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.
Palo Alto
Where: Courtyard by Marriott Palo Alto Los Altos
When: The second 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: Tom Shafer, EA. (408) 354-3320
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.
