Tax Professional Finder

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Certification	Training Hours Required for Certification
Tax Associate	30-99
Tax Specialist (1-3)	100-189
Tax Advisor (1-4)	190-309
Senior Tax Advisor (1-5)	310-unlimited
Master Tax Advisor / Enrolled Agent	Circular 230* authorized and completion of Representing Individuals with Tax Problems

H&R Block Additional Certifications:

Additional Certifications	Criteria
Enrolled Agent (EA)	An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.
Certified Public Accountant (CPA)	Certified Public Accountants are Tax Professionals who have received state certifications to practice accounting.
Attorney	Attorneys are Tax Professionals who have received state certifications to practice law.
Small Business/Sole Proprietors	Small Business certified Tax Professionals are knowledgeable in the preparation of tax returns for small businesses and small business owner(s). These Tax Professionals have successfully completed advanced training in tax situations unique to Sole Proprietors, Partnerships and S Corporations.
Retirement	Retirement certified Tax Professionals have successfully completed H&R Block's certification program focusing on the tax impact of choosing various retirement options. These Tax Professionals have advanced training in the preparation of tax returns with retirement plan contributions and distributions and rollovers.
Investment Income	Investment Income certified Tax Professionals are knowledgeable in the preparation of tax returns with various types of investment income. These Tax Professionals have completed advanced training covering the various investment options and how the income, gains, and losses from these investments impact current and future year tax situations.
Military	Military certified Tax Professionals have successfully completed H&R Block's certification program focusing on the unique tax situations encountered by Military personnel and their families. These tax professionals have advanced training covering Military specific tax laws and the preparation of Military tax returns.

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To schedule an appointment, please call the office.

Thomas Winsborrow

Senior Tax Advisor 5: 35 years tax experience

Personal Information

Professional Experience: Controller, Tax Pro and Small Business owner, 4 years Navy experience
Educational Experience: Bachelors Degree in Business/Accounting from Humphrey's College
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Non-U.S. citizen (living in USA), ITIN (Individual Taxpayer Identification Number) application, Income earned outside the U.S., Retirement income, Income from multiple States, Farming operations, Military, Clergy, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Partnerships, Corporations, Not-for-Profit organizations, Tax Planning
Hometown: East Bay Area, CA
Hobbies: Investing in the stock market, travel, working out, gardening
Why I Prepare Tax Returns: I enjoy the relationships I develop with my clients. Taxes are an unpleasant requirement, and I enjoy making this painful task more manageable for my clients.

To schedule an appointment, please call the office.

Kimberly Knowles

Tax Associate: 2 years tax experience

Personal Information

Professional Experience: Administrative Assistant, Manager
Educational Experience: Student at Modesto Jr College - Interior Design Major
Areas of Expertise: Home ownership, purchase, or sale
Hometown: Manteca, CA
Hobbies: Anything fun!
Why I Prepare Tax Returns: I like people! I get to spend time with a bunch of different kinds of people and help them as I get to know them.

To schedule an appointment, please call the office.

Gordon Lindstrom

Senior Tax Advisor 5: 27 years tax experience
Additional Certifications: Certified Public Accountant (CPA)

Personal Information

Professional Experience: 20 years business promotional experience and 27 years as a CPA
Educational Experience: Bachelors Degree in Business Administration from Fresno State University,and recognized as an Expert Witness
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Non-U.S. citizen (living in USA), ITIN (Individual Taxpayer Identification Number) application, Income earned outside the U.S., Retirement income, Income from multiple States, Farming operations, Military, Clergy, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Partnerships, Corporations, Not-for-Profit organizations, Help with IRS or State notices / audits, Tax Planning
Hometown: Stockton, CA
Hobbies: Collecting political memorabilia, following the stock market, creating business and marketing plans
Why I Prepare Tax Returns: I like advising individuals and businesses regarding complex tax structures. I enjoy the challenge and I enjoy seeing the results!

To schedule an appointment, please call the office.

Laura Strombom

Master Tax Advisor: 14 years tax experience
Additional Certifications: Enrolled Agent (EA)

Personal Information

Professional Experience: 7 years retail store management, 5 years controller for construction/trucking company, 15 years self employed, 3 years College level instruction in Business and Accounting Courses
Educational Experience: Executive MBA Golden Gate University, BS Degree UC Davis in Animal Science
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Income earned outside the U.S., Retirement income, Income from multiple States, Farming operations, Military, Clergy, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Partnerships, Corporations, Not-for-Profit organizations, Help with IRS or State notices / audits, Tax Planning
Hometown: Stockton, CA
Hobbies: Horseback riding, playing games, enjoying my pets, travel
Why I Prepare Tax Returns: I get to know my clients and look at their whole financial picture. I look for ways I might be able to enhance their financial health. Each client is like a puzzle that needs to be solved, and I love puzzles!

To schedule an appointment, please call the office.

Bryan Strombom

Tax Specialist 3: 8 years tax experience

Personal Information

Professional Experience: 8 Years bookkeeper/tax pro, 7 years restaurant management, 3 years non-profit fundraiser, 3 years nursing home administrator
Educational Experience: Bachelors Degree in Business Administration, Fresno State University
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Retirement income, Small Business, Sole Proprietor, or Self-employed
Hometown: Stockton, CA
Hobbies: Competitive bass fishing, playing guitar, watching sports on tv
Why I Prepare Tax Returns: When preparing a tax return, I have the opportunity to explore the complete financial picture of another person and help them make wise choices. I like spending time with a wide variety of clients and I like that every situation is unique. Tax preparation is never boring!

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Location

4512 FEATHER RIVER DR
STE G
All About Numbers Office, one block south of March Lane behind the Blood Bank 2nd floor Elevator available
STOCKTON, CA 95219

Office Phone Number

209-955-2244

Office Information

Monday - 8 - 5
Tuesday - 8 - 5
Wednesday - 8 - 5
Thursday - 8 - 5
Friday - 8 - 5
Saturday - Closed
Sunday - Closed

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Tax Professional Finder

H&R Block Tax Certification Levels:

H&R Block Best of Both^SM

H&R Block Additional Certifications:

H&R Block Best of Both^SM

Enrolled Agent

H&R Block Best of Both^SM

Thomas Winsborrow

Personal Information

Kimberly Knowles

Personal Information

Gordon Lindstrom

Personal Information

Laura Strombom

Personal Information

Bryan Strombom

Personal Information

Location

Office Phone Number

Office Information

Tax Professional Finder

H&R Block Tax Certification Levels:

H&R Block Best of BothSM

H&R Block Additional Certifications:

H&R Block Best of BothSM

Enrolled Agent

H&R Block Best of BothSM

Thomas Winsborrow

Personal Information

Kimberly Knowles

Personal Information

Gordon Lindstrom

Personal Information

Laura Strombom

Personal Information

Bryan Strombom

Personal Information

Location

Office Phone Number

Office Information

H&R Block Best of Both^SM

H&R Block Best of Both^SM

H&R Block Best of Both^SM