Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Ronald Matlin, Managing Partner

Ron’s business career included years with Budget Rent a Car in Canada, Wisconsin and Boston as one of the first franchise holders. Ron moved to San Francisco as a Founder and President of Retail Technologies, Inc., a pioneer in computerized point of sale systems. Ron acquired Merchants Accounting Services in 1992 and as Managing Partner led the way for Merchants to become the number one accounting and tax service for the restaurant and hospitality industry in the San Francisco Bay Area.

Ron served on Budget Rent A Car’s advisory council in Budget’s formative years. Ron was awarded “Accounting Advocate of the Year” by the US Small Business Administration in 2001. Ron also taught Business Formation and Accounting for the Small business Development Centers in the San Francisco Bay Area.

Ron is Treasurer of the Golden Gate Yacht Club, the winner of the 32nd and 33rd America’s Cup and the defender of the 34th America’s.

Ron Specializes in Individual, Corporate, LLC Partnerships, Exempt and Fiduciary returns as well as being an expert in IRS, FTB and CA-BOE problem resolution and conflict negotiation.

Ron is a CPA-Illinois, CTEC-California, CPA-Canada and an IRS Registered Tax Preparer.

John Kroll, Founder and Partner

John started preparing tax returns at 18 and established a chain of tax firms across the nation from Hartford CT to Los Angeles CA before founding Universal Tax Group in 1984. In addition to preparing tax returns and representing both individual and corporate clients with audit representation he has served on several corporate and banking boards. He has acted as lead consultant in several corporate bail out engagements as well as counsel on sole proprietor business sales including mergers and acquisitions. Until recently his business consultancy required traveling to Europe and Asia. Having owned and managed over 200 separate real estate transactions including Residential, Commercial, Industrial and Multi Income Units he is the go to guy for any advice on structuring or restructuring your real estate portfolio. It is safe to say not only has John talked the talk but he has walked the walk. John always says work is his golf game and has the hands on experience to help you navigate through any issues.

John is an IRS registered tax preparer and tax filing specialist.

Our Team

We have a team of accountants, enrolled agents and business specialists that can handle any project.