Tax Services
Client Service
I provide efficient and thorough income tax compliance, consulting and planning services to aspiring high net worth individuals, their families, and closely-held businesses. I am also a QuickBooks ProAdvisor and can offer guidance on implementing accounting and bookkeeping processes.
My career began in 2005 finishing Santa Clara University and focuses on tax compliance and consulting for closely held businesses, individuals, as well as related entities and trusts. Areas of expertise include self-employed individuals, stock option planning strategies, high net worth individuals, multi-state filing, real estate transactions and rentals. I can assist with and prepare a plan for quarterly estimated taxes, and am available throughout the year to discuss and plan for any other tax situation that may arise.