Tax Manager
Education
- Bachelor of Arts (Mathematics), Washington State University
- Master of Science in Taxation, California State University, Fullerton
- Master of Business Administration, California State University, Fullerton
Professional Experience
- Over 15 years of experience in public accounting
- Areas of expertise include regular management of the firms’ most complex individual, corporate, partnership, estate, and trust tax returns, California State Enterprise Zone and Federal Tax Credits, individual and corporate tax planning, tax examination and tax research
- Currently manages and works directly with the majority of the firms’ California State Enterprise Zone, manufacturing, distributing, and professional services clients
Professional Associations & Affiliations
- Firm Member, CPA Associates International (CPAAI)
- Designation, Enrolled Agent (EA)
- Member, California Society of Enrolled Agents (CSEA)
- Member, Beta Gamma Sigma, Business Honorary
- Instructor, Mathematics, Fullerton College