Managing Shareholder of the Palo Alto Office
Assurance and Tax Services
Office: Palo Alto
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 real estate, transportation, construction, manufacturing, biotech, professional services, and other Bay Area industries. Experienced in integrating audit, review, and compilation financial statement services 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 measurement, fraud, and professional liability.
Coached the only known undefeated Bobby Sox girl’s softball team in San Carlos history.