Our Home Page

Tax Planning and Tax Return Filing

Investment Review

Financial Planning
and Calculators

Estate and
Gift Planning

Recordkeeping
for Taxes

Business Solutions

Financial Statements

Links of Interest

Professional Services and Experience

Contact Us!

Professional Services

Our firm provides services to individuals, corporations, limited liability companies, partnerships, estates, trusts, and fiduciaries. Our clients are based in Northern and Southern California, Hawaii, Japan, and Taiwan. We provide the following services to our clients:

Tax and Compliance Services

	Tax Planning and Consultation
	Income, Gift, and Estate Tax Returns
	Payroll, Sales, and Other Tax Returns
	Assistance and Representation on Tax Audits

Accounting and Financial Services

	Review and Compilation of Financial Statements
	Personal and Prescribed Form Financial Statements
	Consulting on Accounting Related Matters
	Assistance in Adjusting the Books of Accounts
	Processing and Maintenance of Computerized Accounting Records
	Assistance in Establishing Accounting Systems and Internal Control
	Financial Analysis, Planning and Budgeting
	Financial Projections and Forecasts

Advisory Services

	Management Consulting
	Assistance to Emerging and Start Up Business
	Feasibility Studies
	Evaluation of Investment Alternatives
	Assistance in Acquisition and Disposition of Business

Experience

Our firm was established in 1983 at its present location in Burlingame, California. Prior to establishing my CPA practice, I was in industry and other CPA firms for a total of eleven years. I graduated with a Bachelors of Science degree in Accounting from the University of San Francisco and attended Golden Gate University in San Francisco for graduate studies in Business. My principal source of continuing education is through the California CPA Education Foundation, and other educational institutions.

I am a member of the American Institute of Certified Public Accountants, the Tax Division of the AICPA, and the California Society of CPAs.

My recent volunteer activities include being a member of the Board of Directors of Notre Dame High School in Belmont, California from 1994 to 2000; I have served as Chairperson of the Finance Committee during the years 1995 to 1997. I was also a board member of the Board of Education of Junipero Serra High School in San Mateo, California during 1994 to 1997 serving as Chair of the Board during 1996 - 1997. Other volunteer activities include rendering professional services to charitable organizations. It is my firm belief that volunteerism is an important and integral part of life that benefits us all.

Our Home Page | Tax Planning and Tax Return Filing | Investment Review
Financial Planning and Calculators | Estate and Gift Planning
Recordkeeping for Taxes | Business Solutions | Financial Statements
Links of Interest | Professional Services and Experience | Contact Us!