WORK HISTORY PRIOR TO STARTING THE FIRM

AMERICAN SAVINGS BANK: HONOLULU - COMMERCIAL BANKER 

KPMG: SAN DIEGO - BUSINESS ADVISORY SERVICES

GRANT THORNTON: IRVINE AND LOS ANGELES  - BUSINESS ADVISORY SERVICES

TREASURY DEPARTMENT: INTERNAL REVENUE SERVICE 

• POST OF DUTY - SOUTHERN CALIFORNIA

• REVENUE AGENT - AUDITOR OF SELF EMPLOYED & SMALL BUSINESSES 

  • AUDITED THOSE WITH ASSETS UNDER 10 MILLION

  • 1040, 1065, 1120, & 1120S