Willson & Company

CONNECT

Address:

612 W 11th St Ste 101
Tracy, CA 95376

Phone:

209-832-2997

Fax/Other:

209-832-4184

Penny Van Der Meer

Penny Van Der Meer

Financial Advisor / Enrolled Agent

Penny van der Meer, EA is a Financial Advisor and Enrolled Agent with a Bachelor of Science in Accounting from California State University, Hayward. She brings the accounting experience of payroll, employee benefits, and business growth to Willson & Company clients.

Penny works with individuals and small businesses preparing individual, partnership and corporate tax returns. Taxpayer representation is another specialty of Penny's, as she was enrolled to practice before the Internal Revenue Service in 1996. She assists her clients to resolve many tax-related issues including audit of personal and business tax returns, filing for offers and compromise, and obtaining installment agreements for clients with collection issues.

Penny has a Series 6, 7, 63, and 65 advisory securities registrations, as well as a California insurance license. She assists her clients with retirement, estate planning, and long term insurance needs. She especially enjoys retirement planning and consulting with individuals and small business owners in all areas of financial planning and business operations. She makes it her priority to understand her client’s financial reality and help them improve.

Penny has lived in the Tracy area for more than 30 years. She is currently serving as Secretary of the Tracy Interfaith Ministries and is a twenty-four year member of the Tracy Chamber of Commerce. She served for nine years as Trustee on the Lammersville School Board, was committed to promoting youth activities, and served for six years on the Tracy Youth Soccer Board in addition to coaching youth soccer from K-age 13. Penny is a current member and  has served as Past President of the Tracy Sunrise Rotary, a member and  two year Past Secretary of California Society of Enrolled Agents, and two year Past President of the Big Valley Chapter of Enrolled Agents. 

Phone 209-832-2997