Welcome to Our Office
At Rancho Tax & Accounting Services, we take a personalized approach to understand your unique needs and provide tailored solutions that are both practical and effective. By leveraging our extensive experience, we ensure that we deliver the best possible results, no matter how complex your situation may be. Our team is dedicated to not just meeting, but exceeding your expectations, always striving to make your financial journey as smooth and stress-free as possible.
As your trusted partner in success, our firm strikes the perfect balance: large enough to offer a comprehensive range of professional services at competitive rates, yet small enough to offer the individual attention you deserve. We are committed to building long-term relationships with our clients, ensuring that we’re always here to guide you through life’s financial milestones.
Rest assured that when a need arises, our firm is ready and fully capable to handle everything for you—from routine tax preparation to more intricate financial planning. This allows you to focus on what truly matters, whether it’s growing your business, spending time with loved ones, or pursuing your personal goals. With Rancho Tax & Accounting Services, you can be confident that you have a reliable partner by your side every step of the way.
About Us…
Bhaumik (Beau) Amin, EA
With over 14 years of extensive experience in tax preparation, accounting, and financial management, Bhaumik has developed a deep understanding of the complexities of the ever-changing tax landscape. His knowledge spans individual tax filings, small business accounting, IRS representation, and strategic tax planning, making him a trusted resource for clients seeking precise and effective financial solutions.
Bhaumik holds a Bachelor of Science degree in Accounting, which provides him with a strong foundation in financial principles, compliance, and reporting standards. His academic background, coupled with years of hands-on experience, allows him to deliver exceptional service while helping clients navigate intricate financial matters with confidence.
As an Enrolled Agent, Bhaumik has earned the highest credential awarded by the IRS, showcasing his expertise in federal tax matters and his commitment to ethical and professional standards. His dedication to staying updated on current tax laws and regulations ensures that clients receive accurate, compliant, and personalized tax solutions.
This merger marks an exciting milestone, as Bhaumik’s extensive knowledge, leadership, and client-focused approach will contribute significantly to the growth and success of Rancho Tax & Accounting Services.
Palak Patel, Tax Associate
With two years of experience in tax preparation, Palak has developed a strong foundation in managing individual and small business tax returns. Known for exceptional client-oriented communication skills, Palak excels at making complex tax information easy to understand, ensuring clients feel confident and informed throughout the process. Whether working with first-time filers or long-time clients, Palak is dedicated to providing personalized service, addressing concerns promptly, and offering clear guidance tailored to each client’s unique financial situation. This commitment to excellent communication, coupled with a solid understanding of tax laws, allows Palak to build lasting relationships and deliver reliable, accurate results.
Mansi Joshi, CTEC
Mansi is an all-rounder. She worked for Beau at his old firm as an e-filer before getting hired as a full-time staff accountant with us. She has great bookkeeping knowledge coupled with outstanding customer service skills. She is unmatched when it comes to detailed research tasks and her work efficiency. She currently holds a CTEC license. And she completed her Bachelor of Science in Accounting at Cal Poly Pomona.
Komal Amin, Office Manager
Komal became a valued member of the Rancho Tax Services team in September 2022. While she is also the significant other of Mr. Bhaumik Amin, her decision to join the company was driven by her strong interest in supporting its growth and efficiency. Komal took on a key role in managing various administrative and managerial tasks, bringing her organizational skills and attention to detail to help streamline operations. Her contributions have been instrumental in ensuring that the office runs smoothly and that the team can focus on providing exceptional service to clients.
Enrolled agents (EAs) are America’s tax experts.
An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns.
They are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Enrolled agents are required to complete many hours of continuing education each year to ensure they are up to date on the constantly changing tax code and must abide by a code of ethics. When you need a true tax professional, see an enrolled agent.