Peninsula Based Tax and Accounting Specialist

I provide individual and small business tax and accounting services in our San Mateo office. I develop a close working relationship with each client, earning trust with responsiveness and personal attention. I will be there when you need me.

Individual
  • Tax preparation
  • Year-round tax planning
  • Audit defense
  • Estimated taxes and withholding adjustments
  • Tax planning and preparation for property rentals, sales, and like-kind exchanges
  • Tax planning for stock options
Small Business
  • Quickbooks or Wave accounting setup and quarterly or annual checkups
  • S-Corp, C-Corp, Partnership, or schedule C tax planning and preparation
  • New entity setup
  • Sales Tax compliance and consulting
  • Financial statement preparation
Trust and Estate
  • 1041 Estate and Trust fiduciary tax return preparation
  • Gift taxes
  • Tax advice for estate and trust planning