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
  • Non-Profit
  • Business Operations

Industry Experience

  • Real Estate, Rental & Leasing
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations

Education

B.A. California State College at Fullerton-1973

M.S. in Taxation Golden Gate University-1982


Brian Lindsay Wachs

Communication Methods

  • In Person