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®
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 Jersey and resides with her husband, George, in Tustin.
CINDY DEIBERT
When you call American Financial and Tax, Cindy's voice will be the first one you hear. Always friendly and efficient, she will answer questions, schedule appointments and be a smiling face when you walk in the door. Cindy comes to us after being a client of American Financial and Tax for several years with her own home based business. A travel agent for 11 years, Cindy has traveled the globe, but always returns to her home town of Tustin where she resides with her husband, and two children.
LIPING YANG, EA
Liping brings more than 5 years’ experience in the tax and accounting industry working in local CPA firms at every level, from accounts payable and receivables, month end reconciliations, payroll and sales tax return preparation. In 2011, she became an Enrolled Agent after passing the three IRS EA competency exams in individual tax, business tax and representation. With high respect for Vicki, Liping brings her professional knowledge, excellent customer service and international culture to American Financial & Tax.
Liping grew up in City of Tianjin in China, and educated in both Japan and The United States. She currently resides in Orange
JOSEPH DAVIDSON, CRTP
Joseph brings nearly 10 years of combined tax experience to American Financial and Tax. During his career, he has gained experience with payroll taxes, month-end and quarter-end reconciliation, and accounts payable and receivables. He has also assisted clients in dealing with the IRS and the Franchise Tax Board, helping them to respond to notices of intent to levy and general inquiries. Not only is he diligently working on his Enrolled Agent designation, but he has also started the process to become a QuickBooks Pro Advisor, to help others better understand the QuickBooks program.
Joseph received 2 Bachelor’s Degrees from Concordia University in Irvine, CA, one in Business Management, and the other in Business Accounting.
During his free time, Joseph likes to relax with his beautiful wife, 2 daughters and their cat. He currently resides in Anaheim.