Felle Andree Mau Suguitan, EA, MBA
Felle completed a Bachelor of Science in Business Administration, Bachelor of Science in Accountancy & Master of Business Administration. She obtained her Enrolled Agent Designation in 2014 that allowed her to meet her CPA mentor and prepare close to a thousand returns. Felle is a member of the California Society of Enrolled Agents (CSEA), the National Association of Enrolled Agents (NAEA), and the National Association of Tax Professionals (NATP).
Felle has extensive experience as a tax expert in one of the largest tax software companies in the country, and as a senior tax accountant in US CPA firms and other private tax firms preparing various types of tax returns. She used the best tax software like Lacerte, Intuit Tax Online, ProSeries, ProSystem, Axcess, ATX, Drake, Ultratax, TaxTools, Taxware, and Turbo Tax Live. In short, she has seen it all. Moreover, Felle attends 40+ hours of continuing education annually to ensure that she is up to date with all current laws so she can provide outstanding resources to all her clients.
Felle’s Specialties include Audit/Collection, FTB Representation, LLCs, Business Partnership, C Corporations, Exempt Organization, Expats, IRS Representation, Individual, International, Military, New Business Formation, Out of State Returns, Non-filers Returns, S Corporations, Trust, Virtual Currencies, Sales Tax, Payroll, Local Filings, and Bookkeeping.
Felle enjoys her free time, with her husband and daughter, roaming around the Bay Area.
James Houston, EA (Former Owner – Recently Retired)
James, the OSTS pioneer, holds a B.S. degree (Business major) from the University of Santa Clara and is an Armed Services Veteran.
Before becoming an Enrolled Agent (EA), He worked as a Senior Analyst for several high-tech companies mostly in the Operations and Logistics Divisions over many years. James did a lot of work with databases and populations and came up with solutions to questions that no one else was asking. He’s fond to remember that a couple of his bosses (on different jobs) called him, “Doctor” because He could create customized Excel spreadsheet tools that provided immediate and practical, where-the-rubber-meets-the-road type solutions.
Overall, James created many problem-solving tools and has been providing simple and practical solutions all his life. And as he looked back on his high-tech career, He realizes that He was “pearl-diving” many years before the expression was coined.