Margarita Cabanillas

Margarita Cabanillas

Languages Spoken: English, Spanish
Walnut Creek, California
EA at Elite Tax Agency, Inc.

About Margarita Cabanillas

I don't understand chess but I do understand tax. First and foremost, I love to strategize on taxes for my business clients, lower their tax liability and implement proven IRS loopholes backed by regulations.

I also love to help clients that are struggling with stressful tax notices. Is it easy to deal with the government on your own? Very rarely. Is it easy to get through to them by phone? Very rarely. Is the notice and tax debt lingering over your head while they take their time responding to your inquiries? Definitely.

My degree is in accounting. I graduated in 2000 loving accounting and my career has transformed since. The hardest class I had was tax BUT I passed with an A-. Not bad when it was the most challenging class I'd ever had. School was always a breeze for me. For a while, I prepared taxes for my friends and family but eventually, I began preparing them professionally in 2009 at my last place of employment.

I became an Enrolled Agent in 2015 after deciding that accounting and tax preparation were too easy for me. I have loved every bit of growth, training, and continuing education.

In 2021 became a Certified Tax Coach so that I can strategize with large businesses and help implement ideas that will reduce tax liability.

My hobbies and interests include working out, running, reading, nutrition, listening to music, and walk and talks with my friends and family.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Delaware Division of Revenue
  • Florida Department of Revenue
  • California Department of Tax & Fee Administration (CDTFA)
  • California Employment Development Department (CA EDD)
  • California Franchise Tax Board (CA FTB)
  • Nevada Department of Taxation
  • Hawaii Department of Taxation
  • Massachusetts Department of Revenue
  • New York State Department of Taxation

Reviews

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Customer Rating

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Problem Experience

  • Unpaid Taxes
  • Wage Garnishment
  • Past Due Tax Return
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Trust Fund Recovery Penalty
  • FBAR & FATCA
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Notice of Deficiency
  • Notice of Determination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Franchise Tax Issues

  • Unpaid Taxes

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Penalties
  • Sales Tax Audit or Examination

  • Unpaid Taxes
  • Tax Lien
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Tax Audit or Examination
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • General Excise Tax

  • Unpaid Taxes

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Penalties

Solution Experience

  • Pro Se Tax Court Petition
  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Partial Payment Installment Agreement
  • Levy Release or Reduction
  • Penalty Abatement
  • Amend Tax Returns
  • Lien Withdrawal
  • CAP Hearing
  • CDP Hearing
  • Business Tax Preparation
  • Trust Tax Preparation
  • Gift and GSTT Tax Preparation
  • Estate Tax Preparation
  • FBAR & FACTA
  • Audit Reconsideration
  • Lien Subordination
  • Tax-Related Identity Relief
  • Bankruptcy
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • Streamlined Filing Procedure
  • Tax Court
  • IRS Transcript Analysis

  • Business Tax Preparation

  • Business Tax Preparation

  • Installment Agreement
  • Financial Hardship
  • Penalty Abatement
  • Tax Appeals
  • Sales Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support

  • Installment Agreement
  • Financial Hardship
  • EDD Assessment Appeals
  • Offer In Compromise
  • Levy Release or Reduction
  • Penalty Abatement
  • Tax Appeals
  • Employment Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support

  • Installment Agreement
  • Financial Hardship
  • Individual Tax Preparation
  • Offer In Compromise
  • Levy Release or Reduction
  • Penalty Abatement
  • Tax Appeals
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support

  • Payment Plan
  • Penalty Abatement
  • Lien Release
  • Levy Release or Reduction
  • Business Tax Preparation
  • Offer In Compromise
  • Amend Tax Returns
  • Audit Defense & Support
  • Tax Appeals

  • Individual Tax Preparation
  • Business Tax Preparation

  • Individual Tax Preparation

  • Penalty Abatement
  • Individual Tax Preparation
  • Amend Tax Returns

Tax Types Serviced

Corporate Tax Excise Tax Income Tax Employment/Payroll Tax State Sales & Use Tax Gift Tax/GST Tax Estate Tax (Form 706) Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations C-Corporations Estates Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 3/10/2015 Active

Designation & Other Licences

License Type
NTPI Fellow (National Tax Practice Institute)
Jan 2018 Active

Related Work Experience

Job Title Company Location Work Duration
Owner Elite Tax Agency, Inc. Walnut Creek, California Feb 2015 - Present
Owner Emmy Dee's QuickBooks Solutions Walnut Creek, California Jan 2011 - Dec 2021

Education

Not Provided

Associations & Memberships

Associations or Memberships Position Duration
American Institute of Certified Tax Planners Member 2021 - Present
Tax Resolution Academy Member 2020 - Present
California Association of Enrolled Agents Member 2017 - 2020
East Bay Association of Enrolled Agents Member 2017 - 2020
National Association of Enrolled Agents Member 2016 - Present

Contact Information

Address

1200 Mt. Diablo Blvd #200
Walnut Creek, California 94596

In Office Visits

No

Pricing & Payments

Virtual Consultation Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal
Money Order Method Money Order
Check Method Check
Cash Method Cash
Zelle Method Zelle

Videos & Photos

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