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.

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


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.

Santa Cruz and Monterey County EA’s

Where: Due to the COVID-19 crisis, the special interest group is a  “virtual” online meeting.
When: Second Tuesday of Each Month at 12:00 pm & every Tuesday during tax season
Contact: David Kibrick, EA or Randy Warshawsky, EA