About the Firm

Tax and Financial Planning:
Marilyn Ziemann, CPA is a sole practitioner offering personalized services to her clients since 1978. Her mission is to help private clients and family groups manage their wealth by providing tax and financial planning services in concert with their trusted advisors. Her mission is to facilitate your success with money, helping you define and achieve your financial goals, interfacing with your other financial consultants, and offering money skill guidance and education. Marilyn is here to facilitate your financial success. She often encourages clients with the phrases:

"It's not what you make, but what you keep!"

"Let me help you keep more of what you make!"

MARILYN'S ADDED VALUE:

Here are some of the ways Marilyn adds value for her client's benefit:

1. Marilyn is available all year to service your needs.
2. Ongoing guidance and education is her practice for your benefit.
3. She provides a free website with tax updates and quality calculators.
4. She proactively provides timely updates of changes from the tax authorities by means of email bulletins, brochures, newsletters, website updates, and other kinds of handouts.
5. Financial literacy clinics are offered from November through February.
6. Marilyn is personally concerned about the welfare of each of her clients.
7. Quarterly mailing of estimated tax vouchers and envelopes are provided as a courtesy.
8. Marilyn always works in her client's best interests.
9. Referrals to other professionals as appropriate.

 Marilyn's ideal clients are people who are looking for cost-effective, personalized service from their CPA. They are people looking for a fresh financial experience with a CPA who will listen to them and answer all of their questions. Ideal clients are those who appreciate a CPA who can interface with their other financial consultants. Marilyn does not sell financial products to her clients.

Marilyn has been a practicing CPA for over thirty years. She offers personalized service to her clients throughout the year.

We appreciate your referrals!

Visit the Services area of the site to learn more about the tax and consulting services available to individuals and businesses. Better yet, contact us!

Professional Experience:

* UCLA undergraduate degree in Economics

* eight years with former "Big 8" firm

* instructor for CPA Foundation continuing education classes

* tax and systems consultant for Fortune 500 companies

* independent consulting specialist for corporations

* new business developer

* personal financial planner

* writer of articles on tax and personal finance

* stockbroker for ten years, NASD Series 7 and 24

Professional Memberships: American Institute of Certified Public Accountants (PFP-Personal Financial Planning Division), California Society of Certified Public Accountants, Lifetime Member of Rose Bowl Bruins, Lifetime member of Worthwhile Referral Sources, Women's City Club of Pasadena (winner of the Ambassador of the Year Award 2009) and the Fiduciary Roundtable of the San Gabriel Valley (former President). 

Marilyn lives and works in Pasadena, California. In addition to her lifelong study of the stock market and economic principles, Marilyn's personal interests include Eastern studies, music, art and the humanities. She is a member of Alpha Omicron Pi sorority.

Marilyn encourages her clients to contact the office anytime during the year.Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or snail mail.