Proprietor's Profile

I started my own accounting practice with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, I care about each and every one of my clients. You will always be served personally by me, and will never have to worry about multiple staff members having access to your private financial affairs.

I graduated from Golden Gate University in San Francisco with my Masters of Science in Taxation and I received my Bachelor of Science degree from Southern Illinois University at Edwardsville, Illinois. In addition as an enrolled agent I am Admitted to Practice before the IRS.

My experience includes managing a medical office for 7 years while attending prior to and leading up to my graduation in 2002. After graduation I continued managing the medical office where my duties included coding, billing, staff hiring/training, recruiting and inventory control. I also gained valuable experience working for two different CPA firms where my duties included tax preparation for individuals, small business, corporations, fiduciary, non-profit,and estate tax returns.

I also reviewed tax returns prepared by other accountants. My audit experience includes governmental school district audits and audit write ups, compilations, and year-end accounting. As a result of my education and combined work experience I am able to work with a variety of different software which includes: Microsoft Access, Word, One Note, Excel, Power Point, Outlook, Office Accounting, QuickBooks, CCH Tax Software, Prosystems Engagement, Prosystems Tax, Aura Achive, DMS, LaCerte, Medical Manager.

As a sole proprietor I keep abreast of our economic climate here in California and the rest of the country. I receive newsletter and I attend continuing education webinars, seminars so that I am constantly aware of changes as it affects my practice and my clients.

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