About Us

TaxPlus Financial Services | 315 Noe Street | San Francisco CA 94114 | 415-431-9660

About Us

Steven Berman, E.A., Principle of TaxPlus Financial Services has been a tax adviser since 1990 and has offered financial services since 1994. He is an Enrolled Agent and an Investment Advisor Solicitor* and is licensed in Real Estate and Insurance as well. Steven combines his skills in tax preparation, his knowledge of insurance, mortgages and real estate with a deep commitment to support his clients to find solutions to their financial issues.
* Securities offered through: H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through: H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Co.

Christian Bernard, Tax Manager, joined the TaxPlus team in January 2009. Christian has 13 years experience in tax and bookkeeping services including: tax planning and tax preparation, small business bookkeeping and new business formation and consulting. In addition to managing our Tax Services, Christian is expanding our Bookkeeping Services for small businesses and individuals. He works closely with Steven to offer our clients consultations for tax planning and small business development.

Tax Preparers:

Marjan Arasteh joined the TaxPlus team in January 2010. Marjan Graduated from USC with an Accounting degree in 1993, and has worked in both corporate accounting as well as big and small public accounting firms. Marjan’s work experience includes tax preparation, bookkeeping, and consulting. When not working, Marjan volunteers at Glide and enjoys cooking, and traveling.

Jim Cardinale, E.A., has been a tax preparer at TaxPlus Financial Services since 1998. With thirty years of tax preparation and tax consulting experience, Jim brings expert knowledge to the firm. Jim also maintains his own tax practice in the San Francisco Richmond District. Jim has a variety of interests and hobbies that include listening to jazz, growing flowers, and gourmet cooking.

Micah Epps, Financial Services Assistant to Steven Berman, has been with TaxPlus Financial Services since 2001. He provides client support in financial services, mortgage loans, and insurance. Micah is also a certified tax professional in California and a registered tax preparer with the California Tax Education Council.

Operations Staff:

Marge Golden has been the Operations Manager at TaxPlus Financial Services since 2002. Marge brought to TaxPlus considerable business skills gained through working in both the corporate and non-profit world. In addition to her work at TaxPlus, Marge volunteers as the Annual Campaign Manager for the All Stars Project of the SF Bay Area. The All Stars Project is a non-profit organization that sponsors after school, performance based youth development programs for inner city kids.

Elizabeth Maynard has been with TaxPlus for 10 years holding various positions in management and operations. Elizabeth is a UC Berkeley Graduate with a degree in International Economics & Politics and Community Economic Development. She has over 20 years experience working in small business, corporate and non-profit settings. She avidly follows international political and economic trends and plans to take her interest into health care and economic efficacy in the prevention of disease.

TaxPlus Financial Services | 315 Noe Street | San Francisco CA 94114 | 415-431-9660