About Us
Cathleen Petersen has been advising top Silicon Valley clients in matters of personal investment planning, tax preparation, and financial planning since 1983.
Location
Cathleen M. Petersen, E.A.
14583 Big Basin Way, #6
Saratoga, CA 95070
(408) 741-1412 (main office) - (408) 741-1158 (fax)
Licenses and Certifications
- Enrolled Agent to practice before the Internal Revenue Service
- Registered Principal with Foothill Securities
- Registered Representative with Foothill Securities
- Accredited Tax Advisor