Professional & Personal Accomplishments
- California CPA License acquired and maintained since 2002
- Quickbooks Advanced Certified Pro-Advisor
- Member, Morgan Hill Chamber of Commerce
- Adjunct Accounting Instructor at Gavilan College, 2018-2019
- San Jose State Masters Degree in Taxation, Graduated 2011
- Awarded Most Outstanding Graduating MST Student
- Leadership San Benito County, Graduated 2005
- Graduated Cum Laude from California State University, Chico with a Bachelor of Science in Business Administration and Option in Accounting, 1998
- Treasurer, San Benito Leadership Institute 2023-present
- Treasurer, Women's Fund of San Benito County 2021-present
- Chair, Women's Financial Literacy Committee 2019-present
- Piece by Piece Quilters of Morgan Hill, Member since 2011
- Founding Member, Pinnacle Quilters of San Benito County (Served as Board Member and Treasurer 2003-2008, 2011-2012)
About Me
I graduated from San Benito High School in Hollister, CA in 1994, completed my BS in Business Administration from CSU, Chico in 1998 and graduated with a Masters in Taxation from San Jose State University in 2011. I have over 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 2018 I made the decision to open my own tax & bookkeeping practice to serve our local community. I keep a limited portfolio of 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. I 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 reside in Morgan Hill and travel quite often to my home town of Hollister where my parents have a small goat farm. I have two teen children, one in College and the other in High school. I serve many valued clients in Hollister, Morgan Hill and the surrounding area and a few remote clients across the country. I volunteer my time as Treasurer with two non-profit organizations. In my spare time I love to crochet and make quilts.
