About us

Maria Lourdes Alfonso Valle (friends call her Lourdes) was born in Spain, and moved to the U.S. in 1995, shortly after her marriage to a California native. She now resides in Walnut Creek, California. Lourdes completed her B.S. in Business Administration at the University of Alcala de Henares in Madrid. After a successful career in Banking, she made the transition to Tax Preparation by joining a large tax preparation firm for two years. In 2005, Lourdes decided to start Alfonso Tax Service, her own tax business, in order to provide clients with the highest level of expertise, professionalism and personalized service. Lourdes is an Enrolled Agent.

Enrolled Agent

 

Enrolled Agents demonstrate significant tax knowledge either by passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.