Vicki L Mulak, EA CFP

Specialties

Open year round Monday thru Friday and by appointment on Saturdays

Vicki L. Mulak, EA, CFP

Tax and Financial Services for Businesses and Individuals

Year-​Round Services

Tax, Bookkeeping, and Financial Services for Businesses

Tax and Financial Services for Individuals

Tax Representation

Retirement Planning

In business for 30 years

Meet the Business Owner

Vicki M.

Business Owner

Vicki is an Enrolled Agent and a Certified Financial Planner (CFP). She is insurance and securities licensed. Vicki is the owner of American Financial and Tax, a tax preparation, planning and representation firm, which was founded in Tustin, CA twenty-​four years ago, when Vicki became both a resident and a business owner. Vicki assists small businesses and individuals in a variety of tax and financial matters.

In addition to her private practice, Vicki has represented the tax practitioner community for twelve years on the California Employment Development Dept.‘s (EDD) Small Business Employer’s Advisory Committee (SBEAC). Vicki regularly speaks on California tax law and other tax related business topics to such groups as California Society of Enrolled Agents (CSEA), California Society of Tax Consultants (CSTC), National Association of Tax Professionals (NATP), and the Financial Planning Association (FPA). She continues as faculty for CSEA’s Super Seminar, and the Nevada Soci