Tax Preparers for Same-Sex Parents
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Tax Preparers for Same-Sex Parents
We are a same-sex married couple with kids who bought our first home in 2012,
borrowing from a retirement fund. We have always handled our own tax preparation, but
are concerned that there are too many variables for us this year. Any recommendations
for a tax preparer? jm
I highly recommend Charles Frisbie at Couch and Associates (6500 Fairmount
El Cerrito; (510) 558-8060). He is *very* knowledgeable about issues
to same-sex married couples and the tax implications.
Married in CA
I just did my taxes last night with Ryan van Valer. He's great! Ryan Van
Valer; 510-647-9583; email@example.com
We usually use Turbo Tax, but we decided to get an extension with
the new tax laws concerning domestic partners. I know not all
accts. know about these new rules since they were introduced very
recently. Does anybody have an acct. who is up to speed about all
Yes, you can go to:
Beall & Weil Tax Service
1329 Solano Ave
(between Pomona Ave & Ramona Ave)
Albany, CA 94706
I went into see them in early April of this year for the
same reason you did. The turbotax screen popped up about a
new law and I decided to avoid the headache and have a
professional take care of it for once. I went to Beall & Weil Tax
Service and they got myself and my domestic
partner taken care of straight away and were very aware of
the new tax rules for domestic partners.
Basically, the federal govt now acknowledges states where
civil unions/domestic partnerships with community property
laws exist. This means, if you make $100K but your partner
doesn't work, on the federal return you claim $50K and your
partner claims the other $50K. Or, if you make $70 and your
partner makes $50 this becomes a combined income so you now
claim $60K and your partner claims the other $60K. If you
have a child you can also claim head of household, etc.
Unless you're both making a lot of money this seems to be
beneficial because it can bring you down to a lower tax
bracket and receive a higher refund.
This meant for us that we had a decent return for the first
Also, the tax rule is retroactive. So, if it's to your
benefit, you can take in your returns from previous years
and have them amended to up to 3 years prior. I did this and
got an amazing amount of money back.
I'm extremely happy with the service I was given at Beall & Weil Tax
In addition to the names most recently added to the BPN
website, we received these names in response to our similar
question last January:
Susan Levinkind, J.D. - Tax Preparer
8008 Winthrope Street, Oakland, CA 94605
Phone: 510-383-9858 E-mail: firstname.lastname@example.org
Specializing in self-employed folks and others around the
country for 20 years. Will help any woman feel more
knowledgeable and secure in her tax situation - and Susan
prepares your returns too - so don't worry!
Jan Zobel EA, Tax Services
San Francisco 415-821-1015
Oakland (Montclair) 510-482-1015
Knowledgeable, accurate, reliable year-round tax preparation
and consultations since 1978. Jan specializes in working
with self-employed people (including independent
contractors) and with rental property owners. However, she
prepares all types of individual (no corporations, estates,
etc.) returns. She also provides tax consultations. Common
consults are with newly self-employed people who want to
know about deductions, domestic partners who have just
bought a house or had a child and are unsure of how to
divide deductions, and people who have prepared their own
return and want someone to look it over. ......................
We had our taxes done by Eleanor Power, of Tax Services
Plus. She was recommended by another accountant who is not
taking new clients. Our tax situation was complicated (to
me, nightmarish) due to inheritance, estate taxes, being a
married-in-California same sex couple, etc. Eleanor worked
really hard on our behalf, researching the State's new rules
and figuring what applies to our family. I recommend her
Her office is on the border of the El Cerrito Plaza;
Our tax preparer has retired, and we need someone new who is
very familiar with the new tax laws for LGBT families. Any
great tax professionals out there who would be up on this
I can highly recommend Ann Valliant of Business Savvy
Bookkeeping in Emeryville.
Ann is a warm, savvy, and clear tax and bookkeeping person
who is also a balanced advocate for LGBT issues in the
She is great!
You can reach her at: 510-547-8521
If you call her please say to her from Bill Say.
I highly recommend Carol Robison. She has an office in
Oakland on Grand Avenue. Very thorough and up to date on
domestic partnership and the complicated double filings that
we must now do.
Carol Robison, EA
KeAloha Couch, Couch & Associates in El Cerrito (there's an
office in Martinez, too) is well versed in the intricacies
of same sex/domestic partnership tax laws and have always
done a thoroughly fantastic job explaining it as well. Call
her at (510) 558-8060. Angela
Can anyone suggest a tax prep person that is knowledgeable
and savvy about domestic partnerships as well as getting the
most out of all the regular stuff as well - mortgage, home
office, childcare, etc...
Berkeley or Oakland would be idea, but we're willing to
travel SF, Marin, through tunnel anon
You can't go wrong with Couch & Associates in El Cerrito. KeAloha Couch has worked with many, many same sex couples on their taxes. Tell her I sent you!
I highly recommend Mario Kashou of Farallon Law Group. Contact: email@example.com. He is a former colleague of mine and his firm specializes in domestic partnership issues. amy
I highly recommend Allison. She's not only a great CPA but a
really nice person. She has made it her top priority to keep
up with all the changes related to same sex marriage. I'm
sure she can help you. Plus she's affordable.
My same-sex domestic partner and I are new to the area and are
looking for a tax or financial advisor. We want someone who's
familiar with the money issues around domestic partnerships,
who's friendly, who's relatively affordable, and who's accessible
to us in the East Bay. (We hope that's not too much to ask!)
We've seen previous recommendations for financial advisors in the
BPN archives, but they don't seem to directly address the
domestic partnership issue, which is the biggest one for us right
Thanks in advance for any recommendations you can give!
we have just started using a cpa- her name is ellen abel. she is in the city but
we have found her to be very helpful both via email andd phone calls- she is
familiar with the domestic partnership world and has been helpful with us
regarding our new baby, the house situation, and a new business venture. I would
recommend her without hesitation.
Her website is www.cpabel.com
Lois Leynse, EA at the Financial Fitness Center. Located on 27th in Oakland.
-653-1914. She's done our taxes and helped with other financial matters for 20
years. She and her very wonderful associates are experienced with financial and
tax issues with same-sex couples, small business, artists. I've sent many people
their over the years with no complaints.
I recommend Ann Valliant. She is a Business Operations Consultant, and she is
particularly knowledgeable about domestic partnership issues. Her number is
510-848-1516 or e-mail, ann[at]annvalliant.com
Jan Zobel is an amazing tax person who is extermely knowledgeable in same sex/
domestic partner issues. The problem is, she's VERY popular, very busy, and at
this point will probably not take you on for this year. Maybe if you're willing
to file for an extension 'till August, or maybe only for next year...
Her contact e-mail: ''Jan Zobel'' Jan[at]JanZtax.com
Although this recommendation may come a little late for tax time
(unless you have filed an extension, of course), I highly
recommend my accountant, Maria U. Ku, CPA. She is extremely
thorough and knowlegeable about all sorts of tax preparation
issues for small businesses, home businesses, as well as issues
re: your domestic status (single, married, domestic partnerships,
etc). Her phone is 510-531-6614. Email: maria.ku[at]sbcglobal.net.
Website: www.geocities.com/Maria_Ku_CPA. If you have any
questions re: her service, feel free to email me.
My partner and I and our daughter recently relocated to the
East Bay from the East Coast. Can anyone recommend a great,
GLBT-friendly tax preparer who is knowledgeable about how to
file individual returns in a way that makes most sense for an
unmarried couple? Our situation isn't too complicated, but we
did buy and sell a house and one of us is self-employed.
Christine Harkinson at 510-482-9729. I'm gay, she is not but I
and all my present and ex girlfriends use her. She is
reasonable, spends a lot of time talking to you without charge
and is located in Oakland.
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