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About Us

 

Background

 

Since 1980, Carlos A. Ausejo, E.A. has been providing quality, personalized financial guidance to local individuals and businesses. Carlos A. Ausejo, E.A.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Carlos A. Ausejo, E.A. is one of the leading firms in and throughout San Francisco. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

We presently serve over 250 bookkeeping clients, sole proprietorships, partnerships, corporations, and limited liability companies. We provide information to newly formed business as to licensing and permits.

We specialize in audit representation. A large number of our audit work comes from clients that had their income tax returns prepared through another firm. We prepare for the audit in the same manner that an IRS auditor is trained. We work closely with Attorneys in preparing Estate and Trust Accounting, in accordance with acceptable court requirements.

 

Our Mission

 

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Carlos A. Ausejo, E.A. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of San Francisco's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around San Francisco. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Carlos A. Ausejo, E.A. receive competent and timely advice.

 

The Person

 

Carlos A. Ausejo, E.A.

BA degree from San Francisco State University - 1970

  • Auditor for the Department of Corporations, State of California - 1970 to 1980
  • Partner and Officer in The Tax Place, Ltd. - 1980 to 1991
  • Sole Proprietor since 1991 of Carlos A. Ausejo, E.A. - Taxes and Bookkeeping
  • Enrolled Agent since 1983
  • Professional Associations:
  • National Association of Enrolled Agents
  • National Association of Public Accountants
  • California Society of Enrolled Agents

 

carlos@ausejotaxes.com (415)239-6984

 

The Team

Carlos E. Ausejo, E.A.

BA degree from San Jose State University - 2014

  • Enrolled Agent since 2017
  • Professional Associations:
  • National Association of Enrolled Agents
  • California Society of Enrolled Agents
  • Golden Gate Society of Enrolled Agents

Mike Magsaysay- Accountant

BA degree from San Francisco State University - 2016

  • Practicing accountant since 2011

Hugo Roca - Sr. Accountant

  • Practicing accountant since 1989

Grace Castillo - Sr. Accountant

  • Practicing accountant since 1989

Ana Bonilla - Sr. Accountant

  • Practicing accountant since 1991

Matec Magsaysay - Sr. Accountant

  • Practicing accountant since 2005

Vilma Demarty - Staff Tax Preparer

  • Tax Preparer since 1991

Emily Jay - Accountant / Staff Tax Preparer

BA degree from San Francisco State University - 2018