We wish to serve our clients throughout the year by offering professional service and expertise through the availability of multiple Enrolled Agents. Kari Pel and Paul McReynolds work as a team to assist you with your financial and tax planning needs during tax season and beyond.
Dedication to Ministers
The Enrolled Agents at Pel & Associates are dedicated to ministers' tax planning, and are good at it. We are experts in ministers' housing allowance and special self-employment tax issues. We also understand the unique struggles and opportunities that ministers have to provide for their retirement and other financial goals. At Pel & Associates we see our work in this area as one way in which we can minister as part of the Kingdom of God.
Dedication to You
Although we have a unique expertise in our work with ministers, Pel & Associates is not limited in its scope. We also have expert knowledge in small business planning and working with families. Let us be your first call. If you have a question - call us! If we can't help you, we will get you in contact with someone who can.
Reliance on Referrals
Great clients refer great clients. The primary form of marketing for Pel & Associates currently is in receiving such excellent referrals from our clients, so please continue to send referrals our way.
We appreciate your business and we thank you.
Remember to call Pel & Associates first for all of your financial and tax planning needs.
Tax Preparation, Owner
Oh, it's been a great journey. I graduated from Hope International University in 1997 with a Bachelor of Arts in Management and Business Administration with a concentration in Finance. Soon after, I was introduced to Dr. Paul McReynolds and took over the business in 2000. I am an Enrolled Agent (EA) and certified financial planner™ (CFP®). We have gone through a couple of name changes, and a few location moves, but our focus has always been on serving the Church by assisting ministers with their financial and tax planning needs. And we've grown! We strive to be the primary resource for exempt organizations for financial and tax advice. We prepare around 800 tax returns annually. The list of small businesses and tax exempt organizations that we serve grows each year. And our recent affiliation with VantaQuest has given us access to an expanded level of service, including the recent educational workshop that I had the privilege of speaking at. When I'm not at the office, my husband, Jason, and I spend our time serving with a young congregation, Oasis Community, located in the Little Arabia area of Anaheim. And I also love to read and to do a bit of traveling. Yes, it's been a great journey, and the best is yet to come!
I finished an MBA program in 1980 and wanted to do something with that. I started working for a Tax company in Downey. After two years that company self-destructed and I contacted about 100 clients with whom I had worked. So I have been doing taxes and specializing in Ministerial taxation since 1980. When I decided to retire from full time teaching at Hope International University, I looked for 4 years to find someone who would take care of my clients as I did and after several failed attempts, Kari joined me. She took over the business in 2000 and I have worked with her ever since. Since 1980 both the tax laws and the technology have changed drastically but I have enjoyed the changes and the relationship with all the people I have worked with and continue to work with. It is very satisfying and enjoyable.
Pel & Associates | 3010 Old Ranch Parkway, Suite 350 | Seal Beach, CA 90740
Phone: (714) 526-2668 | Fax: (866) 279-4916 E-mail: firstname.lastname@example.org