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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