About Me
Practical tax planning and CPA guidance for clients with more complex tax situations.
As a California licensed CPA with more than 25 years of tax, accounting, banking, and financial experience, I work with individuals, business owners, real estate investors, estates, and trusts that require specialized tax preparation.
My work focuses on accurate tax compliance, practical planning, and clear guidance before tax decisions become costly. I maintain a limited client base so I can provide more direct attention, year-round planning support, and careful review of each client’s facts.
I hold a Master of Accounting from the University of Texas at Austin and collaborate with a senior CPA who brings more than 50 years of experience to the review and planning process.
My Approach
I believe tax planning should be clear, practical, and grounded in the law. My approach focuses on helping clients understand what the tax rules allow, what documentation is needed, and how decisions may affect future tax returns. I look for planning opportunities that are reasonable, well-supported, and appropriate for each client’s facts.
Every client’s situation is different. Business income, real estate activity, retirement decisions, capital gains, estate and trust matters, multi-state filing issues, IRS notices, and FTB notices all require careful review of the facts before a recommendation is made.
My goal is to explain both the tax result and the reasoning behind it, so clients can make informed decisions with a clear understanding of the risks, requirements, and next steps.
What I Help Clients With
I assist clients with tax planning, tax return preparation, business tax matters, real estate tax issues, fiduciary income tax returns, estate and gift tax matters, IRS and FTB notices, multi-state filing issues, and tax questions that require more than a standard return preparation process.
Tax Planning
Year-end planning, tax projections, retirement decisions, charitable giving, capital gains, and planning before major financial events.
Business Tax Matters
Entity structure, S corporation issues, owner compensation, business deductions, bookkeeping cleanup, and tax-ready financial review.
Real Estate Tax Issues
Rental real estate, short-term rentals, depreciation, cost segregation, passive activity rules, installment sales, and 1031 exchanges.
Estates and Trusts
Fiduciary income tax returns, final individual returns, trust distributions, DNI, inherited property, basis issues, estate tax, and gift tax matters.
IRS and FTB Notices
Notice review, proposed tax changes, balances due, penalties, refund holds, transcript review, and response planning.
Tax Preparation
Individual, business, estate, trust, gift, multi-state, and prior-year tax returns requiring careful review and accurate compliance.
My practice is especially suited for clients who want a thoughtful review of their situation, practical recommendations, and a CPA relationship that extends beyond filing season.
Need Help With a Tax Issue?
If you are looking for tax planning, tax preparation, IRS or FTB notice help, real estate tax guidance, business tax advice, or estate and trust tax support, the next step is a focused conversation.