Jeff has more than 11 years of experience providing tax compliance and planning services for high net worth individuals and their related business entities. Jeff has significant experience addressing the complexities associated with partnership taxation including 704(b) allocations, restructuring and debt allocations. Jeff has assisted his clients with Internal Revenue Service and California Franchise Tax Board audits. Jeff primarily serves clients in the real estate, hospitality and private equity industry sectors.
He received his bachelor’s degree in accounting from California State University, Northridge and holds a master’s of business taxation from the University of Southern California. Jeff is a Certified Public Accountant in California and is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants