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Managing Shareholder of the Palo Alto Office
Assurance and Tax Services


Office: Palo Alto
Email:

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.

Professional Affiliations



  • Board member and Past Chair – Mission Hospice of San Mateo County
  • Board member and treasurer - Palo Alto University Rotary
  • Treasurer – Citizens to Save Our Hospital (Peninsula Health Care District)
  • Associate Member – Association of Certified Fraud Examiners
  • Member – Economic Damages Committee and Fraud Committee, California Society of CAPAs (CalCPA), statewide litigation services group
  • Volunteer Reading Tutor – Seton Elementary School, Palo Alto
  • Former Board President and Trustee – San Carlos Elementary School District

Education



  • BA/Accounting – San Francisco State University

Interesting Tidbit



Coached the only known undefeated Bobby Sox girl’s softball team in San Carlos history.