Experience

• 

  Professional Tax Consulting

  • San Carlos, CA

  • Enrolled Agent, Accountant, Owner

    • Jan 2002 - Present
    • San Carlos, CA

    Sole founder, owner and employee of a tax preparation business. Prepare and file 150 individual and small business tax returns each year.An Enrolled Agent since 2002, a designation given by the IRS after a 2 1/2 day test in taxation and requiring 24 hours of annual education.Understands the unique intricacies of each client's finances, providing personal service year after year through meetings in person, via phone, email or fax.Regular tax research to solve complicated tax situations in addition to providing tax planning strategies to clients.La Certe Tax Software user for more than 15 years with the majority of clients filing electronically.Year round IRS and California California Franchise Tax Board issue resolution and audit representation.Create and maintain business website, marketing, as well as all other business and administrative tasks for business

• 

  Sun Microsystems

  • Menlo Park, CA

  • Product Manager

    • Apr 2000 - Nov 2001
    • Menlo Park, CA

    Manage Sun Ray 1 products through product life cycle including launch and EOL, completing 9 separate product announcements in 1 year.Responsible for the Sun Ray Smart Card business, including roadmap, availability, forecasts, and recovered $30K from a third party vendor.Communication lead on Sun Ray power supply failure, crafting messaging and letters for internal Sun and customer informationLead team to analyze, recommend, and present a strategy to upper management to reduce cost and increase margin of Sun Ray appliances; results amounted to more than a 10% cost reductionCreateand maintain Sun Ray web pages on multiple sites, internal and eternal, including a complete website retrofit

• 

  Sony Electronics

  • San Jose, CA

  • Marketing Manager

    • Nov 1995 - Mar 2000
    • San Jose, CA

    Create and present competitive product positioning and sales tools for Sony's sales force and key direct customers.Create and implement channel promotions to increase sales of DDS products.Perform in-depth market research of customer trends and competitor movements, and incorporate into sales presentationsDevelop strategies with Sony Sales management to ensure budgeted sales are achievedValidate and authorize Industrial Distribution Channel pricing requestSupport new product launches by managing advertising, press releases, and evaluation unitsCreate marketing brochures to target Sony's DDS product customersCoordinate and supervise trade show and press events for DDS product group

• 

  IBM

  • San Jose, CA

  • Procurement and Logistics Assistant (Internship Position)

    • Jan 1994 - Sep 1994
    • San Jose, CA

    Analyzed PO schedules with supplier capacity to prevent manufacturing shortages white maintaining a JIT systemSupplied upper management with information needed to allocate crucial parts on a worldwide basisResponsible for coordinating the delivery of parts with worldwide suppliers and IBM receiving