Oct 17, 2016 ,

Position:

  • Senior Associate

Years of Experience:

  • Five

Education:

  • Golden Gate University, M.S., Taxation
  • Kakatiya University, India, B.Tech.

Experience:

  • Experienced in the preparation of variety of Income tax returns for individuals, corporations, partnerships, LLC’s, trusts and non-profits.

Professional Affiliations:

  • 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