Michael Fullam and Carol Dana-Fullam have prepared tax returns for individuals and businesses for 30+ years. The main office is located in Walnut Creek, CA. In 2019, they acquired Stern & Associates in San Francisco. The combined company is now known as Stern & Associates.
MICHAEL FULLAM, EA, - CEO
Michael is an Enrolled Agent, EA. This is a license issued by the IRS for taxation and representation in all 50 states. Michael sold the tax firm in 2000, with 1,200 tax clients and a staff of 2 with 2 principals. After the sale of the tax firm Michael moved to the bay area and worked in San Francisco for a large CPA firm. He then started another tax firm in Berkeley specializing in international businesses and taxation. Michael has helped numerous clients that could not get a loan unless the back tax issues were resolved. Michael also loves to help Businesses succeed through business planning, or resolving back tax issues like payroll/sales taxes or IRS/State taxes. Michael will complete his Level 3 of NTPI Fellowship status in November 2019.
CAROL DANA-FULLAM, EA - CFO
Carol is an experienced Enrolled Agent that specializes in taxation and tax representation. After the sale of our Tax business in 2000, she became CFO of several dot coms ranging from Startups to international companies. Some of these companies were public companies that as their CFO required Public Company reports to be filed with the SEC. In Euro, the 5th largest advertising company in the world at that time, Carol would consolidate companies after acquisitions to eliminate duplication of jobs and sometimes locations. Euro was an international advertising company. Forensic accounting was needed to determine which companies/jobs were to be closed. Carol will complete her Level 3 of NTPI Fellowship status in November 2019.