About

I started my career in public accounting at PricewaterhouseCoopers while pursuing my master's degree in taxation at San Jose State.  Following twelve years of career progression at PwC culminating in five years as a tax director, I took on an in-house tax role at multinational corporation in Santa Cruz, not far from my home.  For the past eight years I have operated in a various industry and consulting roles and further solidified my ability to modify front-end processes and connect with the right people in an organization to acquire the right data and ultimately achieve a tax department's goals. 

While my area of focus has always been global income tax accounting, federal and state corporate income tax compliance, and tax functions and processes, over the years I have gained experience more broadly in transfer pricing, international tax, the tax effects of stock compensation, and the tax considerations of business combinations, among other areas.  I excel at explaining complex tax rules and regulations in simple terms, and strive to bring my experience to you efficiently and in a manner that demonstrates my integrity.

Outside of tax accounting, I operate an apple farm and cider business in Watsonville. I also enjoy spending time with my wife and son, running, travelling, dining, going to the beach, surfing, landscaping and construction, and tending to our dog, chickens, farm cats, and occasionally the neighbor's goats.

Commencing in March 2024, I registered my CPA license as inactive as I am focusing the majority of my time on parenting and our farm. and can not currently offer services that require that licensure. However, I can still currently provide financial analysis, bookkeeping, accounting, tax advisory, and similar services that do not require that licensure.

Get in touch

I know that finding the right tax consultant to support you is a choice not to be taken lightly. That’s why I offer free consultations to walk through your needs, the scope of your goals, and your budget.

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Education

SAN JOSE STATE
Master's of Taxation, 2005

UC BERKELEY
B.A., Economics, and Minor, Business Administration, 2003

CPA Licensure

• California, 2006 - February 2024 (Active). Inactive March 2024 - present