Elizabeth P. Ferreira, EA
Enrolled Agent and Owner
- Leads tax preparation and tax planning engagements
- Represents taxpayers before the IRS as a federally credentialed Enrolled Agent
- Reviews returns and answers technical tax questions year-round
Meet the team
Your file is handled by named people in the San Leandro office.
Tax preparation, bookkeeping, document collection, client communication, review, and office coordination are distinct jobs. Here is who does what.
Andrea Castellanos
Administrative Assistant and Bookkeeper
- Bookkeeping and recurring account reconciliations
- Administrative support and document intake
Anne Chavez
Registered Tax Preparer / AFSP and Office Manager
- Prepares tax returns as a California registered tax preparer
- Holds an IRS Annual Filing Season Program (AFSP) Record of Completion — a voluntary continuing-education record, not a license or certification
- Coordinates office operations and client scheduling
Lynn Personen
Tax Preparer
- Prepares individual and business tax returns
- Follows up on missing documents and open questions
Sunita Naidu
Tax Preparer
- Prepares individual and business tax returns
- Assists with organizer review and data entry
Takim Sikin
Clerical Assistant
- Document handling, scanning, and file organization
- Supports the office during filing season
Vicki Crenshaw
Office Administrator
- Client communication and appointment coordination
- Tracks engagement status and outgoing notifications
How roles are described here
Each person is listed with the title and responsibilities the firm currently publishes. Where a team member has not supplied a biography, we describe the role rather than inventing personal history. Anne Chavez's AFSP status refers to the IRS Annual Filing Season Program Record of Completion — a voluntary continuing-education record, not a license or professional certification. Titles, credentials, and responsibilities are confirmed with each team member before publication.