Firm Profile

Choosing a CPA to work with doesn’t have to be a difficult decision. You want to work with someone who understands that your time is important, and you want to cut to the chase and get the job done. But you also want to be known, not just another name in a rolodex (kudos to you if you know what this is) on some random accountant’s desk. You want someone who gets you.

I feel the same way.

I formed my own practice with a single principle in mind: To provide the highest level of personalized client services available. Simply put, I care about every one of my clients. I will always be your contact person and it is my personal policy to closely monitor every account to ensure you are receiving the best advice possible. If you would like to develop a relationship with an accountant that will know your name, then I’m your first choice.

About Me

As a graduate from Golden Gate University in San Francisco, I’ve been practicing for more than 25 years. Through the years I’ve gained valuable experience working for several local accounting firms and have acquired a wealth of knowledge from talented mentors. More recently I completed the Financial Planning program through Santa Clara University.

I spend a minimum of forty hours per year in classes and seminars to stay current on the latest tax strategies, technologies and techniques for running today’s business and minimizing the impact of taxes.

On a personal note, during my time off I enjoy spending time gardening, exploring our beautiful county and spending time with my 19-year-old (when they let me) who is my favorite person on the planet. I firmly believe their generation will make the difference the world needs…one where racism is 95% eradicated (yes, there will always be the occasional #$@&%*) and that we will have a genuine handle on climate change.

portrait of Trish