
President, San Diego Business Advisors
Greater San Diego Area

President, San Diego Business Advisors
Greater San Diego Area
Enrolled Agent - Federally Licensed Tax Professional
We provide business owners with tax solutions to help them better manage their tax liability. No business is the same so we customize a tax plan strategy that works best for the owner to help them achieve their goals. We have had a lot of success helping businesses in the start up phase and into the growth phase. We are working to develop a team of professionals that will also assist business owners with an exit strategy that will allow them to maximize their financial potential and minimize the tax liability on the transaction. Personal service and helping our clients through tough times are what we pride ourselves on. We are there for our clients and will help guide them through our recommendations.
Income Tax Planning and Business Development for New Business Owners
Income Tax Planning and Business Development for existing businesses with net revenues exceeding $75,000 per year
Exit Strategy Planning for business owners looking to transition their business either through sale or transfer.
Certified Quickbooks Pro Advisor
(Accounting industry)
August 2002 — Present (7 years 4 months)
San Diego Business Advisors is like no other accounting, bookkeeping or tax planning firm in San Diego. We specialize in a holistic approach personalized for each business and every business owner we work with. No cookie-cutter approaches, no templates.
We understand that your financial freedom and security lies in choosing the most talented professionals you can find to support your unique goals. Whether you own a business or have a boss, we look at your whole picture and help you make the decisions that will get you where you want to go.
(Accounting industry)
January 1993 — August 2002 (9 years 8 months)
Bachelor , Accounting , 1989 — 1994
California Society of Enrolled Agents - President of San Diego Chapter
National Association of Enrolled Agents
National Society of Accountants
Better Business Bureau
Greater San Diego Business Association
Small Business Administration - San Diego District - Named Financial Services Champion of the Year 2009