Billings & Locati

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Areas Served: Marin County incl. Mill Valley CA, San Rafael CA, Sausalito…

Services: tax return preparation services & tax planning for individuals and…

267 Miller Ave Mill Valley, CA 94941
EA (Enrolled Agent) License #75131
  • Prime Buyer's Report Top Ten
  • CTEC (California Tax Education Council)
  • CSEA (California Society of Enrolled Agents)
  • NAEA (National Association of Enrolled Agents)

Getting ready to file your tax return doesn't have to be hard, when you use the right preparer.

The Marin County firm of Billings & Locati in Mill Valley CA was founded by partner Scott Billings to make tax issues easy for individuals and small business owners.

Experience Makes Taxes Easy at Billings & Locati in Marin County

An experienced tax preparer with more training can often simplify tax filing for their clients. Billings & Locati principal Scott Billings is an EA (Enrolled Agent) with 11 years of experience. That's an important designation because while CPAs have financial abilities, they don't always have expertise in tax preparation specifically. Enrolled Agents are true tax experts, being registered by the IRS to represent taxpayers to them.

Scott Billings, EA says, "Enrolled Agent is an important tax designation that only a few qualified professionals earn. We had to pass a two-day long test specific to taxation, and prove we're educated and qualified. So we provide expert services that simplify life for our clients."

In 2008, Scott Billings merged his practice with the existing firm owned by Charles Locati. Scott says, "Chuck Locati has been at this location for more than 30 years, and he has a great reputation in the community. Everyone who comes through the door loves Chuck. We chose to merge firms because I respected his standing in the community." A seamless transition made it easy for existing clients and new clients alike to get a full-range of tax services under one roof from experienced tax preparers.

Because Billings & Locati has so much combined experience, they are able to give clients a guarantee that in the unlikely event of an error, they will fix them at no cost and pay for any penalties.

Technology at Billings & Locati in Mill Valley CA Makes Filing Easy

Billings & Locati has top-of-the-line technology to provide paperless filing to make it completely easy for their clients.

Scott Billings explains, "We store and transfer digitally-prepared returns and documents electronically back and forth with clients. So there's often no need for them to come into the office to sign papers. It also means that we can still represent clients who move away or live outside of the Mill Valley area."

Billings & Locati is Responsive to Client Needs for Ease of Filing

With other preparers, your tax filing process is slowed down when they aren't responsive. And tax preparers who aren't available year-round to answer your calls or questions can leave you frustrated. Scott Billings and Charles Locati know that, so they run their firm in a way that's complete responsive to clients throughout the year. Scott says, "We return client calls promptly and we get back to them when they ask us questions. And that's all year long."

Billings & Locati has been at the same Mill Valley CA location for decades. Their office is in a restored house built in the early 1900s, and clients are comforted by the home-like feel. Scott Billings and Chuck Locati each have private offices to give clients confidentiality, and clients say the office staff is friendly and welcoming.

Scott Billings was raised in Mill Valley CA and graduated from Tamalpais High School, and he's raised a son and daughter here in Marin County. Scott enjoys golf, and loves to snowboard and water ski. Clients describe Scott as honest and caring, and they appreciate knowing he's only a call away if they ever have tax related questions. Charles Locati was also raised in Mill Valley CA and clients say his calm demeanor is reassuring, and that his years of experience make for reliable returns.

Experience, technology for paperless options, and year-round responsiveness are designed to make tax matters easy for clients of the Marin County firm Billings & Locati in Mill Valley CA, and they can be reached during office hours at (415) 389-1040.


Billings & Locati Scorecard

Company Name Billings & Locati
Facility Address 267 Miller Ave Mill Valley CA 94941
Phone Number (415) 389-1040
Alt Phone Number
Office Hours By appointment
Email Contact Send an email to this Company
 
Areas Served Marin County incl. Mill Valley CA, San Rafael CA, Sausalito CA, Almonte, Bel Marin Keys, Belvedere, Belvedere Tiburon, Black Point, Bolinas, Corte Madera, Dillon Beach, Dogtown, Fairfax, Forest Knolls, Greenbrae, Ignacio, Inverness, Kent Woodlands, Kentfield, Lagunitas, Larkspur, Lucas Valley, Marin City, Marinwood, Marshall, Mill Valley, Mission Rafael, Muir Beach, Muir Woods, Nicasio, Novato, Olema, Point Reyes Station, Ross, San Anselmo, San Geronimo, San Marin, San Quentin, Santa Venetia, Sleepy Hollow, Stinson Beach, Strawberry Point, Tamal, Tamalpais Valley, Terra Linda, Tiburon, Tomales CA, Woodacre CA
Owners Scott Billings, EA
Owner’s Years in Industry 2014
Number of Employees 5
Licensing EA (Enrolled Agent) License #75131
Insurance Liability Insurance with Travelers Casualty and Surety Company of America
Insurance
Insurance
Education Credentials BS Finance, California State University Chico
Certifications & Memberships Prime Buyer’s Report TOP 10, CSEA (California Society of Enrolled Agents), CTEC (California Tax Education Council), NAEA (National Association of Enrolled Agents)
Awards
Area of Expertise tax return preparation services & tax planning for individuals and businesses
Key Equipment
Customers Served per Year 600
Type of Customers individuals, businesses and fiduciary
Warranties & Guarantees In the unlikely event of a mistake, Billings & Locati will fix any errors at no cost and will cover any penalties.
Pricing
Credit Cards Accepted
Financing

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