Bob brings immeasurable experience to our tax team. He interacts with those clients who use our tax preparation service & consults with our planning team to help in the tax planning process.
Bob is a graduate of UC Berkeley, having earned a Bachelor of Science Degree in Business Administration. Prior to working in private accounting, he was in the finance section of General Electric Company & a manager with the emerging business staff of Deloitte & Touche.
Bob's primary experience is providing tax planning and preparation to businesses and individuals, and accounting and consulting services to small to mid-sized closely held companies. He has served business clients in hi-tech industries, automotive, software, construction, services, residential development, retail, health care, agriculture including vineyards, and professionals.
Tax services are not endorsed by nor affiliated with First Allied Securities.