I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results.


I am your trusted partner in success. I offer a full range of professional services at a fair price and give you the individual attention that you deserve.


Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.


A native San Diegan, I spent my early & teen years either on the beach or in a swimming pool. I graduated from Hoover High School, then went into a vocational trade; working while paying my way through Business College, with a major in Accounting & Business Law, with minors in English & Business Management.

I was on the path to becoming a Certified Paralegal, when I discovered ‘my calling’ into the Accounting & Tax Preparation field. After working in a local tax office for 5 years, I was one of the first group to receive the CA CTEC licensing in the early 80s.

Working further into the field, I took & passed the Federal SEE Exam to become an Enrolled Agent, thereby licensing me under Circular 230 & enabling me to practice before the Internal Revenue Service.  I spent 30+ years working in CPA firms, where I received advanced level training in both accounting & tax preparation.  I have implemented many learned procedures I have carried forward, into my own office.  I now have a total of 38 years in experience & knowledge to offer in this field.

A client’s confidence in my abilities, along with peace of mind, are the two main goals of my business. I have been blessed with loyal clients, some of whom have stuck with me since the beginning. I chalk that up to the fact that I love what I do!

Each & every client is treated as THE most important person in the world.  You are a celebrity & deserve my undivided attention while meeting with me.  I understand that your time is valuable so our meetings will always be timely & efficient.

If I can help you with your Small Business Money Matters, please contact me.  I guarantee…..its painless!

Customer Service & Professionalism are the focal point of each & every Engagement.

 What is an Enrolled Agent?

An Enrolled Agent (EA) has demonstrated technical competence in the field of taxation to the IRS and is a tax professional. An EA is licensed by the U.S. Department of the Treasury to represent any taxpayer (individuals, businesses, corporations, estates) before all administrative levels of the Internal Revenue Service.

Want your Taxes done right this year!!