Cathleen Petersen

 

Contact Info

Cathleen M. Petersen, E.A.
14583 Big Basin Way, #6
Saratoga, CA 95070
(408) 741-1412 (main office) - (408) 741-1158 (fax)

ABOUT US

Cathleen Petersen, E.A. advises premiere Silicon Valley clients in matters of personal investment and wealth planning, tax preparation, and financial planning. CPEA has served San Francisco Bay Area and International clients since 1983. Cathleen is a Registered Principal of Securities America, Inc. and a Registered Broker-Dealer. Securities America Advisors, Inc is the Registered Investment Advisor.
Licenses and Certifications
  • Enrolled Agent: The highest credential awarded by the IRS.
    Allows us to represent taxpayers before the Internal Revenue Service
  • Registered Principal with Securities America, Inc.
  • Registered Representative with Securities America, Inc.
  • Accredited Tax Advisor
Professional Memberships:
  • Financial Industry Regularatory Authority (FINRA)
  • Securities Investor Protection Corporation (SIPC)
  • National Association of Enrolled Agents
  • National Society of Tax Professionals
  • National Society of Accountants
  • Financial Planning Association
  • California Society of Enrolled Agents