I specialize in tax planning, equity-based compensation, mergers and acquisitions. I also have extensive experience in taxation for not-for-profit organizations, high net worth individuals and California state tax issues.
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Closely held companies with revenues from below $5M. Owners of closely held companies, individuals, and nonprofit organizations generally not requiring an audit.
The industries I serve include software, internet based, biotechnology, life sciences, distribution, light manufacturing.
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Charities
Make-a-Wish Foundation
Speaking/Teaching
Experience
CalCPA & Business Groups - Tax Topics
Organizations
California Society of CPAs American Institute of CPAs
