Terry R. Allen, EA
Terry R. Allen, EA attended college at Cal State LA. He has prior experience as a beta tester for Microsoft Windows and Intuit tax software platforms. In 1983 he was a pioneer for in-house computerized tax preparation. In 1989 he was involved
as a beta tester for IRS E-filing services. He achieved his Enrolled Agent designation in 1987. Terry specializes in the area of railroad employees. Terry is known by his clients as someone they can trust to do a timely and accurate job in
preparing their taxes.
James R. Allen, EA
James R. Allen, EA (Jamie) grew up in the city of Yucaipa and graduated from Yucaipa High School in 1990. He later attended the University of CA Riverside to complete his Bachelors Degree in Business with an emphasis in Accounting and graduated
in 1994. In 1998 James passed the Department of Treasury IRS exam to become an Enrolled Agent. He has worked with his father Terry since 1995 in the same office. James has gained specific experience with regard to investment and financial
training over his career. He maintains and monitors the information systems. His expertise is within the complex business entities of all types.
Heather L. Baker-Allen, EA
Heather L. Baker, EA has been with AW Tax Service since 2009. Mrs. Baker (Allen) earned her Bachelor’s at Lewis and Clark College and her Masters from City University. She always brings an edge of easiness to the painful tax process. There are
few individuals that have her ability to communicate clearly the nuances of tax law and regulations. She is a great benefit to the firm. Her knowledge of legal matters concerning many aspects of the tax law are unprecedented across the
industry. She is known for handling great complexity involving the tax laws of individual and family cases.