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Over 30 years of experience providing audit, accounting, tax, and consulting services to private companies, high net worth individuals, and family groups. Industry experience includes biotech, transportation, construction, manufacturing, real estate, professional services, and other Bay Area industries. Accounting, review, and compilation financial statement services are integrated with income tax and business consulting. Income tax services include design and implementation of annual and long-term strategies to minimize and defer federal and state income taxes for owners and their business entities. Litigation expertise includes consulting services and expert testimony for a variety of business disputes including damage measurements, fraud, and professional liability.
Education
BA/Accounting - San Francisco State University
Activities
Treasurer - Citizens to Save Our Hospital (Peninsula Health Care District)
Board Member - Mission Hospice of San Mateo County
Associate Member - Association of Certified Fraud Examiners
Member - Economic Damages Committee and Fraud Committee, California Society of CPAs (CalCPA), Statewide
Member - Fraud Committee, California Society of CPAs (CalCPA), Statewide
Member - Litigation Services Committee, California Society of CPAs (CalCPA), San Francisco Chapter
Past Board Chair - Mission Hospice of San Mateo County
Interesting Tidbit
Coached the only known undefeated Bobby Sox softball team in San Carlos history. | 