Special Interest Groups

Special Interest Groups get together to meet and mingle with other Tax Professionals. They enable everyone to share their expertise, tax strategies, business practices, and much more. So, if you are looking for advice, need questions answered, or just want to chat, please to reach out to the contacts listed below.

Morgan Hill

Join this brand new group of Mastermind Tax Professionals now meeting on the second Wednesday of each month. This working lunch will allow you to meet other tax professionals in your area. Share your areas of expertise, tax strategies, business practices, due diligence, and other ways we can help one another within this career.

Where: Betto’s Bistro, 17385 Monterey Road Morgan Hill, CA 95037

When: The second Wednesday of each month from 11:30 am to 1:00 pm.

Contact: Susan Amaral, EA (408) 710-3234 ~ Email: samaral@atgmh.com ~ RSVP: E-mail Susan if you would like to receive reminders about this group.


Palo Alto

Where: Olive Garden, 2515 El Camino Real Palo Alto, CA 94306

When: The third Thursday of each month at 11:30 am.

Contact: Ron Hogsett, EA at (408) 462-9589 ~ Email: ron@stonebridgetaxsolutions.com


San Jose

Our SIG group meets 2nd Thursday each month off Tax Season and Thursdays weekly during Tax Season at 11:30 AM for 1 Hr which can run to 1 1/2 hours max.

Theme: Helping One Another Solve Tax Problems  OR   Solving Tax Problems with help from other EAs.

Where: Cup and Saucer Restaurant, Princeton Plaza Mall, 1375 Blossom Hill Road San Jose, CA 95118

When: The second Thursday of each month off tax season & Thursday weekly during tax season at 11:30 am.

Contact: Susanne (Sue) Mallory, EA. (408) 252-7447  Email mallory58@aol.com


Campbell

Where: Aqui’s Restaurant, 201 East Campbell Avenue Campbell, CA 95008

When: The first Wednesday of ever month at 11:45 am. Does not meet February through April.

Contact: Martin Lowe, MBA, EA, CPA at (408) 879-9469 ~ Website: http://www.martinlowecpa.com~ Email martin@martinlowecpa.com

 


Large Practice

Requirements: Either have $500,000 in gross income, or prepare 1,000 or more returns and the owner must have a year round full time employee ( not administrative.)

Contact: Bob Dietz, EA (408) 879-9181 for dates, time, and location.