Overview
I have been fortunate to work with wonderful firms where I was able to gain valuable experience in general ledger accounting, auditing, tax compliance, SALT (State and Local Taxes) compliance, business consulting and wealth management. I specialize in family groups - people who need business and individual tax compliance and wealth succession services. I have experience providing tax and audit services for manufacturing, hospitality, wine and agriculture, restaurants, dental, medical. law offices, and service industry clients.
Education
BS Business Administration San Jose State University
In the community
Independent Transportation Network Monterey County (ITNMC) - Board Treasurer
Palma Athletic Council