History
My family has been in the bookkeeping and tax preparation business for over 20 years. Slowly but steadily my father has managed to bring all his sons into the family business. Each of us has brought something new to the business. I bring over a decade of experience from the manufacturing/engineering industry with a background in design, compliance, and management. My father's influence and my experience partnering with small business has deeply rooted a passion for entrepreneurship and community supporting business into my life. I love working in this industry because I get to meet, work with, and help people doing great things!
Specialties
Everyone should be able to do their own taxes...if they want to. However, not everyone has finances straight-forward enough to tackle on their own. If you have had significant life changes or are not interested in becoming your own tax expert, give us a call! We are here to help make sense of the tax process. We help you figure out what happened in prior tax years, ensure you stay compliant for the current tax years, and work with you to plan for future tax years. We make sense of the choices you have regarding taxes and your finances. For business owners, in today's world your time is best served focusing on the day-to-day challenges that make your business great. You did not start your business because you love to pour over bank statements, track federal and state notices, or monitor your compliance with government agencies (IRS, FTB, BOE/CDTFA, EDD, SOS, county, city). We take care of your books and monitor your compliance needs, so you can get back to doing what you love doing!