About Me – My Background

I am an attorney, licensed in California, with an MBA in taxation, and over 30 years experience in the Expatriate and Inpatriate areas of individual income taxation; first, with a multi-national bank headquartered in San Francisco, then as a consultant with the world’s leading computer chip maker in Santa Clara and finally with a Big Five accounting firm in both San Jose, California and Brussels, Belgium. Over the years, I have had tax preparation clients in over 38 countries. I can effectively answer your questions, help you plan your federal and state tax strategies, represent you before the Internal Revenue Service on Audit or Appeals or in United States Tax Court, help you resolve other existing IRS problems, and/or prepare your federal and any required state income tax returns, (including delinquent filings) as well as prepare any required Reports of Foreign Bank and Financial Accounts (FBARs).

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