Overview

I own and operate a tax and legal practice with locations in Los Osos and Pasadena, California.  I am licensed by the State of California as both a Certified Public Accountant and Attorney at Law.

My broad level of expertise and experience allows my clients to handle tax and legal needs within one firm.  With a single solution, my clients can focus on and pursue their own goals and objectives.  With 30 years of experience in smaller local firms as well as globally-sized businesses, I am in a unique position to appreciate the concerns of individuals and entities ranging in size from start-up operations to globally-located businesses. 

Certification

To compete and provide a professional level of service, I am continually improving my technical expertise and financial acumen. As a "dual" CPA and attorney, I am expected to satisfy continuing education requirements set by the California Board of Accountancy and State Bar of California.  Such status also requires the maintainance of the highest levels of integrity and ethics in the performance of my services.

I welcome you to verify my status with both the State Bar of California and California Board of Accountancy.

• California Board of Accountancy
• The State Bar of California