Sawin and Kotani was established around 2006 when Craig Kotani became partner of the accounting firm. Sawin and Kotani specialize in annual taxes, tax planning, corporate taxes, bookkeeping, complications, reviews and audits. While other places will use enrolled agents to prepare and review your tax documents, Sawin and Kotani have fully trained CPAs looking at every account that they manage.
Eric Bloomer has worked for Sawin and Kotani for almost ten years. He has his bachelors in accounting has his CPA license. Eric was raised in the Southern California area and currently resides in Torrance. Eric has been an associate member of Craig Kotani since 2014.
Eric gives us an update on taxes and forms for 2023.
You can watch the video here
Next Meeting:
Announcements:
Meetings will begin at 12pm. Please be prompt.
If you are looking to speak please let me know, I am filling the calendar for 2023
Remember to invite guests to keep our membership continually growing! I will be asking all of you information on Potential members.
Our website has been updated to send leads in real time. Click on the the "Got Leads?" button the the top right of the Execs website. Click who the lead is going to and your name and a message.
1st Classification Postings:
2nd Classification Postings:
Membership Postings:
Welcome New Members:
Welcome Dave Marquez of Mystic Steam under the classification of Carpet Cleaner.
Other Membership News:
Lori VandenBerg has decided to leave. The classification of Life Insurance is now open.
Membership Promotion
When you refer a new member, you can have a choice in one of two options
1. Have your dues waived for one quarter.
2. Have your dues, as well as the new members dues cut in half for one quarter.
New member has to be in good standing for the first 6 months to receive the promotion.
We have introduced two new types of membership.
Affiliate Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Entitled to any open classification; no exclusive classification entitlement
• Listed in roster and on web as affiliate member – classification and name only
• Not a voting member and not board eligible
• One-year limit as affiliate member; must become an executive member thereafter
Non-Profit Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Allows multiple Non-Profits in different categories.
• Listed in roster and on web as Non-Profit member
• Voting member and one Non
• No limit as Non-Profit member
Classification of the Month:
N/A
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