Tax Return Preparation, Thousand Oaks CA, Ted Jessee, EA CFP

                                      50 West Hillcrest Drive, Suite 200

                                                     Thousand Oaks, CA 91360

                                            805-497-5865    email: tedjessee@aol.

               My tax practice started in 1990.  My clients live in California and other states.

EA.  An enrolled agent licensed to practice before the Internal Revenue Service is equivalent to a CPA and an                  attorney in tax preparation matters.  Enrolled Agents, CPA's and attorneys may represent clients before the IRS.          An Enrolled Agent passes a rigorous exam on all aspects of federal income tax before being admitted to practice before the IRS.  Annual continuing education including ethics is required to maintain the credential.  

CFP.  A Certified Financial Planner passes a difficult comprehensive exam on all aspects of personal finance.         Annual continuing finance education including ethics is required to maintain the credential.  As a CFP, I provide tax planning and tax-related retirement and estate planning on a fee only basis.

My family and I have lived in Thousand Oaks since 1979 and have been and continue to be active in community affairs, in local schools and the Chamber of Commerce.


Many Happy Returns!


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