Senior Tax Manager

Jeff has an extensive background in income tax planning and compliance for corporations, partnerships, and high-net-worth individuals. He has been practicing in Public Accounting for the past 10 years. Jeff serves a variety of industries, including real estate, cannabis, manufacturing and professional services. Jeff also consults clients on technical tax issues, including business combinations, re-organizations, entity formation and liquidation, methods of accounting, and more. Specializing in closely held businesses, his focus is on helping clients minimize their tax liabilities and create multi-generational wealth as they grow their business.

In his free time, Jeff enjoys spending time with his family and taking advantage of California's many outdoor recreational opportunities. He is also an avid traveler and has an affinity for Central Coast wines - a hobby he picked up while completing his undergrad degree at Cal Poly San Luis Obispo.

Education & Professional Designations

Bachelor of Arts Degree in Business (Accounting), California Polytechnic State University, San Luis Obispo
Master of Science in Taxation (MST), Golden Gate University
Certified Public Accountant License (CPA)

Contact Information

111 Pacifica, Suite 300
Irvine, CA 92618-3705
Phone: 949-910-HALL (4255) ext. 249
Fax: 949-910-4256

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