How I can help you
I have been. a CPA since 1975. I have advanced through the ranks to Partner in several of the largest accounting firms in the world. I have also worked as a CFO in private industry for a small business, where I had hands on experience, dealing with day to day problems. I have taught accounting and taxation at both the undergraduate and graduate levels. I possess a masters degree in taxation. I spent the most recent part of my career acquiring and managing my own CPA firm here in the Coachella Valley. Over the last 15 years, I have broadened my experience. In addition to the technical challenges of the profession and client relations, I was involved with human resources, marketing and management. Having all small business clients, I have helped them over the years in a myriad of ways, including tax planning, budgeting, cash flow analysis, and understanding accounting reporting as a planning tool.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Professional, Scientific, & Technical Services
- Real Estate & Rental & Leasing