About me…
I developed an affinity for tax preparation through an internship that was part of my graduate accountancy studies at San Jose State. The internship was with a CPA firm servicing high net worth individuals. I left the assignment wondering “what do people do if they can’t afford a CPA to do their taxes?”
When I retired from a 30-year in university financial management, assisting other retirees with their taxes and basic financial questions became my “hobby”. I became an Enrolled Agent and worked three tax seasons with a local CPA firm to gain experience.
Now I maintain a limited number of tax clients and will occasionally take on a project (financial consultation, etc.). In my spare time, I enjoy backpacking, flyfishing and fiber arts.
My ideal clients are retirees with simple tax situations who just need a reliable helper…someone who’s not in it for the money, but is instead compelled to be of service.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!