After 20 years of working in large scale public accounting and professional service firms, the time was right to start an independent practice. This practice is now serving individuals and small businesses with accounting, tax and business consulting needs in Orange County, California. We are extremely passionate about working with small businesses and families to help achieve their financial objectives.
My own business background has taught me that there are four cornerstones to successful business:
Our practice can help you evaluate these aspects of your business, as well as support you in establishing a solid baseline for your accounting, financial reporting and tax preparation needs.
After earning a Bachelors Degree from California State University – Fullerton, and working in various senior accounting positions over 30 years, I determined I most enjoyed the time I spent working with small businesses, individuals and families in achieving their financial goals, helping them understand their debits and credits, and leveraging the tax code to minimize their tax burdens.
I am well versed across industries including Small Manufacturing, Construction, Engineering, Real Estate and Public Utilities, as well as Homeowner Association financials and requirements.
I have lived in the South Orange County area for over 30 years. I look forward to speaking with you, and customizing my years of experience to solve for your business and financial challenges.