As a tax partner at MGO, I serve businesses in multiple industries, including high-tech, consumer products, software, biotech, life sciences, healthcare, manufacturing, construction, professional services, and nonprofits.
I’ve conducted more than 450 research and development credit studies for companies in various industries and served as a representative before the IRS and state taxing authorities to defend research credit claims.
I assist my clients with income tax compliance and planning and wealth strategies, which has allowed many to grow their businesses, while saving significant tax as well as transfer business ownership to their heirs, saving substantial amounts in estate taxes. I’m also excited to help you with other tax incentives, accounting methods, federal and state grant programs, and energy and “green” tax incentives, including energy-efficient building incentives.
Throughout my career, I have authored numerous publications and spoken publicly on current tax legislation, research and development tax credit issues, and other business tax incentives in The Tax Advisor, AICPA, ProVisors, California Society of CPAs, the San Diego Business Journal, the Orange County Business Journal and CFO.com, to name a few.
California State Polytechnic University, Pomona, B.S., Accounting
Certified Public Accountant, California