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 dreams of building their own business. 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. Please contact me and I am happy to provide a quote for consultation or training on Quickbooks, monthly bookkeeping or tax preparation services.