PGL TAX - Key Persons
Angel M. Perez has owned and operated a tax preparation and planning business since 1992 and became an Enrolled Agent in 1996. He also holds a B.A. in Economics from the University of California, Davis.
Angel and his wife Lelia live in Folsom, California.
Danielle is an Administrative Assistant and enjoys the interaction that come with assisting clients. Danielle helps with office management, client servicing of investment accounts and practice management. Additionally, she holds a CA Insurance License and assists clients with their protection and life insurance needs.
A native of Folsom/El Dorado Hills, Danielle is an avid dog lover and may be found fostering rescue dogs. She enjoys spending time with her husband Ben, traveling, wine tasting with friends and spending weekends at the lake.
Julie Giordano graduated from San Diego State University with a B.S. in accounting and became a CPA in 2002. She worked in both the public and private sector in San Diego before moving to Folsom with her family in 2011.
Julie began working with Angel Perez and the firm as a staff accountant in 2011. She later became business partners with Angel in 2018. She is well versed in tax preparation and our office's Quickbooks specialist.
Julie and her husband Tim live in El Dorado Hills with their two children, Gianna and Davis.
Mallory supports the entire firm in the areas of administrative processes, property management and customer service. In her role managing the front office, she is the initial point of contact for all our clients. Mallory's many years with the firm, and devotion to exceptional customer service and follow through, contribute greatly to helping our clients, both new and long-term, feel confident and supported in all their dealings with us.
Mallory lives with her husband Drew in Folsom and spends most of her free time spoiling their two pups, Barry and Emmett.