About

Once upon a time, I was a chemist, testing the stick-slip properties of a lubricating grease formulated to ensure that San Francisco's cable cars had enough grip to go uphill but not slide back down. I ran the tests, crunched the numbers, made improvements, and found the perfect solution. And then I changed careers. I traded test tubes and Bunsen burners for pencils and erasers, smelly petroleum-based substances for volumes of legislative regulations, and laboratory journals for tax returns but I'm still crunching the numbers and finding the perfect solutions for my clients.

Today, with the help of a diligent support staff and a large research library, I guide clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track toward their financial goals. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently enacted tax laws.

Although I am California-based, I am federally licensed and experienced to address the needs of a geographically diverse clientele seeking tax preparation and advisory services.