Understanding tax strategies and managing your yearly tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications may result in a higher tax bill. Some taxes can be deferred, and others can be managed through tax-efficient strategies. With a careful and consistent preparation, you can potentially reduce the impact of taxes. Complete Tax Solutions, Inc., is year-round team of tax experts with over 35 years of experience handling the tax-related needs of individuals, and small businesses. We have developed a unique virtual system that makes it quicker and easier to file your taxes. Your portal folder will contain all the information we collect to work with you for prior, current and future tax projects.
Whether you live here, out of the Bay Area, or simply prefer to work remotely, you will find our services are the right fit. We provide the same level of service online that you would receive meeting in our office, and we utilize the most secure methods in transmitting your private information. For your convenience we also offer e-signatures for when you may be out of town.
Our 250+ satisfied clients count on us throughout the year, not just at tax time. They rely on our experience, our approach, and our ongoing relationships.
Mrs. Muhler holds a BS degree in Accounting and a MBA in finance from Rutgers University. Mrs. Muhler has an extensive tax background which complements and enhances the development of personalized tax strategies. She has been a credentialed and active Enrolled Agent (EA) since 1984.
During college she worked at the IRS as a taxpayer service representative for a couple of years and then during graduate school was trained as a field Revenue Agent to examine the tax returns of small businesses and high net worth individuals.
After getting her MBA Kathie was recruited by the FDIC as a Bank Liquidation Specialist and later promoted to Regional Tax Accountant for the fifteen western states. Later she managed the tax dept of a small savings and loan as the Corporate Tax Director.
In 1990 Kathie began working as a self employed business owner and established Complete Tax Solutions for individual tax preparation and QuickBooks support for small business clients. Kathie has been married since 2008 and has a parrot rescue where she spends fun time with her nine rescued parrots.
Jose holds a BS degree in Finance with a concentration in Accounting from California State University-East Bay. Jose is a native of El Salvador but considers himself a native of the Bay Area where he grew up. He was previously the Director of Business Development at Gateway Financial Advisors in Walnut Creek. He is a certified QuickBooks Proadvisor for QuickBooks Online assisting small businesses and an Enrolled Agent (EA). Jose enjoys working out at the gym, spending time with his family, and social activities with his many friends.
Irene is a native of the United Kingdom. She was formerly an executive secretary to the Chairman of Owen Owen & TJ Hughes stores in Liverpool. Later she was recruited as an Associate Director of Style Magazine and Accolade Publications in London.
Irene came to the US in 1980 and opened her own company, Pepping Cabinets, which serviced the Bay Area for about thirty years. She began to work at CTS in 2010 and organizes and coordinates the office, appointments, client portal folders, and both physical and digital files. In 2014 Irene became a US Citizen and a Notary Public. She was married in 2008 and loves spending time with her family and her pets, outdoor hiking and electronic gaming. She is currently playing virtual reality games for both Playstation and Oculus Rift.