Bob is a seasoned tax professional with over thirty years experience in both public and private accounting. After working in the tax department of a local CPA firm in Orange County, California, he brought the tax compliance function in house for two major corporations, while setting up their tax departments. Bob then went on to work in public accounting within the Inland Empire and San Diego County. His clientele have included individuals and small to medium sized businesses, for whom he has provided a full range of tax planning, preparation and review services. Bob and his wife Pam, an artist, live in Fallbrook, CA and enjoy spending time with their combined seven children and their families.
Education
- Bachelor of Science in Accounting from California State University at Long Beach
- Juris Doctor from Western State University College of Law in Fullerton, CA
Professional Designation
- Certified Public Accountant (Licensed in California)
Areas of Specialization
- Real Estate Taxation
- Income tax return preparation (individuals and business)
- IRS audits and collection issues
- Accounting and bookkeeping services
- Accounting and tax advisory services
Professional and Civic Involvement
- Former Treasurer of a local Rotary Club
- Charter Treasurer Main Street Community Band, San Bernardino, CA. Member of trumpet section.
- Speaking Engagement – Riverside County Bar Association, “Effect of Death on a Business Owner”
- Enjoys music: plays trumpet, harmonicas and Native American Style Flute