Meet The Firm

I graduated high school in San Diego, attended UC Riverside for 2 years, and received my Bachelor’s degree in Accounting from the University of San Diego in 1986. I went to work for Ernst & Whinney (now Ernst & Young), a public accounting firm, upon graduation and spent two years with them and received my training/internship for my CPA license. I left public accounting for private industry and worked for a medical management company and then at Hemet Valley Medical Center before going out on my own in 1995 as a Financial Consultant and Tax Preparer. I worked for 10+ years providing consulting services for various companies in the financial accounting field while I tinkered in tax preparation. Wanting to stay a little closer to home and enjoy more family time I started building my tax practice and have steadily broadened my tax knowledge while continuing to add clients to my tax practice over the past 20+ years.