About Us

I am a CPA with a BA in economics from UC Santa Cruz and an MBA from Rutgers University. I have over twenty years of tax and accounting experience.

Our firm focuses on small businesses and individual taxation with clients ranging from auto repair shops to software engineers and surgeons. We provide the highest quality service with the personal attention only a small firm can provide. Services include tax preparation, tax planning, CPA services, business consulting, bookkeeping services, and financial planning.

We serve Santa Cruz counties and the Bay Area including Santa Cruz, Scotts Valley, and San Jose areas.