Partners

randy-smRandy Warshawsky, EA – Partner

Awarded Enrolled Agent of the year June 2005 by Mission Society of Enrolled Agents.

Randy Warshawsky was born and raised in the Willow Glen area of San Jose, California, and he currently resides there with his wife.

He is very active in the local community having served on many Boards:

  • District 12 Little League as Treasurer (active)
  • Willow Glen Little League – Director
  • Past President for the Mission Society of Enrolled Agents for two consecutive terms
  • Past President for Network Today – two terms as President currently Treasurer
  • CTEC California Tax Education Council – Director
  • CSEA board member – Director
  • https://missioneas.org/awards/

Randy has three grown children and is the proud “Papa Randy” to Eddie, his grandson who is now living on his own.

Randy’s entrepreneurial spirit led him into two businesses – first as the owner Big W Liquors in Santa Clara, and now as The Tax Man in Willow Glen.

Randy and his brother operated Big W Liquors for 6 years. The brothers built a substantial business, with a loyal customer base-customers who remain friends to this day. After Fair Trade was enacted, the brothers decided to pursue other interests. Randy laughs about his bookkeeping for the liquor store. “I did everything by hand in hard-bound ledger books with good old-fashioned pencils”.

Tax and bookkeeping seemed a natural avenue to explore after leaving the liquor store. Randy started his tax business in 1986 while working for a local bank. He was also certified by the State of California to teach tax preparation courses. After referring to himself as “Randy, The Tax Man” in his phone conversations, the name seemed a natural for his business. Randy continued to build his business while working for a local attorney in the tax department. Eventually, his own business grew to the point where he worked full time for himself.

Those pencils and ledgers have been replaced. Randy uses a network of computers and sophisticated software in his business today. The Tax Man provides tax and bookkeeping services for Individuals, Estates, Trusts, Partnerships, and Corporations. He specializes in small to medium sized businesses. In addition to tax preparation and bookkeeping, Randy also does payroll, audits (all agencies), and business development for his clients.

Randy’s hobbies include dancing, four-wheeling, poker, and traveling with his wife, Cathy.

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Cathy Warshawsky, EA – Partner

Cathy passed the CPA test in 1995. As if that were not enough, in 2001 she was really busy and became an Enrolled Agent, Notary, and also passed the California Real Estate Broker Exam.

Cathy was in the retail accounting arena working for a couple of companies you may be familiar with. She was an accounting manager for Orchard Supply Hardware, Controller for Premium Pet Stores, Controller for Entercept Technologies, past president of CAMP, and now principal for both The Tax Man and Bay Area Loan.

Cathy is the owner of Bay Area Loan which serves all your mortgage needs. She can help you with Purchases, Refinances, Firsts, Seconds, Reverse Mortgages and Lines of credit.

Cathy is Past President of the California Association of Mortgage Brokers, Silicon Valley Chapter. You may have seen her on TV as she has been interviewed by the media numerous times as an expert in the Mortgage industry. She has also been quoted by the San Jose Mercury News on the front page of the paper several times.

www.bayarealoan.com

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