All of
the people who work here handle all of the information that you provide to
us with the utmost care and confidentiality.
Please
take a moment and read more about our people, our history, our credentials, our areas of specialization, our
services, and our privacy policy. If you have
any questions or would like more detailed information about how we can help
you, don't hesitate to contact us. We would be
happy to serve you.
I
graduated from the
I opened
my firm as soon as I was settled on the Coast in 1976 and I have been
serving clients from my office ever since.
In
addition to my work with clients, I teach the beginning accounting course
at College of the Redwoods and I have written "Buy-Sell Agreements"
for the Commerce Clearing House's electronic "Solutions for Business
Advisors" web site.
I am a
member of the American Institute of Certified Public Accountants (AICPA) as
well as the California Society of Certified Public Accountants. My firm has
participated in the Peer Review program prescribed by the AICPA and the
California Society of CPAs. Our firm is examined each three years, the last one in 2007 and we
received an unqualified report (that's good).
I have a
Series 7 and Series 66 NASD security license and I am a QuickBooks
Certified Professional Advisor. I am
affiliated for my financial services work with Genworth Financial.
In
October 2003, Commerce Clearing House published my first book Understanding
Business Buy-Sell Agreements and in 2006 the American Institute of
Certified Public Accountants published a “Charitable
Deduction Worksheet” based on my article at this web site on charitable
deductions.
My
practice is a "general" practice, meaning I do a wide range of
work for clients. On top of the expected accounting and tax work, I am a
Registered Representative and Registered Investment Advisor affiliated with Genworth
Financial. I also do Business Valuations for small
businesses.
QuickBooks has become the most
popular accounting software for small businesses and I have been a QuickBooks
Certified Advisor since the program began in 1999. I am currently certified
in the most recently released version of QuickBooks, QB 2003.
I have been
affiliated with Genworth Financial for my financial planning work. Through them I can offer services either
as a Registered Representative (which allows me to sell products and
receive sales commissions on those transactions) or as a Registered
Investment Advisor (which allows me to manage client investments and
receive a fee based on the assets under management). Through Genworth I can offer several
managed accounts including the Genworth Portfolio Advisory Service.
The
careful management of your finances is my top priority. I take pride in
giving you personalized and thorough service that meets your business or
individual needs.
I provide
a full range of tax and accounting services for my clients and offer
consulting services for special needs.
Tax
Services
I provide tax compliance and planning services for individuals, estates,
and a wide range of businesses including LLC's, S-Corporations, and
Non-Profits.
Looking
for a little information right now? View the latest Tax and Financial News
article in the Learning
Center.
Accounting
Services
I provide compilation, review and audit accounting services. I offer these
services on both an ongoing and a special needs basis. Please call us for
details on how I can fulfill your accounting or auditing needs.
I have
developed a unique "General Ledger Review" service to help you
and your in-house bookkeeper with accounting questions and correct posting
decisions for your business transactions. Call for more information on this
innovative service.
For quick
answers on topics such as your IRA, investments, your child's college
tuition, and your mortgage or credit card calculations visit the set of Financial
Calculators located here.
Investment Services
I have been affiliated with Genworth Financial for about ten
years for my financial planning work.
Before they were the large financial services company known as Genworth,
they were an independent brokerage company known as Terra Financial
Services. Through Genworth I can
offer services either as a Registered Representative (which allows me to
sell products and receive sales commissions on those transactions) or as a
Registered Investment Advisor (which allows me to manage client investments
and receive a fee based on the assets under management). Through Genworth I can offer several
managed accounts including the Genworth Portfolio Advisory Service.
- I will never sell or give
your name to any other organization.
- I take the security of your
information seriously. I have instituted every possible precaution to
ensure that all of your data and materials are safe as long as they
are under my control.
- I may contact you by email
to announce product upgrades, new products, or ask you if you want to be
on my mailing list. If you do not want to receive these notifications,
please reply and let me know.
- I keep your credit card
number only as long as it is necessary to use it for a current
transaction.
- This site contains links to
other sites. I am are not responsible for the privacy practices or the
content of such Web sites.