The “Client Portal” site is hosted by Thomson Reuters.  The site login requirements are more secure than most bank sites. The portals offer a more secure and convenient method of transferring information electronically.  In addition both of my tax software and bookkeeping software now require additional security in order to login. LastPass software is used to store and generate complex passwords. 

The files used in my accounting practice, either paper or electronic, are secured in local storage.  The local security of paper files includes locked storage until we are able to shred, we use an onsite certified shredding service for disposal of paper files.  The security for electronic files is based on a secure location and encrypted drives when working remotely.  The Microsoft Bit-locker encryption is used on all external storage devices and on all local backups.  Cloud backup is hosted by Microsoft Azure using both encryption and certificate authentication.

Security for local network files is provided using Microsoft Server 2016 Essentials which secures files using a domain structure based on strict password security.  I use Microsoft Office 365 for hosting email service.  When I transmit documents through email the files are encrypted using passwords for security.

The tax preparation software I use is Ultra Tax, by Thomson Reuters.  The tax software and related files are stored locally.  Our software transmits e-file documents directly to Thomson Reuters using encryption.  Thomson Reuters transmits the e-file documents to the taxing agencies directly.  We receive verification that the returns have been accepted by agencies from Thomson Reuters.


I have extensive experience in preparation of Individual, Corporation, Partnership, LLC, Trust, Estate and Gift Tax Returns.  In addition I provide help with any governmental correspondence or audits.


As an CPA I am qualified to report on financial statements.  I provide Compilation services.  I comply with the "Peer Review" requirements in California for CPAs.


My focus is on solutions that work for small businesses. I use the Microsoft Windows Small Business Server operating systems and Intuit QuickBooks accounting software.  My office is paperless and I continue to expand our use of electronic media.


QuickBooks is a solution that many small businesses are able to easily implement and deploy. The services that I provide range from detailed recording of information into QuickBooks to working with existing accounting records.