Kim Kastl

Kim Kastl

Legacy Advisor (Enrolled Agent)

Kim Kastl, the founder of Secure Taxes, Inc., is a distinguished figure in the field of taxation, renowned for her expertise, dedication, and leadership.  With an illustrious career spanning several decades, Kim has not only established a successful company but has also significantly contributed to the profession at large.

Under her guidance, Secure Taxes, Inc. experienced considerable growth and earned a reputation for excellence.  As Kim transitions into retirement, she leaves behind a legacy of exceptional service and a company that stands as a testament to her vision and dedication.

Although stepping back from her full-time professional role, Kim's commitment to her field and her company remains steadfast. She plans to support Secure Tax and Accounting, Inc. (formerly Secure Taxes, Inc.) and the clients as needed, ensuring the enduring success of her enterprise and the continued satisfaction of the clientele.

Experience:

  • Tax Faculty 2009 & 2013 Japan Society of Enrolled Agents, Tokyo Japan
  • Past President, California Society of Enrolled Agents (CSEA)
  • Three years on the California Franchise Tax Board Advisory Panel
  • Past President CSEA Education Foundation
  • Past Chair CSEA, Political Action Committee (PAC)
  • Past Chair CSEA, Legislative Affairs
  • Past CSEA Director
  • Past President East Bay Association of Enrolled Agents
  • Past President Estate Planning Council of Southern Alameda County
  • 7 years of experience with three regionally prominent accounting firms
  • 8 years experience with the Internal Revenue Service - Federal Instructor, Office Auditor and Taxpayer Service Specialist

Education: