Experience and Expertise:
I have been in public accounting since 1983, specializing in taxation. I started my career in San Jose, California during the technology boom of the early 1980’s before moving to Santa Rosa. I am a frequent speaker at professional and industry events in the areas of tax planning and accounting. I have written articles for the Journal of Taxation and The Tax Advisor, and am an expert witness in accounting and taxation matters in Napa, Alameda and Mendocino Counties. I have been chairperson of the California Society of CPA’s Wine Industry Conference Planning Committee twelve times and was named the Outstanding Conference Volunteer by the California Society of CPA’s in 2017.
Education and Certifications:
Bachelor of Arts, Religious Studies, University of the Pacific
Bachelor of Arts, Accounting, Eberhardt School of Business, University of the Pacific
Certified Public Accountant, California
Past President, Past Active Member, Active 20-30 Club of Santa Rosa, #50
Past President, California Junior Miss Scholarship Foundation
Treasurer, Valley of the Moon Children’s Home Foundation
Treasurer, Windsor Youth Soccer League
I coach my kids’ soccer teams, as well as actively support little league baseball. I enjoy cooking and fine wine; music, gardening and restoring classic cars.