TaxPlus Financial Services | 44 Gough Street | Suite 205 | San Francisco CA 94103-1114 | 415-431-9660

Home | About Us | Tax Center | Retirement | Mortgage | Insurance | Contact Us

About Us

Steven Berman, E.A., Principle of TaxPlus Financial Services has been a tax adviser since 1990 and has offered financial services since 1994. He is an Enrolled Agent and an Investment Advisor Solicitor* and is licensed in Real Estate and Insurance as well. Steven combines his skills in tax preparation, his knowledge of insurance, mortgages and real estate with a deep commitment to support his clients to find solutions to their financial issues.
* Securities offered through: H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through: H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Co.

TaxPlus Tax Preparers:

Marjan Arasteh joined the TaxPlus team in January 2010. Marjan graduated from USC with an Accounting degree in 1993, and has worked in both corporate accounting as well as big and small public accounting firms. Marjan has developed an expertise in Registered Domestic Partner and same sex married tax returns. When not working, Marjan volunteers at Glide and enjoys cooking, and traveling.

John Baka has prepared tax returns for over 20 years.  John earned a Master of Taxation degree from the University of Akron and an International Tax Certificate from Golden Gate University.  He enjoys sailing and hiking in the Bay Area.

Operations Staff:

Marge Golden has been the Operations Manager at TaxPlus Financial Services since 2002. Marge brought to TaxPlus considerable business skills gained through working in both the corporate and non-profit world. In addition to her work at TaxPlus, Marge volunteers as the Annual Campaign Manager for the All Stars Project of the SF Bay Area. The All Stars Project is a non-profit organization that sponsors after school, performance based youth development programs for inner city kids. 

TaxPlus Financial Services | 44 Gough Street | Suite 205 | San Francisco CA 94103-1114 | 415-431-9660

© 2016 TaxPlus Financial | All Rights Reserved