About our Firm
Background
Since 1993, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Previous experience includes tax partner with Coopers & Lybrand (now PricewaterhouseCoopers), and Internal Revenue Service agent and appeals officer, and a financial auditor with Price Waterhouse (now PricewaterhouseCoopers)Expertise
- Maximizing tax savings when forming, operating, or selling a business
- Representing clients who are being examined by taxing authorities
- Analyzing tax effects of complex real estate and partnership transactions
Our Team
Education & Teaching
- cum laude BS in Accounting(honors), University of Arizona
- MBA, California State University, Sacramento
- Postgraduate study in taxation, Golden Gate University
- Instructed accounting and tax courses, CSU, Sacramento
- Numerous continuing professional education courses annually
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
