Certified Public Accountant
The Professional 'Me'
I am a CPA licensed by California's Board of Accountancy.
I hold a master's degree in taxation, a law degree, and undergraduate degrees in accounting and political science.
I am currently employed at Perotti and Carrade CPAs, a local CPA firm in San Rafael, although I eagerly serve clients from all over the Bay Area.
I enjoy advising clients on business and tax minimization strategies.
I've worked with a wide range of clients, including billion-dollar businesses, celebrities and high net worth individuals, to nonprofits and start-ups.
As a former IRS auditor, I understand audit procedures and have guided many clients through IRS and state tax-related disputes and audits.
I also provide litigation support services for attorneys and have consulted on disputes involving fraud, divorce, and construction valuation.
'Me' Outside of Work
Favorite Pro Sports Teams: Golden State Warriors, San Antonio Spurs
Favorite College Team: Ohio State Buckeyes
Favorite Players: Tim Duncan, Stephen Curry
Favorite Local Getaway: Napa
Favorite Vacation Spot: Hawaii
Cat or Dog (if I had to pick): Cat
Current Binge on Streaming: Star Trek: Discovery (Paramount Plus)
Favorite Leisurely Reading: The Economist
Currently Reading: Common Sense on Mutual Funds (John C. Bogle), I Will Teach You To Be Rich (Ramit Sethi)