My strong tax background has proven invaluable with my small business clients in mitigating their taxes as well as in my forensic and fraud services. As noted elsewhere on this site my business tax experience started early in my audit career and continues through today.

My knowledge and services cover almost all business entities; C corporations, S corporations, partnerships, limited liability companies (LLCs), limited liability partnerships (LLPs), single-member LLCs, and sole proprietorships (Schedule C); including controlled groups and consolidations. My experience in working with multi-entity organizations is a big benefit when using my services.

Beginning in 2016 I no longer prepared tax returns. However, I do coordinate services with the income tax CPA. This is invaluable as I am familiar with the tax aspects of the client as a result of my financial statement services (audits, reviews, compilation, etc). While not actually preparing the returns, I also act as the watchdog to ensure the tax issues do get communicated to the tax professional. By not doing the taxes for the business, makes me much more independent as to the accounting and audit services.

As noted elsewhere on this site, I’m no longer accepting new tax-specific engagements. However, as a part of my financial statement engagements (audit, reviews, compilations) I am many times involved with the company, the owners, and the tax CPA in tax planning. This can be for a small business which can be a simple one or two-person owned company to a $50 M manufacturing company. My extensive experience and background give me knowledge in your business, which translates into business process improvement, tax savings, and other professional advice.
I’m based in San Diego and serve clients throughout San Diego County including Carlsbad, Vista, San Marcos, Escondido, Encinitas, Rancho Bernardo, Poway, El Cajon, La Mesa, La Jolla, Pacific Beach. I also serve Temecula, Murietta, and other Inland Empire businesses.

Beginning in 2016 I am no longer accepting new tax clients unless there are specific issues that I can assist with within my expertise.
A niche within my CPA practice is working with seniors and the aging population primarily with elder financial abuse, forensic accounting, and related services.
With today’s growing senior population and the increasing aggressive sales strategies for financial and related products, I see more and more fraud and financial abuse in these tax returns. This is not fraud by the client/taxpayer, it’s fraud and financial abuse in the product sold. Some of this is illegal but much of it is legal, but improper or inappropriate for the particular situation. Additionally, these financial produces are be sold to individuals at ever-increasing younger ages.
For seniors living in independent living or similar facilities, I come to you. We meet at your facility saving you the transportation worries. There is no charge for the driving time
Many times I’m working with the senior’s adult children or separate elder care professional.