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Professional Summary

Seasoned tax professional with experience in federal, state and local tax compliance, planning and audit. Past experience as Director of Tax for billion dollar insurance company as well as leasing companies. As a managing partner in the firm, I provide services to companies that range from start ups to mature companies with over a billion dollars in revenue. This broad expanse of experience allows me to provide my clients with valuable expertise in a broad range of industries.

Industries served include, but are not limited to, utility, engineering, insurance, global auction house, leasing, software and alternative energy.

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Languages

  • English
  • Polish

Website

Interests/Hobbies

  • Golf
  • Fishing
  • Musical Instruments-Guitar

Birthday

June 11

Experience

Tax Team, LLC
Alamo, California, USA 94507
Partner
Tax, Accounting and Business services
Present
Responsible for tax research, tax and financial planning and represent clients in audits for both individuals and businesses. Team leader for large scale projects. Review legal contracts, from a business perspective, to ensure my client's interests are best served. Oftentimes, negotiating business terms with attorneys from the opposing side. Thus ensuring favorable results for my client's.

Education

MBA, Finance 1992
Golden Gate University
San Francisco, California, United States
BA, Accounting 1981
California State University at Fullerton
Fullerton, California, United States
Certified Public Accountant

Professional Certifications

Certified Public Accountant(CPA)
Active
1985

Associations and Societies

  • Board Member- Paragon Services Engineering

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