I enjoy working with business owners and helping them to set and achieve their goals.
Most business owners that I have worked with are very smart but don’t always operate efficiently because accounting matters are not their major strength. We help them create systems that enhance the quality of their lives and enable them to focus their time and energy on more productive and enjoyable activities.
It’s very important to me that we always respond quickly to our clients’ phone calls and emails. We especially enjoy the proactive tax planning sessions and making projections to help our clients make intelligent decisions and so they are not taken by surprise.
Our entire team feels truly invested in the success and well-being of our clients.
Career
Jeff has extensive experience in complex tax situations including tax planning, tax deferred exchanges, real estate transactions, passive activities, investment partnerships / LLC’s, tax credits, business formation and transitions and client representation before the IRS and other governmental agencies.
- Worked as an Internal Revenue Agent with IRS early in his career auditing business tax returns
- Practicing as a Certified Public Accountant since 1980
Education and Credentials
- Licensed Certified Public Accountant, State of California
- Bachelor’s Degree in Accounting, San Diego State University
Personal Life
Jeff’s father was a CPA and founder of the firm in 1950.
Jeff enjoys travel, nature, hiking, cooking / eating good food, wine, music, gardening, friends and family. He is an unapologetic old hippie and a philosopher.
Jeff has been married since 1984 to Nancy who also works in the firm. Together they have two great sons and amazing daughters-in-law. They have three grandsons who are their favorite people in the world.