the following year. Working with her client with their tax needs, and developing a personal relationship with them is extremely important to her.
She understands the process of communicating with government agencies and is therefore our go to person for all IRS and Franchise Tax Boards letters/issues.
Daniela is available year round to assist with all your tax needs and is tri-lingual, Spanish & Portuguese speaking.
CTEC Registered #A178489
In 2005, Rubi decided to venture off to a new career and took an Individual tax return training class. Upon completion, she decided she loved it. The ability to assist and guide clients is what makes her so successful in her career. Getting to know her clients and assessing their needs is a priority.
Whether you own a business or rental property, Rubi is the one to go to. She continually challenges herself learning about small business.
Rubi is bi-lingual, speaking Spanish and is available all year round.
CTEC Registered #A148312
Jackie began her tax career in 2006. She began working as an assistant in a tax office and realized she really wanted to work with clients and help them with their tax needs. Client relationships are very important to her. Knowing her clients allows her to ask better questions and ultimately prepare the best possible tax return.
Jackie is available year round for tax preparation and tax planning by appointment.
CTEC Registered #A148150