Joni has thirty-one years of CPA firm tax and accounting experience. Her practice is currently focused on the areas of estate and trust planning, administration, and taxation. In so doing, Joni works closely with attorneys, private fiduciaries, executors, closely-held business owners and private client services to oversee the orderly transfer of assets to beneficiaries, taking into consideration the tax aspects of such holdings and transfers. She also provides tax advisory services to individuals and closely-held businesses, including those in the field of construction, professional services and manufacturing.

Interesting Tidbit

Holds a black belt in Jujitsu.

• Member – American Institute of Certified Public Accountants (AICPA)
• Member – California Society of Certified Public Accountants (CalCPA)
• Member – Community Foundation Sonoma County, Professional Advisor’s Group
• Member – Redwood Empire Estate Planning Council
• Board of Directors – Homeowners Association, Oaks at Fountaingrove

• Certified Public Accountant (CPA)
• Accredited Estate Planner (NAEPC)