10 Years of Experience
Who We Are
We are proud to give back and support our beautiful community.
We believe that as a small business owner we have the responsibility to give back to our immediate community, for a rippling effect that can be seen for many years to come. Making a difference is what we strive to do for our community and our clients.
What We Do Best
Education through Seminars
Mid Year Tax Reviews
Custom Tax Planning
A word from the Owner of Americana Tax Planning
Rose is a Certified Tax Coach and Certified Tax Preparer. She established Americana Tax Planning in 2010 and this marks her 10th year serving the City of Whittier. She is a leader in the community and works closely with Uptown Whittier Association serving as most recent past president. Rose foundered Whittier Young Entrepreneurs in 2016. She founded The Collab, Inc, Whittier’s first shared work space in 2018. Rose and her team work with self-employed tax payers, helping them strategize, get organized and save on their taxes. Rose also works with W-2 Tax payers to teach them how to leverage their credits, deductions and with holdings. She believes in taking an educational approach when it comes to tax preparation and planning, because we are never taught these things in school.
Licensed Senior Preparer / 20 Years of Tax Experience
Meet Our Team
Cy is our Sales Director for our sister company, The Collab, Inc., where we host all our workshops and events. Along with our tax business, we have a shared work space that all of our clients can have access to a membership for. Cy makes sure he provides all business with networking opportunities as well as basic office needs for small businesses and entrepreneurs to work from. Whether you need a place to host your own event, hold a meeting with your own clients, or have a place to work from daily, he can assist you. His goal is to help each individual or business grow by providing resources that they wouldn’t have at a home office. If you are interested in a membership or have any questions about how you can utilize our shared work space, give him a call!
Stephany is our Office Admin/ Event Coordinator. She will help you schedule your tax appointments or help you plan your own Workshop event. If you have an office that could use a workshop about taxes, bookkeeping or business planning, she will help you host one. Our educational approach is most important to us, so we want to share our knowledge with tax and business planning.
Years Of Experience
What our Clients are Saying
“Awesome company. Did my taxes quick ”
“If your looking for a superb and professional tax preparer Americana Tax Planning is the answer. We couldn’t be happier with Rose Drieslein who prepared our taxes this past year and just recently performed a mid-year tax review. We love that they always provide a high level of customer service. You will not be disappointed.”
“This was my first year filing my taxes without the help of a parent. To make things even scarier, it is also my first year working freelance, so I had to learn to navigate taxes from a totally different point of view. Rose offered a tax planning workshop specifically catered to freelancers and their needs. I attended this workshop and was able to ask any and all questions I had. Rose really helped me to understand how to properly run my business and account for things tax wise. She is also so helpful to me every step of the way if I ever have any questions. I am able to email her at any time and she will respond to me with answers in a timely manner. I am so happy I found Rose and Americana Tax Planning. She is always professional and extremely helpful. You won’t be disappointed!”
“Rose is the best!”
The HVAC Guys
“As a small business owner and new to tax education I couldn’t have had a better experience. Rose explains the entire steps of how to organize your tax vision, what different types of corporations are and how to set yourself up for success. Rose always makes herself accessible for questions on taxes and is always happy to create a safe space for people who don’t understand the tax process. Rose is an asset to my growing business and has created great value to my journey in business. Thank you for all your help.”
“Rose is AMAZING!!! I love her expertise and the time she takes to really understand your business and why you do what you do. She specializes in small businesses and being a local business herself she knows the struggles we face day to day. She has helped me incorporate my business for liability as well as tax purposes and she’s help me qualify for $20,000 in tax credits granted by California for new businesses!!!! I can’t explain how much that will help me grow and move forward in my business. I wouldn’t have even known that California with dispensing such grants without her. I’ve recommended her to clients, friends and family because I know that she will guide them and truly take care of their tax needs.”
“This was our first year using Americana and we are so pleased! I can honestly say I have never had a more pleasant tax experience. Rose is knowledgeable and very responsive. She is professional but relatable and fun (which tax time could use a bit more of) She helped us with our extension and were in and out within minutes. When we went back to file our return and she applied the cost of the extension towards our fees for filing. I would highly recommend her and love that she is local and a female small business owner. Thanks, Rose, see you in a couple months!”