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Tamara
McInerney, CPA
2000 University Avenue, Suite 201
East Palo Alto, CA 94303

Overview

Tamara has over seventeen years of experience in providing accounting and tax services to closely-held businesses, private client services, trusts and non-profit organizations. Her income tax services include tax planning and compliance for individuals, partnerships, LLC's, trusts, corporations and non-profit entities. She is experienced in creating strategies to minimize tax liabilities, stock option planning, preparing income tax projections, identifying and researching complex tax issues for individuals and small businesses. Tamara specializes in trust and estate taxation, and in providing income and estate planning to private client services and closely-held business. She also has extensive experience working with charitable remainder trusts, private foundations and non-profits.

Interesting Tidbit

Volunteered on several "medical missions" and travelled with a group of Ophthalmologists who provided eyeglasses and eye surgery to residents in Mombasa, Kenya and Mexico.

Professional Affiliations

  • Member - American Institute of Certified Public Accountants
  • Member - California Society of CPAs (CalCPA)
  • Board Member - Science is Elementary

Certification

  • Certified Public Accountant (CPA)
  • Certificate in Estate planning - California CPA Education Foundation
  • Real Estate Salesperson License - California Department of Real Estate

Related Industry

Education

  • BS/Accounting - Cal Poly, San Luis Obispo (minor in Psychology)