Your family financial health is the goal.
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.
Tax and Accounting Associate
Coming from a family of bankers, my inclination toward numbers isn’t surprising. But it’s my love of solving puzzles that drew me toward accounting. My role at Potentia Tax enables me to work on complex, challenging puzzles every day. By carefully understanding, evaluating, and organizing the many factors involved in each client’s specific situation, I’m able to determine the best options for minimizing tax liability and achieving long-term goals.
During my career as a tax professional, I’ve seen first-hand the importance of accuracy. Whether performing research or handling bookkeeping, I maintain a meticulous eye for detail. And by coupling this attention to detail with my desire to help people, I’m uniquely equipped to provide excellent tax preparation, long-term tax planning, and bookkeeping services to individuals, families, and business partners.
Living in the Bay area with my two beautiful children, we enjoy spending our free time outdoors, exploring the area’s various trails.