Paul Laird

Paul Laird is an Enrolled Agent, located in Oakley, preparing tax returns for clients in the Bay Area and, remotely throughout the country, providing tax services from the simplest individual tax return to the more complex, including: income from business, rentals, investments, estates, LLC’s, S-corp, Day Trading and Crypto Currency.

With more than 18 years experience as a CTEC, preparing electronic tax returns; 10 years experience as an Enrolled Agent and admitted to practice before the IRS, I am available to address IRS and FTB letters and to represent clients before the IRS. I welcome the opportunity to work with you on current and past tax matters. I’m available to meet in person or online and hope to begin a long-term prosperous relationship.

I pride myself in improving my tax knowledge by taking 25-30+ hours of tax courses per year. I’m continually trying to stay on top of current tax laws and changes through online research and study to better meet my individual client’s needs and demands. Some of my stronger areas of study are rental properties, self employed individuals, investments and restricted stock unit sales.

I welcome new clients during tax season and will be available throughout the year to answer your questions or help with any tax issues that you may have.

Contact me to schedule your annual tax appointment.