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Chapter Mailing Address
% Steve Altabef, EA
2800 28th St., Suite 133
Santa Monica, CA

Chapter President

Jeremy Streeter, EA
Tel: (818) 654-9980  

1st VP Education
 Jim Botdorf, EA

2nd VP PIA Chair
Past Presisdent
Bob Woodford, EA

Larry Gurewitz, EA

Jennifer Coats, EA
Past President

Immediate Past President
Jennifer Coats, EA

CSEA Representative
Bruce Miller, EA

By Laws
Past President
Julian Fox, EA

Newsletter Editor

Elections Chair
Bill Horton, EA

Dinner Chair
Katherine Charles, EA

Disaster Chair
Frank Navi, EA

Communication Chair
Past President
Lee Reams, EA

Ethics Chair
Steve Altabeth, EA

Welcome to the San Fernando Valley

Chapter of

The California Society of Enrolled Agents

The mission of the California Society of Enrolled Agents is to foster the professionalism, business development and personal growth of its Members, to protect the interests of the individual Members of the Society, and to enhance the awareness and role of the Enrolled Agent among members of the public, other professions and with governmental agencies.


No PTIN - No Credit...It causes a lot of difficulty when members don't include their PTIN on the CE Certificates. Starting with the January meeting the chapter will no longer chase after missing PTINs.  If you can't remeber it, put it as a contact on your phone.

September 8 - Dinner Meeting

September 8 - Dinner Meeting LIMITED LIABILITY COMPANIES
Learn how LLC are formed, dissolved and converted to S-Corps with
Vicki L. Mulak, EA, CFP ®

Location: Airtel Plaza Hotel

                7277 Valjean

                 Van Nuys, CA

Board Meeting:  5:00 to 6:00 PM

Social: 6:00 to 6:30PM
Dinner: 6:30 to 7:00PM
CE Presenation: 7:00PM to 8:40PM

Cost: $40 members
         $45 non-members
         CAUTION: Additional $5 for members and non-members without reservations

CE: 2-hrs Federal Tax Subjects

Meal Selection (Include one with your e-mail registration):

                         Lemon Thyme Chicken Breast
                         Pasta Pomodoro
                         Dinner also includes Green Salad and Tiramisu

Reservations:  E-mail Katherine at kcharlestax@yahoo.com to confirm your reservation and meal choice. 

About The Speaker

Vicki is an Enrolled Agent and Certified Financial Planner (CFP®).   Vicki is the owner of American Financial and Tax, a tax preparation, planning and representation firm, which was founded in Tustin, California in 1985, when Vicki became both a resident and a business owner. 

Vicki is a well-known presenter on federal and California tax law and business entity topics.  She frequently testifies before the Franchise Tax Board meetings in Sacramento, CA and stays involved in state tax legislation sponsored by the California Society of Enrolled Agents (CSEA), attending Assembly and Senate committee hearings as necessary.  Vicki also started serving on the California Franchise Tax Board (FTB) Advisory Board.

Vicki regularly speaks on tax topics at CSEA continuing education events, as well as others hosted by California Society of Tax Consultants (CSTC) and various state affiliates of the National Association of Enrolled Agents (NAEA).  She continues as faculty for CSEA’s annual Super Seminar, and the Nevada Society of Enrolled Agents’ “Best in the West” seminar. 

Vicki was honored in August 2012 with NAEA’s Bill Payne Advocacy Award in recognition of her commitment to advocacy on behalf of Enrolled Agents.   In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation.  In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of her contributions to CSEA’s educational goals. She appeared in December 2004 on the IRS’ web cast Tax Talk Today. 

She received her Bachelor of Science in Business Administration degree from Thomas Edison State College in Camden, New Jersey.

Coming Events

  • October 13 - Lisa Ihm, EA on Bankruptsy
  • November 5 & 6 - Chapter's 2-day Fall Seminar in conjunction with ClientWhys
  • November 10 - Frank Accuna, JD on Business Law for Tax Accountants
  • December 8 - Jennifer McMillan, EA on Ethics
  • January 12 - Valerie Stevens, EA, on Advanced Pension Issues

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