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History of Tax Related Services (TRS)
M.S. Grindy Tax Service was started at this location in the early
1960's. It was operated by
various people until 1981, when George Crozier and Richard Mason
acquired it and began operating
as Mc Tax. During a transition in 1987 the name was changed to Tax
Related Services.
We maintain copies of all current clients for as long as they remain
here.
We have copies of current clients returns dating back to 1961.
The office has grown from the 2 car garage portion of a 1950's
home to include the entire 3 bedroom home, enclosed porch and a
large storage shed. We are open all year to provide complete services
to our diversified clientele. We prepare all forms of individual,
corporate, partnership, homeowner association, estate, trust and
inheritance tax returns. We also provide ancillary services such
as payroll services, bookkeeping, computer consultation, assistance
with your own computer bookkeeping systems, audit representation,
problem resolution including offers in compromise and any other
services you may wish. If you need help outside our area of expertise
we have a wide base of referrals for attorneys, financial planners,
etc.
Our Enrolled Agents
George E. Crozier, E.A.
Born and raised all over California, George Crozier has lived in
Fremont since 1962. After Graduating with a Bachelors of Art degree
in mathematics, George taught high school mathematics for 17 years.
George passed his Enrolled Agent's exam in 1976. He became a charter
member of the California Society of Enrolled agents shortly after
that. You can see a few of his interests at
his family website. e-mail: George@TaxRelatedServices.com
Richard D. Mason, E.A.
Born and raised in Redwood City, CA, Rich has lived in Fremont off
and on since 1972. He has a Bachelors of Science degree in accounting.
Rich has worked with accountants, served his time in the labor force
as a Marine Carpenter, and served in the Air Force. He passed the
Enrolled Agent's exam in 1982. Rich also offers Real Estate services
in Pollock Pines, CA e-mail: Rich@TaxRelatedServices.com
Suzie K. Yun, E.A.
Born and raised in Korea, Suzie came to the US at the age of 16
speaking very little English. She completed two years of college
then settled down to be a wife and mom. She start at Tax Related
Services as a computer operator and eventually began doing taxes.
She passed the Enrolled Agent's exam in 1996. e-mail: Suzie@TaxRelatedServices.com
Services We Provide
We prepare:
Individual tax returns for federal and all
states.
Partnership tax returns.
C-Corporation tax returns.
Fiduciary tax returns for estates and trusts.
Estate tax returns for deceased individuals.
Gift tax returns for individuals.
Tax Planning.
We offer assistance in determining the tax
impact of:
Births
Deaths,
Marriage,
Divorce,
Job Changes,
Retirement,
Evaluating retirement plans,
Withdrawal of retirement funds,
Starting a business,
Terminating a business,
Selling a business,
Buying a business,
Bankruptcy,
Computer setup,
Installing computer software,
Buying real estate,
Selling real estate,
Audits by IRS or other agencies,
Setting up payment plans on outstanding tax debt,
Filing delinquent tax returns,
Making offers of reduced amounts to settle outstanding tax debt,
Hiring employees,
Maintaining tax records,
Bookkeeping.
Our Fee Structure
Our fees are between those of major tax franchises and those of
a CPA. Each return is different, so a price estimate over the telephone
or by e-mail is quite difficult. If you would allow us to review last year's
tax return we can give you the fee we would have charged to do that
return. If you have more, or less, complexities this year we can evaluate
the cost of those at that time. There would be no cost for this
estimation. Our fees do include year round service and no additional
cost for short standard questions during the year.
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