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 McTax. During a transition in 1987 the name was changed to Tax Related Services. In 2008, Peter McIntyre purchased Tax Related Services and kept the previous professional team together. TRS maintains 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 Tax Professionals

Peter R. McIntyre, E.A.
Born in Kirkland Lake and raised in Toronto, Ontario, Peter has lived in Pleasanton since 1990. He has graduate degrees in both Electrical Engineering and Business Administration. Peter has spent most of his career in senior management within high-tech companies (Nortel, Rockwell and Hewlett-Packard, etc.) with an emphasis on communications. He has worked as a tax professional for many years with a focus on small business, rental real estate and partnership returns. Peter passed the Enrolled Agent's exam in 2006 and became the owner of Tax Related Services in 2008.

e-mail: Peter@TaxRelatedServices.com

Suzie K. Yun, E.A.
Born and raised in Korea, Suzie came to the US at the age of 16. She started at Tax Related Services as a computer operator and eventually began doing taxes. She passed the Enrolled Agent's exam in 1996. Suzie specializes in many areas of tax preparation and is our local expert in bookkeeping and payroll.

e-mail: Suzie@TaxRelatedServices.com

Alison Johnson, CTEC
Born and raised in California, Alison has a BA in Business and has extensive experience as a tax professional including several years with the IRS as a field auditor. She is currently writing the examinations to be an Enrolled Agent and expects certification in 2010.

e-mail: Alison@TaxRelatedServices.com

Services We Provide

We prepare:
Individual tax returns for federal and all states.
Partnership tax returns.
C-Corporation tax returns.
S-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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