As a Tax Manager at AccuVisors, I help lead and mentor a team of tax preparers to ensure the delivery of exceptional service to our clients. For our clients, I focus on ensuring compliance with regulatory standards and providing strategic insights to help them achieve their goals. I prioritize understanding each client’s unique needs to build strong relationships and drive meaningful results.
I hold a Bachelor's degree in Accountancy from California State University, Long Beach.
Before joining AccuVisors, I worked at a mid-sized accounting firm, where I serviced a diverse range of clients across various industries. This variety allowed me to develop a strong expertise in tax compliance and optimization, including the preparation and review of tax returns and financial statements. I tailored tax planning strategies for clients with unique financial situations, identifying tax-saving opportunities and ensuring compliance with complex regulations. I also reviewed work prepared by junior staff, providing mentorship and ensuring quality.
Outside of work, I enjoy traveling with my husband, staying active through various activities, snowboarding, and hanging out at the beach.
“You don’t have to be great to start, but you have to start to be great.”