NumberCrunchers' team of financial experts utilize their extensive technical knowledge and expertise to ensure you have a competitive advantage in every financial decision you make. Meet our key personnel:
...has enjoyed making life less taxing for clients for more than 25 years. She is an Enrolled Agent (EA) and principal at NumberCrunchers. Paula relies on her experience and expertise to solve often complex tax issues for businesses, individuals and non-profits in Southern, California.
As an EA, Paula completes, on average, 70 hours per year of continuing education, four times the federal government's requirement. She serves as an advocate for clients before all administrative levels of the IRS. When she's not rescuing taxpayers from the government, Paula leads seminars on individual and small business taxation, record-keeping and QuickBooks®. She has been in accounting and accounting management for nearly thirty years and serves on the boards of multiple local and international non-profit organizations.
Education, Licenses, Certifications, Accolades:
- Bachelor of Science Business Administration/Accounting
- Enrolled Agent - License to Practice Granted 1993 Internal Revenue Service, Washington, D.C.
- Certified QuickBooks® Software Professional Advisor
- Voted one of the area's best tax professionals by Ventura County Star readers
- National Society of Accountants
- National Association of Enrolled Agents
- California Society of Enrolled Agents
- National Association of Tax Practitioners
DERALYN "DEE" BOYD
...has served as firm administrator for NumberCrunchers since its inception. Dee oversees the day to day operations for the firm. Her organizational skills come in quite handy as she juggles an array of duties ranging from greeting clients and scheduling appointments to bookkeeping and tax preparation.
Dee loves every client and enjoys getting to know and "mothering" them and their families.
...has provided financial advice and planning to individuals, corporations and closely held businesses in Southern California for over 15 years. He specializes in helping individuals, their families and businesses develop successful strategies for managing their financial affairs.
He has published several articles and presented courses and lectures on the basics of investing, prudent money management and making informed financial decisions for California State University Northridge, California Lutheran University and the College for Financial Planning. He has served on the advisory boards for a number of charities.
Don holds a Certificate in Taxation and Financial Planning from the University of Southern California and the College for Financial Planning. He is also a CTEC (California Tax Education Council) Registered Tax Preparer and a Certified QuickBooks® Professional Advisor.
- Financial Planning Association
- National Society of Accountants
- California Society of Accounting and Tax Professionals
...manages NumberCrunchers’ client accounting/bookkeeping. She’s worked in various levels of the accounting field for over 30 years; she’s specialized in small business bookkeeping since 2000. Her experience has included bank reconciliations for multiple bank accounts and managing the accounts payable and accounts receivable functions using QuickBooks software. Her duties have included other account reconciliations, bookkeeping system set-up, complete payroll and sales tax return preparation and compliance. Sonja’s expertise also includes teaching business owners how to manage their own accounting function using QuickBooks. Sonja has a Bachelor of Science degree in Accounting from Redlands University and a Masters from University of Phoenix.