Meet the Team
Our goal is to reduce the time and resources our clients spend on daily business and financial activities. We do this in numerous ways, including complete back office services for high net-worth individuals, assistance with selection and monitoring of specialists in finance, banking, law and insurance; and personalized tax planning and compliance services.
We are small with a single focus of client service. We have the best clients and are so thankful to get the opportunity to help them.
THE BOTTOM LINE is we love our clients and appreciate the opportunity to assist them.
I'm basically a tax geek! Prior to starting my own firm, I was Director of Tax Services for Ernst & Young in Reno. I also worked in the Los Angeles and Portland, Oregon offices of Ernst & Young's predecessor firm Arthur Young & Co. For five years, we lived in Bend, Oregon where I was a partner in a local firm. I also was a faculty member at Portland State University teaching accounting and tax classes for two years. I hold a B.S. degree in accounting from California State University-Chico.
My areas of specialization include, if it is possible to specialize with this crazy tax code: corporation, S corporation, LLC, partnership, trust and individual taxation. I also have a great deal of experience with private charitable foundations and related charitable gifting strategies.
I have been lucky to work with many wealthy clients which enabled me to grow professionally. I have also benefited from many wonderful mentors throughout my career. Among the clients I have worked with are actor Cary Grant, many successful entrepreneurial individuals, several professional athletes; and, numerous large multi-national companies while with Ernst & Young/Arthur Young.
I am a member of the American Institute of Certified Public Accountants (AICPA), the AICPA’s Tax and Private Companies Practice Sections. For many years I was a national instructor of advanced tax topics including once being named Oregon's Top Instructor.
Theresa has been with the firm since its beginning in 1995. A graduate of the University of Nevada, her role is by far the most complex. She manages and coordinates all client back office services. In addition to client back office services, she also manages all of our firm's administrative duties.
She utilizes many software applications including our tax preparation software, Quickbooks, fixed asset and trial balance software; and, 1099 & W-2 software.
She also handles annual filing reports for many clients, including personal property tax & annual lists. Our clients rely on Theresa continually. She is truly the glue that makes us work.