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.
Amanda (Southward) Boston , EA
Phone 650-591-9661
Email
BS – Business Finance – San Diego State University
Member of the Golden Gate Society of Enrolled Agent
Member of the California Society of Enrolled Agents
Director Golden Gate Society 2005-2010
Trustee CSEA Education Foundation 2011
Amanda Boston has been preparing income tax returns for over 20 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
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.
Loreley Fernandez-Davila, EA
Phone 650-591-9661
Email
Member of the California Society of Enrolled Agents
Member of the National Association of Enrolled Agents
Loreley joined the firm in 2022. She has bookkeeping experience and an extensive background in tax. She is an excellent addition to the Southward & Associates team.
James Southward, EA
Of Consult
Phone 650-591-9661
BS – Business Administration – Notre 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.