Financial Workshops in Santa Cruz

To Be Announced


Dollars and Sense is a comprehensive tax and financial planning company lead by Caroline Ann Murphy, an Enrolled Agent, licensed to practice in front of the Internal Revenue Service. Since 1999, Dollars and Sense's mission is to provide individuals and corporations with comprehensive tax and financial services. We specialize in tax planning and preparation, tax representation, and tax reduction strategies. We also offer retirement planning, wealth management, budgeting, forecasting, property analysis and proformas, incorporation, accounting consulting and other financial services. Caroline Murphy - Dollars and Sense Info We offer corporate contract services which include proactive tax credit analysis, advice, quarterly financial review, strategy development, and representation. Caroline Murphy, founder and owner of Dollars and Sense, earned her Series 6, 63 and 65 securities licenses and is an Enrolled Agent, licensed to practice before the Internal Revenue Service (0096137-EA). Caroline Murphy has also held a California Real estate license. Caroline earned her bachelor's degree from UCSC in 1991, and attended Santa Clara University Law School.

Caroline Murphy has 20 years of experience in finance enjoys putting her knowledge to work for the benefit of you and your business.

Caroline Murphy, Owner
Dollars and Sense
dollarsandsenseinfo@gmail.com
Phone 831-251-4183
Fax 831-621-4714 (efax)

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