About Me

With over 37 years of multifaceted experience in tax and accounting, I bring a deep and well-rounded understanding of both public and private sector financial operations. Throughout my career, I’ve held key roles that span a wide range of industries. This diverse background allows me to approach each client’s financial needs with a strategic and comprehensive perspective.

I currently serve as the Tax Director for a leading healthcare system in Southern California, where I manage complex tax planning, compliance, and reporting functions. My expertise includes corporate taxation, multi-state filings, IRS and state audit representation, and navigating the ever-changing tax code to ensure maximum benefit and compliance for both individuals and businesses.

My goal is to provide practical, personalized solutions that help clients achieve financial clarity and long-term success.