Anthony has accumulated over 6 years of experience in public accounting where he started with an initial emphasis on corporate taxes before gradually shifting to individuals, small business, and partnership/LLC tax preparation. He has spent time dealing with family clients and their related entities including their investment partnerships and charitable remainder trusts.

Areas of Experience

Individual, fiduciary, partnership, LLC, and corporate tax compliance and planning
Wineries and vineyards
Management of year-round tax and administrative timeline for family clients, including any interaction/correspondence with their brokers, financial advisors, and other affiliated personnel.
Bookkeeping, payroll, and property tax statements

Education

Bachelor of Science Degree in Managerial Economics from University of California, Davis