December Newsletter: Year End Reflections

December is a great time to review accomplishments for this year. My goals in January 2015 were my 3 F's: 1) Ensure a "Friendly" tax agency; 2) Make sure everyone pays their "Fair" share of taxes; 3) "Fix" issues administratively or through the Legislativ

December is a great time to review accomplishments for this year. My goals in January 2015 were my 3 F's: 1) Ensure a "Friendly" tax agency; 2) Make sure everyone pays their "Fair" share of taxes; 3) "Fix" issues administratively or through the Legislative process. I believe we have accomplished much in the above three areas.

Here are some of our accomplishments this year:

  • Visited all 23 counties in District 2 and met with/spoke to county Assessor's and other local elected officials, Chambers of Commerces, Rotaries and Farm Bureaus
  • Visited all 6 SBOE district offices and got involved in various monthly department meetings
  • Hosted 11 free small business/non-profit/veterans seminars serving over 2,500 attendees
  • Visited the SBOE New York office
  • Conducted industry seminars and created publications for easier access and navigation of SBOE resources
  • Led District Audit and Compliance staff to work collectively across District 2 to reduce collection accounts and increase voluntary compliance
  • Sent out monthly e-newsletters to educate and alert constituents about upcoming events, deadlines, available resources, hot topics, tax tips, scams and more

It's been a pleasure serving you.  As always, if I can be of service, please feel free to call me and members of my team at 1-415-557-3000 or email me at fiona.ma@boe.ca.gov. Hope you enjoy mynewsletter.  We look forward to hearing from you.  I wish you all a safe and happy holiday season!

In Peace and Friendship,
Ms. Fiona Ma Signature

FIONA MA, CPA,
Second District