Create, Communicate & Deliver Value
At Karen A. Hahn, CPA, CVA, we are committed to helping you achieve your financial goals and build a brighter future. Our team of expert professionals is dedicated to providing personalized services that cater to your unique needs. With over 35 years of experience, we have honed our expertise in nine key areas: Individual Tax Preparation and Planning, Small Business Tax and Accounting Services, Trust and Estate Accounting, International Taxes, Non-Profit Organizations, Homeowners Association, and more.
Our Services
We offer a wide range of services designed to help you navigate the complexities of tax law and financial regulations. Our services include:
- Individual Tax Preparation and Planning: Our experts will help you optimize your tax returns and minimize your tax liability.
- Small Business Tax and Accounting Services: We understand the unique challenges faced by small business owners and provide tailored solutions for their accounting and tax needs.
- Trust and Estate Accounting: We help individuals and families manage their trusts and estates with expertise and compassion.
- International Taxes: Our team is well-versed in international tax laws and can help individuals and businesses navigate the complex web of international tax regulations.
- Non-Profit Organizations: We provide accounting and tax services to non-profit organizations, helping them to maintain compliance with regulations and maximize their resources.
- Homeowners Association: Our team helps homeowners associations manage their finances and maintain compliance with regulations.
- Business Performance: We offer a range of services to help businesses improve their performance, including financial planning, budgeting, and forecasting.
Meet Our Team
At Karen A. Hahn, CPA, CVA, we are proud of our talented and dedicated team of professionals. Our team includes:
- Karen A. Hahn, CPA, CVA, MST: Owner and Principal of the firm, Karen has over 35 years of experience in accounting and taxation. She specializes in individual tax preparation and planning, small business tax and accounting services, and trust and estate accounting.
- Lee J. Assaf, Enrolled Agent and Tax Resolution Specialist: Lee is a seasoned professional with over 30 years of experience in accounting and taxation. She is certified as an Enrolled Agent and specializes in individual tax preparation and planning, small business tax and accounting services, and international taxes.
- Romon Alexander, B.S - Staff Accountant: Romon is a skilled accountant with a degree in business administration from California State University, East Bay. He specializes in homeowners association, non-profit tax and accounting, and trust court accounting.
- Patricia Rodriguez Caudillo - CTEC & Bookkeeper: Patricia is a skilled bookkeeper with an Associate Degree in Computer Technology from West Valley College. She specializes in client business-related accounting and supports the firm's business department.
- Marcia A. Plumb - Office Manager: Marcia has been with the firm since its inception and is responsible for managing the office and ensuring seamless operations.
We Value Collaboration
At Karen A. Hahn, CPA, CVA, we believe that collaboration is key to success. We take the time to listen to our clients' needs and work together to create customized solutions that meet their unique goals. Our commitment to excellence and dedication to our clients set us apart from other accounting firms.
Professionalism and Trust
The reviews highlight the professionalism and trustworthiness of Karen's team, particularly Karen and Lee. Many reviewers praised the timely and expert advice they received without any cost. They appreciated the proactive approach taken by the team in answering questions and ensuring they understood the tax process. The team's professionalism and trustworthiness led to numerous recommendations from satisfied clients.
Rude and Unreliable Service
However, there were instances of poor service, particularly from Lee. One reviewer reported a negative experience, citing Lee's apathy and rudeness. Another reviewer felt disrespected and yelled at by Karen after reporting a concern. These instances highlight the importance of maintaining a professional demeanor and addressing client concerns in a timely and respectful manner.
Expertise and Results
The reviews also highlight the expertise and results garnered by Karen's team. Several reviewers praised Karen's ability to resolve complex tax issues, including reducing IRS penalties and fees. One reviewer credited Lee with resolving a tax dispute and filing amendments, resulting in no further obligations to the IRS.
Communication and Follow-up
Some reviewers noted issues with communication and follow-up. One reviewer felt neglected after providing references and delayed communication. Another reviewer expressed frustration with delayed responses and feels that the team did not prioritize their issue.
