Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Coast-to-Coast Tax Service is a full-service income tax firm with clients from New Brunswick to California. All of our Enrolled Agents hold valid EA licenses.


James H. Stevens
James H. Stevens
Enrolled Agent

Jim joined Coast-to-Coast Tax Service in 2005. He started his career in the tax industry in San Marcos, California,in 2001. Jim’s emphasis is personal and estate planning utilizing tax strategies to help our clients meet their goals. Prior to joining the tax industry, Jim worked for a government contractor after retiring from the Air Force.
jim@coasttax.com


Greg Ordonez
Greg Ordonez
Certified Public Accountant

Greg joined Coast-to-Coast Tax Service in 2013. He started his career in the tax industry in Escondido, California,in 2002. Greg is a certified QuickBooks Advisor and is an expert in small business.

Greg received his Bachelor’s degree drom Cal State San Marcos in 2003. As a bonus, Greg is fluent in Spanish.
greg@coasttax.com


Maurice P. Holzman
Maurice P. Holzman
Enrolled Agent

Morey joined our firm in 2001. He started professionally preparing taxes and representing taxpayers in 1995. He graduated from Fresno State University with a bachelor’s degree in journalism and earned his MBA from National University.

Prior to joining Coast-to-Coast Tax Service, Morey received a Fortune 500 training during his eight years as a corporate controller. Prior to becoming an accountant, Morey spent five years as a newspaper reporter.

A hockey researcher, Morey authored Deceptions and Doublecross, a highly respected book about the founding of the National Hockey League, and has been published in The New York Times and Pravda.
morey@coasttax.com


Claudia Kwong
Claudia Kwong
Enrolled Agent

Claudia joined the firm in 2013. She was instrumental in helping us identify errors in various tax software products.

Claudia is finishing her master’s degree and expects to receive it in 2014. She began her tax career in 2012 while working with the V.I.T.A. program, a program that prepares tax returns for retirees with limited income.

Claudia is fluent in both Cantonese and Spanish.
claudia@coasttax.com


Rio Sison
Rio Sison
Accounting Manager

Rio joined Coast-to-Coast Tax Service in 2013. She graduated from San Diego State in 2014 with a degree in accountancy. Rio works year-round and is managing our accounting and payroll services, our front-office workflow and is responsible for securing our client’s data.

In her spare time, she enjoys hiking and was involved in a competitive hip hop dance troupe.
pr@coasttax.com


Cinthya Solano
Cinthya Solano
Office Manager / Junior Accountant

Cinthya joined the firm in January 2015 and is responsible for the daily running of the company. She is in charge of scheduling as well as assisting with payroll and accounting responsibilities. She is a student at Palomar College, with a major in accountancy.
info@coasttax.com


Annette Holzman
Annette Holzman
Operations Manager

Annette joined the firm in 2001 and is responsible for the operations and planning for the company. She graduated from California State University Long Beach with a Bachelor’s degree in statistics.
annette@coasttax.com

Meet Independent Staff

Iain R. Fyffe
Iain R. Fyffe
Chartered Accountant

Iain is a Canadian Chartered Accountant based in Fredericton, New Brunswick. He specializes in Canadian Income Tax returns. Iain graduated in 2000 from the University of New Brunswick. Prior to opening up his own practice in 2009, he spent several years at one of the six global audit and accountancy firms.

If you know who Bouse Hutton or Minnie McGiffin were, you and Iain can have a fascinating discussion.

iain.fyffe@gmail.com