When taxes get complicated, Elizabeth Ferreira gives East Bay families and businesses a clear next step.
GTS & Associates combines tax preparation, planning, bookkeeping, and IRS representation with a real local team—helping clients understand what is needed, what is happening, and what comes next.
Received an IRS or California tax notice? Get Help NowYear-round support for individuals, businesses, estates, trusts, and taxpayers facing IRS or state issues.
Choose the path that matches your situation.
Each path leads to a focused service page and an intake form that asks only what is needed to route your matter to the right person.
I need my taxes prepared
Personal, business, estate, trust, prior-year, amended, and approved multistate returns.
Start with tax preparationI need help keeping my business organized
Bookkeeping, reconciliations, payroll and sales-tax reporting, financial statements, and recurring accounting support.
Business and accounting supportI received a tax notice
IRS, California Franchise Tax Board, EDD, or other tax-agency correspondence.
Get help with a noticeI need to plan ahead
Estimated taxes, business decisions, retirement, property transactions, investments, inheritance, or another major financial event.
Request a planning conversationFour outcomes, handled by one accountable team.
Prepare Accurately
Personal, business, estate, trust, amended, prior-year, and approved multistate tax-return preparation.
Learn moreKeep the Financial Records Current
Bookkeeping, reconciliations, payroll and sales-tax reporting, financial statements, and recurring accounting support.
Learn morePlan Throughout the Year
Proactive guidance around estimated taxes, business decisions, investments, property transactions, retirement, and major life events.
Learn moreResolve Tax Problems With a Clear Process
Assistance with notices, audits, unfiled returns, collections, liens, levies, and approved resolution alternatives.
Learn moreAn Enrolled Agent is a federally credentialed tax professional authorized to represent taxpayers before the IRS.
Elizabeth holds that credential. It is the practical reason GTS can prepare a return, then stay with the same matter if the IRS or a California agency asks questions about it.
- Individual and business tax knowledge applied across return types
- Tax planning during the year, not only at filing
- Representation before the IRS on examinations, appeals, and collection matters
- Continuing-education requirements to maintain the credential
- Professional-conduct standards established by the IRS (Circular 230)
- Year-round federal tax assistance rather than seasonal-only availability
What the credential is not
Elizabeth is an Enrolled Agent — not a CPA and not an attorney. GTS does not provide legal services, investment management, or comprehensive financial planning. When a matter needs those professionals, we say so and work alongside them.
You can verify the standing of any federally authorized tax practitioner through the IRS directory of federal tax return preparers.
Read Elizabeth's full profileThe people who will actually handle your file.
Preparation, bookkeeping, document collection, review, and office coordination are handled by named team members in the San Leandro office.
You should never have to wonder whether your return—or your question—fell through the cracks.
Clients tell us the hardest part of tax work is not knowing where things stand. These are the checkpoints we build into every engagement.
- Immediate confirmation when your inquiry arrives
- A named primary contact for your engagement
- Confirmation when your documents are received
- A clear list of anything still missing
- An explanation of the expected preparation or response stage
- Status updates while the work is in progress
- Notification when the work is ready for you
- Clear next actions on your side
- Defined expectations for how questions are answered
- Secure message history retained inside ClientHub
About timing
Preparation and response timing depends on the return type, the completeness of your records, and any agency deadline involved. We tell you the expected stage for your specific engagement rather than publishing a blanket turnaround promise.
See the six-step client experienceA six-step path from first contact to filed work.
- 01
Choose the Right Path
Identify whether the need involves tax preparation, accounting, planning, or a tax problem.
- 02
Complete a Guided Intake
Provide the basic facts, deadlines, entity type, and service needed.
- 03
Enter ClientHub
Exchange sensitive documents, questionnaires, and messages securely.
- 04
Confirm the File Is Complete
Receive a clear list of anything still needed and the expected next stage.
- 05
Preparation and Professional Review
The assigned team prepares the work, resolves questions, and completes the appropriate review.
- 06
Completion and Next-Step Guidance
Receive notification, instructions, completed documents, and relevant future planning recommendations.
Secure ClientHub
Tax documents, questionnaires, and messages are exchanged through the firm's secure ClientHub — not by email. Existing clients can request access at any time.
Tax work feels different when you know who is responsible—and what happens next.
Work with Elizabeth Ferreira and the GTS team for tax preparation, bookkeeping, planning, and representation rooted in San Leandro and serving the greater East Bay.
852 East 14th Street, San Leandro, CA 94577 · (510) 635-6500