Describe your Business.

I specialize in audit representation, tax preparation, general accounting, education, and protecting the assets of estates and trusts on behalf of the intended beneficiaries. I also specialize in protecting the assets of seniors who give financial authority to others. Protecting my clients from audits is very important to me. I never charge my clients more to represent them in front of the IRS or the State of California, which can save them thousands of dollars.  

What was the first job you ever had, and what did you learn from the experience?

From the moment I completed my first accounting class freshman year of high school, I was hooked. My dad was a cost accountant and I wanted to be like him. In college, I was exposed to how forensic accounting can expose financial fraud and the misappropriation of assets. I knew this was the area of accounting I wished to focus on and became a certified fraud examiner (CFE); I am trained to detect, investigate and report on white-collar crime.

What life accomplishments are you most proud of?

The birth of my daughters, Corinne and Breanna, and the birth of my first grandson, Andrew. I am very blessed.

Where do you go when the going gets tough?

I am part of a very close family. My sisters are my best friends, as is my boyfriend. They are my “go-to” people for advice.  

What’s your hidden talent?

I studied for more than 13 years in the martial arts: Kenpo Karate, Chen-style Tai Chi and Zen Budokai Jujitsu.

And finally, customer service is…?

Extremely important to me. I consider my clients family and establish long-term relationships with them. I am very approachable and don’t charge for advice over the phone or via email. I pride myself at being available for the convenience of my client, whether meeting at my office or going to them.

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