Expertise

Tax Compliance, Planning & Research with an emphasis in Private Client Services.  Previous experience includes: Audit/Assurance services for small to mid-sized businesses including publicly traded companies, Revenue Recognition (SOP 97-2), Accounting for Income Taxes (ASC 740), Accounting Procedures, Financial Reporting & Analysis, Budget & Forecast, Accounting System Implementation & Conversions, QuickBooks. Experience working with industries in Real Estate, Technology (SaaS, Software Development, Computer Manufacturing), Investment Management, Emerging Businesses/Start-Ups and Venture Capitalists.

Education
B.A. with Specialization in Business & Administration, University of California, Los Angeles
M.S. Tax, Golden Gate University
Award in Accounting Program courses, UCLA Extension

Professional Associations and Leadership

California CPA Society, AICPA, California Tax Education Council, IRS Annual Filing Season Program
Affiliate Member Financial Women of San Francisco (FWSF & FWASF)
Pacific Rim Business Association-UCLA, Finance Director & HR Director (1996-2000)

Why I am Passionate About Public Accounting

It is never boring. The complexity and evolving change in tax laws and financial reporting has continued to foster my professional growth.  I’m passionate about learning and keeping up with the changes to better serve our clients, not only with tax preparation, but to gradually become their trusted advisor. 

Who I Am Outside the Office

Cynthia’s interests include exploring bay area backroads and eateries, reading, watching cooking contests & shows, karaoke and tennis.