Owner of a boutique full service CPA firm specializing in Tax Consulting and Tax Compliance for Businesses and Individuals. Also, offer monthly accounting, payroll taxes and IRS/FTB representation.

Provided tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 companies to emerging businesses.Worked as part of a multi-disciplinary team helping to provide industry knowledge and experience; manage teams of tax professionals and assistants working on client projects.Managed a portfolio of clients of varying size and scope, mostly in the financial services sector and act as the point of contact for internal and external clients; build and manage client relationships.Manage risk and financial performance of engagements including billing, collections, and project budgets.Advised clients and was responsible for delivering high quality tax service and advice.Participated in and contributed to market and business activities external to the firm

Provided timely and high-quality services and work products that exceeded client expectations.Built client relationships and demonstrated knowledge of client business.Help to develop and guide staff and other junior tax professionals by providing effective performance feedback and ensuring team responsibilities were consistent with skills and developmental goals.Built on technical competence by keeping up to date on trends, developments, and technical authorities and apply them to moderately complex situations.Demonstrated professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products.Contributed to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; actively seeking assignments when unassigned; proactively seeking opportunities to provide tax services.Worked with both the financials services group and real estate groups.