How I can help you
I have been. a CPA since 1975. I have advanced through the ranks to Partner in several of the largest accounting firms in the world.
I have also worked as a CFO in private industry for a small business, where I had hands on experience, dealing with day to day problems.
I have taught accounting and taxation at both the undergraduate and graduate levels. I possess a masters degree in taxation.
I spent the most recent part of my career acquiring and managing my own CPA firm here in the Coachella Valley. Over the last 15 years, I have
broadened my experience. In addition to the technical challenges of the profession and client relations, I was involved with human resources, marketing
and management. Having all small business clients, I have helped them over the years in a myriad of ways, including tax planning, budgeting, cash
flow analysis, and understanding accounting reporting as a planning tool.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Real Estate, Rental & Leasing
- Professional & Business Services
- Nonprofit, Public and Professional Organizations
B.A. California State College at Fullerton-1973
M.S. in Taxation Golden Gate University-1982