About Me

I earned my Bachelor of Science from the University of California at Davis in 1984. In addition to having over 25 years of both public and industry accounting experience, I am a Certified Public Accountant in good standing, licensed by the State of California since 1990. I am also certified by the California Society of C.P.A.s in estate planning and I am a long-standing member of both the San Jose chapter of the California Society of C.P.A.s and the Santa Clara County Estate Planning Council.

In 1991, I began specializing in estate and trust accounting and tax services with local firms. In 1999, I left my management position at a local accounting firm to develop my own practice. For the past 10 years, I've successfully built my own public accounting practice by providing trust, estate and individual tax/accounting services to my clients. Currently, my client base ranges from those with very small estates to those with assets in excess of $40,000,000. Some of the services I offer my clients include:

Estate and gift tax return preparation
Individual and fiduciary income tax preparation
Individual and estate tax planning
Trust and estate accountings
Subtrust funding