Carolyn has over twenty years of experience in tax planning, research and tax compliance. She focuses her practice on minimizing federal and state tax liabilities, stock option planning, estate planning, preparation of tax projections, analyzing alternatives, identifying and researching complex tax issues, and representing clients before the IRS and Franchise Tax Board. She represents individual, trust, estate, nonprofit, corporate and pass-through entities in industries ranging from public charities and private foundations to software, professional services, high-tech, biotech, venture capital and real estate management.

Interesting Tidbit

Once trapped a bat using a trash can and a tennis racket.

Certified Public Accountant (CPA)

• Board of Directors, Finance Committee, Audit Committee – Family and Children’s Services
• Member – American Institute of Certified Public Accountants (AICPA)
• Member – California Society of CPAs (CalCPA)
• Co-Chair – Financial Women’s Association of San Francisco, Silicon Valley Chapter
• Member – Menlo College, School of Business Advisory Board
• Past Board Member – Board of Governors, University of San Francisco Law School