History
I am a Certified Public Accountant with over 25 years of experience. I was raised in Modesto and attended local schools. Graduated from Stanislaus State University with a bachelor's degree in accounting. I have worked for American Express Tax & Business Services as their Senior Accountant and then opened my own firm when American Express closed their office doors in 1997. My specialties are in tax accounting, planning, and preparation with clients who have complex tax returns. I have passed the Series 6 & 7 Securities License exam as a prerequisite for my employment with American Express. Also working closely with many financial planners due to my prior history with investment firms and all aspects of business operations. This qualifies me to service all financial needs. I have an office in downtown Modesto with 3 employees. We are very friendly and try our very best to offer the best quality service possible.
Specialties
Accounting and Bookkeeping services.