We are a small family run business bringing a wealth of experience to bear to our services including being licensed psychotherapists, financial advisors, and an attorney.
Peter has been preparing income taxes for over 35 years. As an Enrolled Agent, he is fully knowledgeable of individual, small business, partnerships, trust and estate taxes and represents his clients in IRS and Franchise Tax Board examinations. The expertise that comes with years of service and thousands of tax returns underscores the ease and confidence with which he provides his service. Peter holds a B.A. degree in Psychology from the University of California, Berkeley and a Masters Degree in Social Work from California State University, Sacramento. He is a Licensed Clinical Social Worker and an Enrolled Agent. For many years, in addition to his tax preparation business, Peter worked in the mental health field as a psychotherapist, professor and administrator.
Emily provides financial consultation services integrating her interest in people's psychological and emotional relationship to money with her pragmatic approach to helping people make financial decisions. As a licensed Marriage and Family Therapist, Emily worked for 35 years as a psychotherapist, professor and administrator in the mental health field as well as working side by side with Peter in the tax business. In the early 1990's, Emily decided to pursue her interest in financial planning and investment management; and in 2016, after 20 years, she retired her Securities 7 and 66 licenses to focus on the consulting part of her practice. She holds a B.S. degree from the University of California, Davis and a Masters Degree in Counseling from California State University, Sacramento.
Leah joined the family business in September 2014. Before joining Morfin Financial Services, she was a litigator at Bingham McCutchen LLP practicing general commercial litigation. She holds a B.A. in Political Science from UCLA, a J.D. from NYU and an M.P.A. from Harvard. Leah also does estate planning and consultation including trust preparation, wills, advanced healthcare directives and durable powers of attorney.
Linda joined Morfin Financial Services in the fall of 2016 and has worked in the tax preparation office and ran our now-closed payroll office. Prior to joining MFS, Linda ran the human resources department of a large housing company. She has a B.A. in Business Administration from San Jose State University.