Enrolled Agents · San Francisco
McLaughlin & Weintraub – Enrolled Agents focuses on personal and small-business IRS taxation — enrolled to practice before the Internal Revenue Service, with tailored service from Taraval Street.
Principals
Reese McLaughlin & David Weintraub
Enrolled Agents serving San Francisco individuals and small businesses with preparation, planning, and IRS representation.
Services
Each individual and business has unique needs. McLaughlin & Weintraub is available to answer questions and help with ongoing tax planning as your situation changes.
Individuals
Careful Form 1040 work for personal returns — with planning conversations that fit how you earn and live.
Businesses
Entity returns for partnerships, corporations, and single-member LLCs — including California Form 568.
Trusts & estates
Specialized filings when family wealth, estates, or gifts require accurate Form 1041, 706, or 709 work.
Representation
Enrolled Agents are federally authorized to represent taxpayers before the IRS — audits, collections, and appeals.
Planning
Year-round guidance so filing season is not a scramble — and so changing business or personal facts stay on track.
Analysis
We review income, expenses, and financial details to determine liability clearly — then prepare accurate returns.
Client offer
Bring recent returns for a focused review and planning conversation. Leave with clearer priorities for the year ahead — without pressure or savings promises.
Enrolled to practice before the Internal Revenue Service — with honest, competent representation bound by strict ethical rules.
EAs demonstrate technical competence through a rigorous IRS examination and continuing education requirements.
Why this firm
Enrolled Agents hold the highest credential the IRS awards and are authorized to practice before the Service on audits, collections, and appeals.
As a smaller company, McLaughlin & Weintraub can offer tailored service for individuals, business owners, and independent professionals.
Based on Taraval Street in San Francisco’s Parkside / Outer Sunset — easy to reach by appointment when you need a face-to-face conversation.
About the firm
McLaughlin & Weintraub
A full-service tax firm focusing on small business and personal IRS taxation — offering a broad range of services for individuals, business owners, and independent professionals.
Our preparers
Principals Reese McLaughlin and David Weintraub lead the practice, with Jesus Guevara and Felicia Mei on the preparer team — offering options for both individual and small-business clients.
As Enrolled Agents, the firm is authorized to represent taxpayers before the IRS for audits, collections, and appeals, and to prepare and file all types of tax returns — bound by strict ethical rules to provide honest, competent representation.
Reese McLaughlin
Principal
David Weintraub
Principal
Jesus Guevara
Preparer
Felicia Mei
Preparer
How it works
01
Share a short outline of your individual, business, trust, or notice needs so the first conversation is focused.
02
Together you review returns, entities, notices, and timing — so scope matches your actual situation.
03
Returns and planning work are handled with close attention to accuracy, deadlines, and California specifics.
04
Ongoing questions, estimated taxes, extensions, and planning keep you current as laws and your circumstances change.
FAQ
Individuals, business owners, and independent professionals who need small-business and personal IRS tax preparation, planning, and representation — from the firm’s San Francisco office on Taraval Street.
An Enrolled Agent (EA) is the highest credential the IRS awards. EAs are federally authorized tax practitioners who have demonstrated technical competence by passing a rigorous IRS examination and meeting continuing education requirements. They may represent taxpayers before the IRS for audits, collections, and appeals, and prepare all types of tax returns.
2440 Taraval Street, San Francisco, CA 94116. Office hours are by appointment — call (415) 661-5900 to schedule.
Individual Form 1040; business Forms 1065, 1120, and 1120S; California single-member LLC Form 568; trust Form 1041; estate Form 706; and gift Form 709.
Call (415) 661-5900 to book a time. You can also send a message through the firm’s contact page if you prefer written outreach first.
Yes. Existing clients can use the secure client portal linked in the site footer. New clients should call first to get set up.
Book an appointment
Call to schedule — office hours are by appointment. Mention if you are interested in a Second Look Clarity Review of your recent returns.
McLaughlin & Weintraub – Enrolled Agents
2440 Taraval Street
San Francisco, CA 94116
