Specialties
Specialties
We strive to help our clients by offering multi-faceted solutions that meet their financial needs in the areas of tax, bookkeeping and accounting. Here, you will find full attention and the professional expertise of experienced Enrolled Agents. We offer services for individuals, small businesses, partnerships, and corporations.
SERVICES:
Accounting Software Selection & Implementation
Audits, Reviews, and Compilations
Bookkeeping/Write-Up
Business Consulting
Business Entity Selection
Buying or Selling a Business
Estate & Trust Tax Preparation
Financial Analysis
Financial Statements
IRS Representation
Management Advisory Services
Notary Public
Payroll Services
Retirement Planning
Sales Tax Services
Tax Preparation & Planning
History
Established in 2011.
Complete Tax Advantage is a general partnership formed by Teriza Anicete and Natalie S. Bautista. Both partners are IRS Enrolled Agents with over 40 years combined experience in taxation, tax preparation, and accounting.
Meet the Business Owner: Teriza A.
Prior to establishing her own company in 2009, Teriza was a Senior Tax Associate with Tax Advice, Inc., for 17 years and over 6 years with Emmanuel A. Santos, CPA JD Inc. in San Francisco. She provided tax consultation and preparation, refinance and realty investment planning services for individuals, families and small businesses.
Prior to joining the Tax Advice team, Teriza worked as a Commercial Escrow Officer for Chicago Title and brings with her a keen insight in real estate related issues. She is an Enrolled Agent, licensed real estate agent and Notary Public. She graduated from the University of California, Berkeley in 1986.
In 2011, Teriza formed a strategic partnership with her long-time friend and colleague, Natalie Bautista, and together co-founded Complete Tax Advantage in Sacramento County. Natalie has over 13 years experience as Public Guardian and Conservator with Sacramento County overseeing Estate and Fiduciary accounts and almost 30 years of tax preparation.