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Vicki L. Mulak, EA, CFP

Phone 714-669-1172 ext. 105
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Vicki is an Enrolled Agent and Certified Financial Planner (CFP®).   She is also insurance and securities licensed.   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 assists small businesses and individuals in a variety of tax and financial matters.  

Vicki is well-known for her Californiatax law and business entity concentrations.  She frequently testifies before the Franchise Tax Board meetings inSacramento,CAand stays involved in state tax legislation sponsored by the California Society of Enrolled Agents (CSEA), attending Assembly and Senate committee hearings as necessary.  In 2010, Vicki testified with Senator Mimi Walters before the California Labor Committee assisting in the passage of SB1244, a bill to conformCalifornialabor law affecting LLCs to federal.  In addition to her private practice, Vicki has represented the tax practitioner community since 1997 on the California Employment Development Department's (EDD) Small Business Employer’s Advisory Committee (SBEAC).   In 2010, 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 of the West” seminar. 

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 their educational goals. She appeared in December 2004 on the IRS’ web cast Tax Talk Today. 

Since 1993, Vicki has worked to prepare students for the partnership and corporation section of the Special Enrollment Exam Class through classroom instruction for the Orange County Chapter of CSEA.   She has been an Extended Education instructor forCaliforniaStateUniversityatFullertonfor their Financial Planning Certificate Program from 1997-1998.  Vicki was honored for her excellent support of the local business community in 1996 as the recipient of the U.S. Small Business Administration’s “Accountant Advocate of the Year” award.

Vicki remains active with Practitioner Publishing Company, providing editorial services for each annual edition of the Accounting Quickfinder desk reference book.

She received her Bachelor of Science in Business Administration degree from Thomas Edison State College inCamden,New Jerseyand resides with her husband, George, in Tustin.