My Resume
After a six-year stint in the Navy and several years in the computer industry, I graduated from Cal State Northridge with a Bachelors in Accounting in 1990. I passed the CPA exam shortly afterwards.
From 1990 to 1998 I worked in the Los Angeles area in both public accounting and private industry. At one firm I oversaw the accounting and prepared the taxes for fifty restaurants. In 1998 I moved to the Bay area to take part in the new economy. I relocated to the Palm Springs area to start my own CPA practice in May of 2001.
My primary focus as a financial professional has been on small business and individual taxation, and on small business finance. I am fascinated by the entrepreneurial environment. My financial career started when I was seventeen and doing the bookkeeping for my mother's catering and food manufacturing company. Her company was for many years a primary caterer for Merv Griffin's TV shows and for Dick Clark Productions. That was years ago.
I've gathered significant experience in a breadth of industries and aspects of individual taxation, those being:
- Agriculture
- Art dealers and galleries
- Automotive repair
- Catering
- Construction
- Doctors and dentists
- Same sex couple taxation issues and strategies, whether married, registered, or just living together
- Entertainment production companies
- Expatriate and foreign citizen taxation
- Food processing
- Hospitality
- Interior design
- Landscaping
- Light manufacturing
- Mortgage brokers
- Printing
- Professional services
- Restaurants, bars and fast food
- Real estate sales
- Retail
- Service businesses
I look forward to applying my diverse small business background to your company and helping to make you more successful. Are you interested in my help?