- Senior Associate
Years of Experience:
- Golden Gate University, M.S., Taxation
- Kakatiya University, India, B.Tech.
- Experienced in the preparation of variety of Income tax returns for individuals, corporations, partnerships, LLC’s, trusts and non-profits.
- California Society of Certified Public Accountants (CalCPA)
- Past Treasurer of Helen Carr Castello PTA
Recent Continuing Education:
- Federal and California tax update seminars
- The Portable Exclusion, Marital Deduction and Future of Survivor’s and Bypass Trusts Planning