What I offer
I specialize in tax planning and preparation for individuals, families, small businesses, trusts and estates. For many people, taxes are their largest or second largest expense!
My approach
I don’t want to just reduce your taxes but to make your life better. In decision making we need to consider not only saving some tax dollars now but also, what are the long-term financial and emotional repercussions of what we do?
How we can best work together
The best time to plan is before a transaction has taken place. After it is done, it may be too late to restructure it for a more tax-favorable outcome. So, please contact me before a major financial transaction or life event so we can consider the tax and other ramifications.
The result: peace of mind
I try to make taxes, well, if not fun, then at least less painful. You don't want to be wondering if you could have done better or that the IRS will come after you. I want you to not worry about taxes and to enjoy your life!
Qualifications
B.A. California State University, Long Beach
M.S. Taxation, Golden Gate University
Certified Public Accountant, licensed in California
Enrolled Agent
I specialize in tax planning and preparation for individuals, families, small businesses, trusts and estates. For many people, taxes are their largest or second largest expense!
My approach
I don’t want to just reduce your taxes but to make your life better. In decision making we need to consider not only saving some tax dollars now but also, what are the long-term financial and emotional repercussions of what we do?
How we can best work together
The best time to plan is before a transaction has taken place. After it is done, it may be too late to restructure it for a more tax-favorable outcome. So, please contact me before a major financial transaction or life event so we can consider the tax and other ramifications.
The result: peace of mind
I try to make taxes, well, if not fun, then at least less painful. You don't want to be wondering if you could have done better or that the IRS will come after you. I want you to not worry about taxes and to enjoy your life!
Qualifications
B.A. California State University, Long Beach
M.S. Taxation, Golden Gate University
Certified Public Accountant, licensed in California
Enrolled Agent