We work proactively with businesses and nonprofit organizations to aid in professional accounting, financial and tax matters. From start-up through maturity, we strive to become a trusted adviser to all of our clients. We have first-hand experience with the challenges privately-held businesses face and we provide comprehensive support by leveraging the collective experience of our firm; we focus on providing value for our clients such as identifying long-term sustainable growth opportunities… Show more We work proactively with businesses and nonprofit organizations to aid in professional accounting, financial and tax matters. From start-up through maturity, we strive to become a trusted adviser to all of our clients. We have first-hand experience with the challenges privately-held businesses face and we provide comprehensive support by leveraging the collective experience of our firm; we focus on providing value for our clients such as identifying long-term sustainable growth opportunities and meeting the day-to-day demands of tax and accounting compliance. Working with business owners and their staff, we customize our services to provide the missing piece of a client’s team. Show less

Responsible for all accounting, finance, and tax matters for website design and development company located in San Jose, California.

Responsible for managing the treasury, insurance, and tax processes as well as insurance. This includes: banking, investments, debt management, foreign exchange, credit and collections, cash bookings, insurance related activities, operational risk assessment and management, and policies and procedures.

Responsible for: • interpreting, analyzing, filing and recording tax related transactions, as well as reporting this information. • all tax filings (i.e., IRS Form 990, 990-T and related applicable State filings) for the organization and its affiliates (coordinating with outside tax preparers); • providing subject matter expert to senior management on all aspects of the Form 990; providing oversight for unrelated business income classification.• state sales tax filings and… Show more Responsible for: • interpreting, analyzing, filing and recording tax related transactions, as well as reporting this information. • all tax filings (i.e., IRS Form 990, 990-T and related applicable State filings) for the organization and its affiliates (coordinating with outside tax preparers); • providing subject matter expert to senior management on all aspects of the Form 990; providing oversight for unrelated business income classification.• state sales tax filings and related journal entries; supporting the Payroll department with any payroll related tax issues; and act as primary focal point supporting the line organizations related to tax implications for their businesses. Show less

Direct, advise, and otherwise carry out the strategies and policies of CalCPA within the Peninsula/Silicon Valley area.Co-Chair, Emerging Professionals Committee (since May 2013) •Coordinate events geared to educate, connect and empower young and emerging CPA's (0-5 years) in the Peninsula Chapter of CalCPA. •Mentor for the Emerging Leaders Certificate Program.

Reviewing and managing the tax preparation, consulting and planning for the high net-worth individual, fiduciaries, partnerships, small corporations and not-for-profit entities.