MTA AT A GLANCE

They say “do what you love and you will never work a day in your life”, and since 1997, We have been doing just that. Hello, my name is Kenneth J. Quick and I am the Owner & Tax Specialist at MTASD, and I love it.

When we began back in 1996, we did so with one thought in mind….. “How would I want to be taken care of if I needed tax help and support?” Since that day, we have been striving for that perfect balance of personalized service, attention to detail, and providing knowledgeable solutions in a timely manner and at a fair cost.

As we grow, we are here to help you navigate through your tax needs, and are dedicated to bringing clarity of purpose to the numbers…

Our commitment is to focus on building relationships while maintaining the highest standards of ethics and professionalism with you, our clients, and those you refer to us. We want to know and understand you as an individual, as well as your tax and financial situation, in an effort to meet your specific needs in planning for the future and achieving your goals in an ever-changing financial and regulatory environment.

While our focus is on the Tax Returns, our goal is to empower you with tax solutions that will not only assist you today, but in the future as your circumstances change. AND, with our great association with Bernstein Financial Services, Inc., you can be assured you have a “team” of professionals on your side.

If you have any questions, are looking for a new tax professional, or just need some “advice”, please call, and we can find a time discuss your situation. We look forward to helping you in any way we can.

SOME OF THE BENEFITS YOU WILL ENJOY INCLUDE:

Knowledgeable staff with over 20 years experience
Complimentary professional consultation to discuss your tax needs
Year round access to your tax consultant
Tax planning, forecasting, and projecting during the year at no extra cost
Access to not only Federal, and local returns and forms, but all states nationwide
Individual and business income tax forms and returns
CA state Sales & Excise Tax
Entity formation consultation & Tax Preparation

Discussing today’s challenges, and tommorow’s dreams, to find the solutions that will best suit yours, and your family’s, needs for short & long term. Our #1 Focus is making you a happy and “life-long” client.

Meet Our Amazing Team

Kenneth J. Quick

Owner & Tax Specialist

Those that know me, know I am an energetic and very organized individual who thrives on human contact. Interacting with others is a high priority for me. I graduated from high school in 1990, received my tax preparer accreditation in 1995, and prepared my first tax return professionally in 1996. I met Lisa, my (then) future wife, at a networking event during that tax season, and married her in October of 1997. Our daughter TaylorAnn was born in May of 1999, and I took some time off to enjoy every moment. In 2000, I returned to preparing taxes and I have not looked back since. I truly enjoy it and the client contact just as much now, (if not more) than I did then.

In 2013, I branched out and partnered with Bernstein Financial Services, Inc. in an effort to manage and maintain my own practice, while having a larger company association which allowed me to be full service to my clients. One of the greatest things I get to do is to help my clients with their tax planning and preparation.

Outside of work, I enjoy event planning, cherish time with friends and family, decorating and volunteering.

If you are a new or perspective client…Welcome. For returning clients, I look forward to seeing you again soon.

I love to be a “Part of the Solution”.

Michael Bernstein, MBA

Enrolled Tax Preparer

I began my career managing a production department at a large Paper company, and eventually was assigned to the position of financial analyst for a division of the company. Then, in 1987, I started my emphasis in Tax Accounting.

I am a principal in the tax consulting and accounting firm of Bernstein Financial Services, Inc, established in 1987. The firm prepares approximately 2,000 individual tax returns and over 250 business returns (LLC’s, corporations, fiduciary returns, and estate tax returns). The firm also provides bookkeeping services for over 50 companies, producing monthly, quarterly, and/or yearly financial statements for these businesses. Consulting services include business sales and purchases, practical financial planning, Insurance planning, estate planning, and retirement planning.

Professional Designations:

BS Undergraduate from UC Santa Barbara 1981.
MBA Master of Business Admin from UC Irvine, emphasis in accounting 1984.
Enrolled Agent (Enrolled to Practice before the IRS – 1987)
Owner of Bernstein Financial Services, Inc. since 1987 with approximately 15+ employees)

TaylorAnn Quick

Front Office / Team Manager

Born in 1999, I grew up and had the opportunity to watch my dad work in the industry and how much he truly enjoyed his job, and working with his clients. Over time, I found that I had characteristics that were, and that would benefit me in the same industry. As I approached my senior year at Helix Charter High School, I learned, I too have a great interest in accounting, so I thought, why not study under an expert.

I was privileged to have the chance to work in an industry I have a passion for prior to committing to college, and began my internship under my dad and his team in the summer of 2017. I enjoyed it so much, that I stayed on, and have continued while attending college, where I am currently working towards my accounting degree.

I am on the California State leadership team for a girls Masonic Youth Organization called The International Order of the Rainbow for Girls, which requires a lot of my time, attention, and travel, though it is something I thoroughly enjoy, and blessed to be a part of.

I have enjoyed my time at MTA and i am eager to help in any way that I can. Let me know how I can support your needs, and I will make it happen to the best of my ability.

Lisa Quick

Admin. Support Team Member

I was born in 1963 as Lisa Springer along with my twin sister Pam. Together with our brother Robert, born in 1966, we were raised in La Mesa CA. Pam and I graduated from Helix High School in 1982, I married Kenneth in 1997, and our daughter TaylorAnn was born in 1999.

Pam and I both began working for the same bank in 1984, and retired from that same bank 34 years later in 2018. During my time there I worked as a clerk, bank teller, new accounts specialist, and bank officer. I wore many hats in each and every one of those positions, and I pack a diversified skill set because of it. Building friendships with not only my team members, but many long time clients as well.

In my free time, I enjoy shopping, volunteering, spending time at SeaWorld, and am a cat lover (yes, Kenneth married the crazy cat lady).

I have been part of the My Tax Advisers Team since its conception as Kenneth’s wife, but I took a more hands-on role in 2019, after I retired from the bank. You might hear me answer the phones, meet me in the lobby, or get an email from me, as I am here to help in any way I can.