CEO/Tax Strategist

• Nov 2019 - Present

Managing Partner, Tax and Accounting

• Sep 2015 - Oct 2019

Senior Associate, Tax and Accounting

• Dec 2014 - Jul 2015

Preparation or review of the majority of the Firm’s individual income tax returns during the 2015 tax season. Created a streamlined interview process in coordination with the front office staff, and conducted all new client interviews. Serviced the needs of several new business clients, from basic bookkeeping through income tax preparation.

Tax Manager

• Dec 2008 - Dec 2014

Tax senior responsible for a high volume of business and individual income tax returns for a well respected Los Gatos CPA firm catering to a high wealth clientele. Reviewed returns of tax staff and assisted with training on software and office procedures as needed.

CFO/VP/Accounting

• Apr 1998 - Dec 2008

Converted from a cumbersome and expensive accounting system to a combination of software packages including Peachtree Accounting, Lacerte Taxation, and Microsoft Office, saving the company both time and money.Structured the sale of the business according to a relevant tax case, potentially resulting in the savings of thousands of dollars in corporate taxes.

Partner

• 1992 - 19986 years

Attracted and retained clients ranging from yacht clubs to non-profit organizations, attorneys to nationally recognized restaurant chains.Provided clients with accurate financial information to assist them in making important business decisions. Prepared all federal and state tax returns as a tax practitioner enrolled to practice before the Internal Revenue Service.

Accountant

• 1989 - 19923 years