• Reputation

    Based in the Bay Area for 25 years, I'm proud to say that most of my clients come through personal referrals.

  • Ethics

    My clients want quality, organization and compliance in business and personal finances.

  • Estate Planning

    One of my specialties is trusts and estates, advising trustees, executors, and beneficiaries.

  • Startups

    I greatly enjoy working as a tax consultant to startup companies and tech entrepreneurs.

  • Relationship

    More than simply a CPA and tax expert, you can count on me as a trusted advisor.

I'm the owner of a full-service accounting firm in San Rafael, CA.

As a CPA and tax expert, I offer a broad range of services for individuals, business owners, trusts and estates. I care deeply about my clients and always consider their whole lives, not just their personal and professional finances.

Please call me today - I'll be happy to offer you a free initial consultation. Thanks for visiting!

Services for Individuals

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

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Business Services

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

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Tax Services

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

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Quickbooks Services

There's a reason QuickBooks is the number one business accounting software. Put this robust software to work for you with QuickBooks setup and training.

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