I am a Certified Public Accountant, licensed by the State of California, specializing in tax and accounting services for individuals, businesses, non-profit organizations, trusts and estates.
My clients are located in the San Francisco Bay Area and throughout the United States. I also do work with a small number of U.S.-based businesses and individuals that have operations or personal holdings abroad as well as U.S. citizens living abroad.
My focus is to provide a personal level of service for your tax and accounting needs. Organized as a single-person operation, I work directly with my clients to give them the attention they require. Understanding your personal and financial goals is of primary importance to me and allows me to give you the highest level of customized service.
I have been in practice in San Mateo since 1990. During that time I have experienced a great deal of satisfaction working alongside my clients in achieving their goals. Some of the ways I have assisted them is in the areas as tax planning, business entity selection, operational analysis and more.
If you are looking for services from a Certified Public Accountant, and this is the style you are searching for, please contact me for an initial, no-charge, consultation.