Why My Firm?

Your Privacy and Security 

I established this site for “Your Security” … so that we could exchange files securely NOT over e-mail as we work together to prepare your tax return(s). This includes 2 FACTOR AUTHENTICATION.

Best Tax Software

I selected the Industry's best tax software “In The Cloud” so that predators could not steal your information off a local hard drive

Technical Expertise

I invested considerable time achieving my CPA CERTIFICATION, completed both a MASTER’S IN ACCOUNTING and continuing income tax education at both nationally recognized GOLDEN GATE UNIVERSITY and THOMSON REUTERS.

Client Focused

I concentrate on my “referral network”. Remember the Starbucks coffee EXPERIENCE before they implemented on-line orders.

IF I DON’T KNOW THE ANSWER – I will get you to someone who does.

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