Firm Profile

Southward & Associates has been preparing tax returns, providing tax planning, and assisting with preparation of revocable living trusts since 1980. We are much more than a Tax service. As Enrolled Agents, we are concerned with the total financial well-being of our clients.

Located in San Carlos, CA we are convenient to all of the San Francisco peninsula area businesses and residents.

Here are our core values that reflect our commitment to our clients whom we serve:

Expertise

Our dedication to expertise requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of our clients. Our clients needs often change and we adapt to any new challenge they may face.

Integrity

We strive to work very closely with our clients and not use the jargon that can be found in the IRS code itself but with “real” communication skills understood by all. We want our words and deeds to deliver genuine value to our clients.

Relationships

We are committed to open, inclusive and respectful relationships, including collaboration with our clients and quick changes to meet any of their current financial challenges.

Stewardship

We recognize our responsibility to act with competence and vision, ever mindful of the effects of our actions, today and tomorrow and in the future.

 

James Southward, EA
Phone 650-591-9661
Email jim@southwardtax.com

BS – Business Administration – Nortre Dame de Namur University
Fellow – National Tax Practice Institute
Board of Trustees for Notre Dame High School 1996 – 2002
Member & Past President (1996-1997 & 2009) of the Golden Gate Society of Enrolled Agents
Golden Gate Society of Enrolled Agents Hall of Fame Inducted 10/2/2003
Member & Past President (2001-2002) of the California Society of Enrolled Agents
Recipient CSEA Distinguished Service Award June 2009
Member of the National Association of Enrolled Agents
Adjunct Professor of Income Tax – College of San Mateo 2005-2007
Author
• “Making the most of an IRS” – The California Enrolled Agents Journal
• “A View from the Tax Practitioners Perspective” – Leaders Digest

James Southward, along with his wife Jean, founded Southward & Associates in 1980. He has lectured and published articles over his professional career and is recognized as one of the leaders in the field. He has been president of the California Society of Enrolled Agents and has partnered with local and regional IRS offices to help resolve systemic issues. Jim Southward is licensed to represent clients before the Internal Revenue Service.

 

Amanda (Southward) Boston , EA
Phone 650-591-9661
Email amanda@southwardtax.com

BS – Business Finance – San Diego State University
Member of the Golden Gate Society of Enrolled Agent
Member of the California Society of Enrolled Agents
Member of the National Association of Enrolled Agents
Director Golden Gate Society 2005-2010
Trustee CSEA Education Foundation 2011

Amanda Boston has been preparing income tax returns for over 14 years. Her experience and expertise covers individuals, trusts, estates, as well as all entity selections. She prepares most of the firms Corporate, Partnership, LLC, LLP and FLP returns. Amanda also has experience and knowledge in preparing and planning for Trust and Estate tax returns and issues. She is experienced in the correct tax reporting of stock options.  Amanda Boston is licensed to represent clients before the Internal Revenue Service.

 

Janine Naemura, EA
Phone 650-591-9661
Email janine@southwardtax.com

Fellow – National Tax Practice Institute
Member of the Golden Gate Society of Enrolled Agent
Member of the California Society of Enrolled Agents
Member of the National Association of Enrolled Agents

Janine has been involved with individual tax preparation and planning since 2003. She successfully completed the Enrolled Agent exam in 2010 and is authorized to practice before the Internal Revenue Service. She brings knowledge in personal income tax returns, rental properties, partnerships and small businesses.

 

Vincent Facchini , EA
Phone 650-591-9661
Email vince@southwardtax.com

Member of the Golden Gate Society of Enrolled Agents
Member of the California Society of Enrolled Agents
Member of the National Association of Enrolled Agents

Vincent (Vince) Facchini has over 30 years of experience in Tax Preparation. He has worked handling business and individual Federal and State tax returns. He is an Enrolled Agent authorized to practice before the Internal Revenue Service.

Vince was an Instructor on Income Tax to Tax Professionals for 2 years.

Vince spent 28 years as the Manager of Operations Services where he was responsible for all flight operations including the preparation of all tax forms relating to the credit and assessments of taxes for landing feeds and fuel purchases. In this capacity, he represented Delta in the yearly audits related to these taxes.

 

Heidi Motroni
Office Manager
Phone 650-591-9661
Email heidi@southwardtax.com

Heidi Motroni is the office manager and handler of all scheduling and accounts receivable.