I have 20 years of experience working for tax and accounting firms throughout the South Bay Area of California, including 3 years with a Big 4 CPA firm. In October 2018 I made the decision to open my own tax & bookkeeping practice to serve our local community. I am fulfilling my dream to build real relationships with a few ideal clients and help them with their books, their planning and their tax returns. I spend the time to provide that extra care for my clients, just as I do for my own friends and family. My clients want to pursue their passions and their dreams of building an awesome business. Reconciling bank accounts and classifying receipts pulls them away from where they really want to spend their time! I can help with more than just filling out tax forms. I can ease your worries about bookkeeping and taxes by assisting you to keep your books & records in order and by providing guidance and understanding of financial results along with doing the necessary planning so there are no surprises at tax time.
I have a home in Morgan Hill and also spend time in Hollister where my parents have a small farm. I look forward to providing outstanding tax and accounting services to the community and developing long-term relationships with my clients.