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 partner 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.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Established in 1991, Consolidated Financial Center provides outstanding service to our clients because of our dedication to our three underlying principles of professionalism, responsiveness and quality.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients and we take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
Safwat ‘Sam’ Barsoum, MBA, EA.
Safwat is an accomplished professional with thirty years of progressive and diversified experience. His strengths include financial services, management reporting, general accounting, taxation, budgeting, auditing, systems implementation, and profitability improvement.
Safwat graduated with a degree in Accounting from Cairo University and completed his Post-Graduate studies with an MBA in Finance at Golden Gate University. He has held the position of Divisional Vice President and Controller for the U.S. operations of an Australian Bank. In 1991 he became an Enrolled Agent, joined the National and California Associations of Enrolled Agents, and founded Consolidated Financial Center. Safwat has been in private practice, providing consulting, tax, accountancy, payroll, and financial services, for over 15 years.
As an Enrolled Agent, Safwat advises many small businesses in creating the most beneficial tax structures and establishes their business annual revenue and operating expenses budgets to enable the business owner to achie their business goals.
Safwat lives with his wife, Mimi, in the San Francisco Bay Area, and has two adult children, Nicole and Joseph.
Nicole Barsoum, MBA
Nicole joined us in 2004. She attained her undergraduate degree at the University of California at Davis and her MBA from Saint Mary’s College of California. Nicole offers our clients business accounting and payroll services, as they correspond wtih Safwat’s tax planning strategies. She also offers our clients the convenience of on-site training and services.
Joseph Barsoum joined us in 2015 after becoming an enrolled agent. He received his undergraduate degree from the University of California at Davis. He has 10 years experience in the banking industry working for Wells Fargo in many different capacities, which allowed his to amass knowledge in many different fields, including credit management, banking, consumer and commercial mortgage lending, as well as investing. He attained his Series 6 and Series 63 investment licenses through the Securities and Exchange Commission as well as his life insurance license. He is also a member of the National Notary Association and has been a California Public Notary for 10 years.