Biography

Greg has been practicing public accounting since 1988, focused on clients in the technology industry. His areas of specialty include individual taxation, stock option planning, real estate taxation, family foundations and not-for-profits, charitable remainder trusts, closely held corporations, flow-through entities, and fiduciary taxation.

Greg is involved in a variety of community activities, including volunteering his time helping local not-for-profit organizations with their annual tax filings. His work with not-for-profits has helped him assist his clients with unrelated business income tax issues. Greg’s goal is to become his clients’ trusted advisor, not only with their tax-related decisions but also in all their big decisions.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, business administration (emphasis in accounting), San Jose State University