Serving San Diego County since 1977

button-home04
button-services02
button-HISTORY
button-EXPERIENCE02
button-Prices
button-CONTACT02
button-PRIVACY
Banner-A02

In 1977 while working as a teacher, Hal trained to become a tax preparer with Tax Preparers of America. In 1984 Hal became an independent preparer under the name     “The Tax Medic”.

The name “The Tax Medic” was inspired by a client that Hal represented in an IRS audit. The IRS had billed the client for over $10,000 including interest and penalties. After the audit the IRS owed him a refund. As they left the IRS office the client smiled and said  “You are like a Tax Medic”.

Milestones:

  • 1977 - Hal is licensed as a tax preparer
  • 1978 - Jake Richards is born
  • 1978 - 22 tax returns prepared
  • 1979 - 48 returns prepared
  • 1984 - 108 tax returns prepared
  • 1985 - Chula Vista Office opens
  • 1986 - 212 tax returns prepared
  • 1991 - 426 tax returns prepared
  • 1992 - Our second office opens in Mission Valley
  • 2000 - 502 returns prepared
  • 2003 - Hal becomes a Notary Public
  • 2007 - Jake is licensed a tax preparer
  • 2009 - Benjamin Richards is born                                The 3rd generation in the family business
  • 2009 - 525 tax returns prepared.
ad 052-S

Community awards:

  • Hal and Jake are both Eagle Scouts (1967- 1996)
  • Hal- Lamb’s Players Theatre 2006 Volunteer of the Year.
  • Hal- 2008 Teacher of the Year Nominee (Mar Vista Middle School)
  • Jake is a veteran of the Army 82nd Airborne (Medic)
  • Jake- Associate Pastor Set Free Ministries
  • Jake- President Set Free Soldiers Motorcycle Ministries