I am a full-service Accountant licensed in California, offering a broad range of services for individuals, businesses and business owners, independent professionals, and fiduciaries.  

In addition to being a CPA, I am a Certified Specialist in Estate Planning (CSEP). As a CSEP, I have extensive training and experience in Estate and Trust taxation, planning and administration. 

I have been practicing for over 20 years, and would greatly appreciate the opportunity to put all that I have learned to work for you. 

I offer trustee and executor services in addition to business and tax services.

I am affordable, experienced, and friendly.  

Please take a few minutes to review the services I offer.

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Services for Individuals

Services for Individuals

Protecting your personal assets has never been more important. My accounting services help to safeguard you and your family and optimize all of your hard-earned dollars. 

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Business Services

Business Services

Are you running your business at peak performance? Do you need financial statements? Call on me to increase efficiency, stay in compliance, and boost revenue and profits.

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Tax Services

Tax Services

Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with my tax planning, compliance, and preparation services. 

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