Argüello Financial Corporation is an accounting (non- CPA), tax and insurance services firm established in 1984, providing solutions to individuals and small businesses located in the San Francisco Bay Area and its surrounding counties.
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partners in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve. To that end, we have associated with reputable companies to serve our clients’ needs of first-class insurance and financial products and services.
Rest assured that when a need arises, our firm is ready and capable to handle all your accounting, tax and insurance needs so you can focus on what matters to you.
Rodolfo Argüello is the President of Argüello Financial Corporation and has been in the tax business since 1984 and in the insurance business since 1985. He is an Internal Revenue Service Enrolled Agent , a Certified Life Underwriter and a National Tax Practitioners Institute Fellow. He received his Master in Business Administration from the National Hispanic University in San José, California, and his bachelor degree in accounting (“Contador Público”) from the Centro de Estudios Superiores in Managua, Nicaragua. He also holds other licenses, including Series 6 and 63 Securities licenses, Accident and Health Agent, Fire and Casualty Broker-Agent, Life-Only Agent and Variable Contracts Agent (California License #0678835) and Notary Public (Commission number CA-=202373).
Erick J. Argüello is a Business Consultant Associate of Argüello Financial Corporation, who has been in the consulting, general accounting and tax assistance business since 1984. He is presently enrolled in the MBA Accounting Program at Saint Leo University, Tampa, Florida, with an expected graduation date of March 2017. He holds a Bachelor of Science- Business Administration, Concentration in Accounting, degree from the San Francisco State University, in San Francisco, California.
Mery A. Trujillo is a bookkeeper, payroll specialist and tax preparer at Arguello Financial Corporation, and has been in the tax and bookkeeping business since 1995. She holds a license as a Registered Tax Preparer issued by the California Tax Preparer Council (CTEC-ID#A237375) and a Certificate of Annual Season Filing Program issued by the Internal Revenue Service.
Antonio (“Tony”) Sánchez is a bookkeeper, payroll specialist and tax preparer at Arguello Financial Corporation, and has been in the tax and bookkeeping business since 2012. He holds a license as a Registered Tax Preparer issued by the California Tax Preparer Council (CTEC-ID#A259612) as well as a Certificate of Annual Season Filing Program, issued by the Internal Revenue Service.