My firm is an accounting practice servicing individuals and small businesses. We provide tax advice and return preparation for individuals, and are geared up to help those affected by Obamacare credits and penalties.For our business clients, we provide all levels of QuickBooks consulting from training to full controllership services

As a Senior Tax Manager I handled income tax and estate planning for high net worth individuals. The San Jose office of Deloitte was in the center of the Silicon Valley tech startup boom and serviced many of the valley's instant millionaires.

Our office of American Express Tax Business Services provided the full range accounting services to over 1000 businesses and individuals. As the Tax Director I managed the tax preparation services and all IRS conflict engagements.

I started my own firm the same month I received my CPA certification. I was able grow the firm, finally merging with and becoming a partner at American Express Tax and Business Services