Accounting Expert 378675 CA(S)

Expertise Description

I have over 20 years experience in Accounting specializing in privately owned businesses, business owners, and individuals facing complex tax issues. I have experience with corporations, S-corps, partnerships, LLCs and sole proprietorships. I also specialize in complex tax issues for businesses, individuals, and estates, as well as clients who are being audited by the IRS or need to file past due taxes for multiple years. I have additional experience with taxed transactions, valuation, audits, mergers & acquisitions, and financial reporting. I have prior expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness experience include matters involving business valuation and real estate values.

Professional Experiences

My professional experience includes bank Operation Manager, Sr. Staff Accountant; Division Controller and General Manager of a distribution company; Sr. Retail Business Analyst, Sr. Manager of Business Analysis, Director of Advanced Planning of consumer products group; and the owner of a CPA company.

Relevant Experiences

I am a sole practitioner CPA serving over 100 small businesses with tax and accounting services.


BAfinanceUniversity of La Verne
MBAAccountingUniversity of Southern California

Licenses Certifications

Certified Valuation Analyst

Awards & Affiliation

Partial List of Consulting Expert Witness Cases