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About us

Peggy is starting her 4th year as a fully accredited tax preparer.  She also doubles as the system administrator of the tax software deployed in the office.  She has a long and diverse background as a Software Engineer which suits her and her clients well as she is very attentive to details and maximizing the bottom line on all tax returns.


Gerald is an Enrolled Agent and has over 40 years of experience as a tax preparer, CA State Income Tax Field Auditor, and real estate agent.


Jack has over 45 years in San Diego providing accounting, consulting, & tax services

Jack Sherfy

Enrolled Agent, Tax Lead, Office Manager Steve has over 7 years of tax prep, planning & consulting and has over 25 years in the software industry with such companies as SONY.

Steve Arsulich

Enrolled Agent, Bookkeeping & Consultant Lead Doug has 38 years as a personal & corporate accountant, consultant,  financial advisor, business financial planning and tax expert.

Doug Barker


Our Goal is to provide our clients with high quality service which will directly influence the achievement of financial objectives. Always act as a partner. We strive to adhere to the OTS motto… “Our service does not cost… IT PAYS”.

Serving the San Diego area since 1972 providing tax preparation and planning for federal returns and for all 50 states and territories. Also bookkeeping, financial analysis, and general business consulting with a focus towards local small business and the entrepreneurial individual.