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).
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. I have always considered that
the primary goal of good accounting and tax advise is the ability to explain
the issues in a way that someone who is not familiar with accounting or tax jargon
can understand. This communication is at
the core of my practice. In essence, I
can do the work correctly and in a timely manner and then communicate to you
the issues that I think are important to you for you to move forward in your
business and your tax planning.
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 have taught, and will teach the
Introduction to QuickBooks course at College of the Redwoods.
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.
Photography
It began as a job in the US Army when I was stationed in