Mission Statement Firm Profile Financial Planning and Investments
Firm Profile
OUR MISSION STATEMENT:


We seek to provide individual and business clients with the tools and knowledge to be financially successful. The principal way we do this is planning. The old adage, “If you fail to plan, you plan to fail,” applies here daily. Our goal is to help each client plan for success. We offer professional yet personal service, and will help you reach your financial goals. We’re here in your time of trouble as well as time of security and growth.

 

At American Financial and Tax, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

 

 

VICKI L. MULAK, EA, CFP®, AND OWNER

Vicki is an Enrolled Agent and Certified Financial Planner (CFP®).   She is 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. 

She frequently testifies before the Franchise Tax Board meetings in Sacramento, CA and stays involved in California tax legislation sponsored by the California Society of Enrolled Agents (CSEA), attending Assembly and Senate committee hearings as necessary.  Vicki testified with Senator Mimi Walters before the California Labor Committee assisting in the passage of SB1244 (CH 2010-522) and SB 1131 (CH 2014-122) which now conform California employment tax law affecting LLCs to federal.  She chairs CSEA’s annual State Tax Agency Liaison Meeting, and the Advocacy Partnership Subcommittee, which is a committee of likeminded individuals and professional organizations that partner with CSEA, as needed, on California legislation and tax matters of mutual interest and concern.

 

In addition to her private practice, Vicki serves on two of the three California state tax agency advisory boards:  The California Franchise Tax Board (FTB) Advisory Board, since 2010 and the Employment Development Department's (EDD) Small Business Employer’s Advisory Committee (SBEAC) since 1997.

 

Vicki is a well-known presenter on federal and California tax law and update with audiences at continuing education events hosted by the National Association of Enrolled Agents (NAEA) and its state affiliates, CSEA’s Super Seminar, and the various CSEA chapters.  She is also a frequent presenter for Society of California Accountants (SCA).  She is author of numerous articles that have appeared in NAEA’s EA Journal, and CSEA’s California Enrolled Agent

 

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. 

 

From 1993-2012, Vicki worked to prepare students for the partnership and corporation section of the Special Enrollment Exam Class hosted by CSEA’s Orange County Chapter.   She has been an Extended Education instructor for California State University at Fullerton for their Financial Planning Certificate Program from 1997-1998, and has worked as an editor for Thomson Reuters’ Practitioner Publishing Company’s Accounting Quickfinder from 2006-2012.  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.

 

She received her Bachelor of Science in Business Administration degree from Thomas Edison State University in Camden, New Jersey and resides with her husband, George, in Tustin.

 - ADMINISTRATIVE ASSISTANT

We are currently looking for a proactive Administrative assistant.  Someone who wants to be proactive and solution oriented.  Someone who wants to be a part of the team and yet make the work their own.  

GEORGE MULAK

George's consulting for both American Financial and Tax and our clients have been an essential part of our growth.  He brings unique skills and perspective that are often simple and effective.  One example is that he was one of the very first Grass Roots marketerss  George can bring a helpful, useful, and practical solutions to todays facebook/twitter/website/social marketing and your goals implementation.  He has helpful focus on Marketing and Sales; computer hardware, processes, and system integration.  His focus and concern is on the bottom line, but in a way that includes being practical and human.  If you have a problem, "let George Do It" is still a great way to express it.  Please feel free to call him at the office or email him.

gmulak (at symbol) americanfinancialtax.com