Taking the Stress Out of Taxes
About ATS
Birthplace of ATS
Our Beginnings
ATS was first conceived on the 4th of July 1985 in the historic Benicia city park. On this day, numerous towns people came together to picnic in the park, enjoy the entertainment in the gazebo and wait for the waterfront fireworks that night. Among the many picnicers were a few members of a local church discussing some community needs. One was the need for a permanent year-round income tax office in town. Intrigued by the idea of fulfilling this need, local residents Frank and Sylvia Barata, both employed at that time as tax specialists with the IRS took on the challenge. Sylvia chose to leave her IRS career of ten (10) years while Frank kept a foothold at the IRS. With the financial support of Gene and Nancy Duplin, active ATS partners for the first two years, an office was secured in August on First Street and the Benicia phone number 707-745-1040 was captured.
Unlike many established tax practices, ATS had no clients. By way of advertising with mailers, articles, radio commercials and live call-in talk programs and many personal presentations by Sylvia Barata, ATS began to grow. Many of ATS’ first clients are still with us today as well as their children and many referrals. We continue to strengthen our relationships and consider them as family. The confidence, trust, and loyalty portrayed by ATS clients, old and new, is an affirmation that the idea conceived on July 4th, 1985 was a true inspiratipn and a reminder of our original purpose. ATS has become a growing family serving clients coast to coast. Over the years, our clients began calling us their “Tax Angels”. The “Tax Angels” continue to live up to this calling. They remain true and loyal to these clients by providing quality tax services. The “Tax Angels” thank you for your confidence ad trust, and value your referrals.
Meet the Angels
Sylvia J Barata
CEO, Enrolled Agent
ATS Tax & Financial Solutions, Inc.
1075 1st Street Ste 6 Benicia CA 94510
Work Phone: 1-707-745-1040
Direct Dial: 1.707.361.2362
Work Fax: 1-707-745-0281
Work Email: sylvia@taxangels.com
Born and raised in northern California, Sylvia began her tax career in 1975 with the IRS. While there she grew to love working with people while using her analytical number skills. She answered tax questions, instructed IRS employees, monitored the toll-free tax information line for accuracy, supervised and made many public appearances as the media relations tax expert. She was recognized for her expertise with many awards; including federal employee of the year.
After 10 years with the IRS, Sylvia, along with her many developed skills, ventured out on her own to help taxpayers in need. Her desire was to work closely with a client from start to finish. She became an Enrolled Agent and opened Affordable Tax Service; now known as ATS Tax and Financial Solutions Inc.
Since 1975, Sylvia has focused her attention on a wide variety of tax issues; preparation of individual, business, estate and trust tax returns, assist clients in working through the negotiation process of settling tax debt, represent clients on audits and other government inquiries and, of course assist clients in tax planning. With her extensive knowledge, Sylvia also assists clients with personal finance decisions, occasionally holds educational sessions, and encourages people to do the right thing. She is knowledgeable about the special rules for clergy, people with disabilities, foreign tax issues and small business matters.
Sylvia is dedicated to bringing clients the best service possible with sincere caring and understanding. She and her team of “Tax Angels” work diligently to help guide clients toward their individual goals and solutions.
Gerry Pusateri, EA
ATS Tax & Financial Solutions, Inc.
1075 1st Street Ste 6 Benicia CA 94510 United States
Work Phone: 1-707-745-1040
Direct Dial: 1.707.361.2365
Work Fax: 1-707-745-0281
Personal Email: taxpro2@taxangels.com
Teresa Thompson
ATS Tax & Financial Solutions, Inc.
1075 1st Street Ste 6 Benicia CA 94510 United States
Work Phone: 1-707-745-1040
Direct Dial: 1.707.361.2363
Work Fax: 1-707-745-0281
Work Email: taxhelp@taxangels.com
Dana Brock
ATS Tax & Financial Solutions, Inc.
1075 1st Street Ste 6 Benicia CA 94510 United States
Work Phone: 1-707-745-1040
Direct Dial: 1.707.361.2361
Work Fax: 1-707-745-0281
Work Email: taxhelp@taxangels.com
Janeen Thomas
ATS Tax & Financial Solutions, Inc.
1075 1st Street Ste 6 Benicia CA 94510 United States
Work Phone: 1-707-745-1040
Direct Dial: 1.707.361.2357
Work Fax: 1-707-745-0281
Work Email: taxhelp@taxangels.com
Frances Cohen
ATS Tax & Financial Solutions, Inc.
1075 1st Street Suite 6 Benicia CA 94510 United States
Work Phone: 1-707-745-1040
Work Fax: 1-707-745-0281
SaundraLee Regina
ATS Tax & Financial Solutions, Inc.
1075 1st Street Suite 6 Benicia CA 94510 United States
Work Phone: 1-707-745-1040
Work Fax: 1-707-745-0281
Partner With an Enrolled Agent
Sylvia and Gerry both hold memberships to NAEA and CSEA
- Enrolled Agents are America's Tax Experts
- Partner with an Enrolled Agent (EA) for all your tax needs:
- Did you buy a home or other property?
- Do you have investments?
- Has your marital status changed?
- Did you start your own business?
- Are you a beneficiary of a trust or estate?
How Can an Enrolled Agent Help YOU?
EAs are federally-licensed tax practitioners who specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf.
EAs are trained in a wide variety of common and unusual tax situations. With the tax laws changing yearly, it’s more critical than ever to have a qualified tax specialist on your side when preparing your tax and financial strategy. The Enrolled Agent license is the highest credential the IRS issues. Be confident about your tax return – use an Enrolled Agent.
Why Use an Enrolled Agent for Your Taxes?
EAs are experts in tax planning and can help ensure you don’t pay too much or risk an audit.
EA hold the highest credential the IRS awards
EAs are licensed by the federal government and can represent taxpayers before the IRS
EAs prepare returns for individuals, partnerships, corporations, estates, trusts, and other tax entities.
Enrolled Agents are America’s Tax Experts
Enrolled Agents (EAs) must pass a comprehensive exam that requires them to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. The only other way to become an EA is to be employed by the IRS for minimum of five years, regularly interpreting and applying the provisions of Internal Revenue Code and Regulations.
EAs must complete 72 hours of continuing education specifically on taxation every three years. Members of the California Society of Enrolled Agents complete 90 hours of continuing education every three years. CSEA Members prepare nearly 2 million tax returns each year.
Enrolled Agents Can and Will Represent Clients Before the IRS
EAs have unlimited representation rights before the IRS at all administrative levels. They can represent their clients on any matter, regardless of who prepared the tax return. Many EAs have completed specialized and intensive programs in representing taxpayers who have not filed, are under audit, or are having difficulty paying their tax bills.
The best part is, with an Enrolled Agent representing you, you don’t have to go to the IRS at all!
When you need a true tax professional, see an Enrolled Agent.
Taxpayer Resources
CSEA would like to help make tax season be as painless as possible. Here are some tools and resources to help you during tax time.
- Taxpayer Checklist
- Identity Theft Information
- Record Retention for Small Business & Self-Employed Taxpayers
- Disaster Emergency Planning Brochure
- Where’s My Refund
- Five Tips for Choosing a Tax Professional
- Find an Enrolled Agent Near You
- IRS Directory of Federal Tax Return Preparers
Partner with an Enrolled Agent for all your tax needs.
- Did you buy a home or other property?
- Do you have investments?
- Has your marital status changed?
- Did you start your own business?
- Are you a beneficiary of a trust or estate?
Privacy Policy
We Respect Your Privacy
In this age of information, you value your privacy more than ever before, and so does ATS Tax & Financial Solutions, Inc. You deserve to know how ATS treats your private information gathered on our website, at our office and from any other sources. We encourage you to read these paragraphs so that you can learn more about ATS Tax & Financial Solutions, Inc. privacy policy.
BY USING TAXANGELS.COM, OR ANY OTHER WEBSITE OR SOFTWARE APPLICATION HOSTED BY ATS TAX & FINANCIAL SOLUTIONS, INC. (collectively, “ATS”), YOU AGREE TO THE TERMS AND CONDITIONS OF THIS PRIVACY POLICY. IF YOU DO NOT AGREE WITH THIS PRIVACY POLICY, DO NOT USE THE ATS WEBSITE.
BY ENTERING OUR OFFICE, YOU AGREE TO THE TERMS AND CONDITIONS OF THIS PRIVACY POLICY. IF YOU DO NOT AGREE WITH THIS PRIVACY POLICY, DO NOT ENTER OUR OFFICE.
INFORMATION COLLECTION AND USE
ATS Tax & Financial Solutions, Inc. is the sole owners of the information collected at our office and on the ATS Website. We collect personal information from our customers at office and from our users at several different points on our websites. Less frequently we collect personal information from outside sources, such as public website search engines and your posts on public social media. This privacy policy describes your rights regarding your personal information collected by ATS Tax & Financial Solutions, Inc. and how to exercise your privacy rights.
USES OF INFORMATION
We use the information we collect when you visit different sections of our websites to help make our sites, and services more useful to you.
If you are applying for a job, your application information will be used and disclosed by us, in connection with the application and hiring process. The application information can be used to assess your suitability for employment with ATS or its affiliated companies, conduct background investigations or verify information about you, conduct applicant and employment-related statistical evaluation and record keeping, and comply with legal obligations or respond to legal claims.
Your registration or enrollment information may be used to contact you about the services on our sites in which you have expressed interest.
INFORMATION SHARING AND DISCLOSURE
We share your personal information with certain tax agencies and financial institutions for limited purposes, including but not limited to, filling customer orders, offering certain products and services in connection with our website.