Experience
Over thirty years of experience in public accounting, providing tax preparation and planning services to individuals, fiduciaries, and closely-held businesses, and providing compilation, review, and audit services to closely held businesses and nonprofit organizations
Specialisms
Tax services to individuals and fiduciaries, including income, estate and trust, and gift tax filings
Accounting and tax services to closely-held manufacturers, contractors, physicians, attorneys, and other service businesses, and to nonprofit organizations
Extensive experience in tax planning and preparation for closely-held businesses, including S Corporations, C Corporations, Partnerships, and Limited Liability Companies
Career History
1986 to Present - Sole practitioner in Fullerton, California
1977 to 1986 - Staff and senior accountant for sole practitioner in Fullerton, California
Achievements
In sole practice for over twenty-nine years
Audit firm to MALDEF for twenty years
Twice published with client financial statements appearing in Practitioners Publishing Company's accounting Trends volume
Twice published with tax planning articles in the AICPA's The Tax Advisor magazine
Passed all four parts of the Unified CPA Exam on the first sitting, self-study
Education and Qualifications
B.A. in Accounting, California State University Fullerton - 1982
CPA Certificate, California - 1984
M.S. in Taxation, California State University Fullerton - 1987
Investment Advisor, Series 65 License, California - 2003