Ana has over 15 years of public accounting experience, providing her clients with tax compliance, consulting, and tax planning services. She focuses on privately held middle-market companies, business owners, high-net-worth individuals, and related entities. Ana also assists with the multi-state tax compliance of pass-through entities, including LLCs, partnerships, and S-corporations. Her approach is to view her client's structure as a whole and advise them of the best feasible solutions for the client's overall needs. Ana is a member of HCVT's Mergers & Acquisitions Tax practice. Her experience comprises transactional matters, including tax reporting related to both buy-side and sell-side transactions.
Ana received her bachelor's degree in accounting and business administration with a concentration in finance and real estate from California State University, Northridge. She also received a Master of Business Taxation from the University of Southern California. Ana 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.
HCVT
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
MBT, University of Southern California
BS, Accounting and Business Administration, California State University, Northridge
BEST OF THE BEST
Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.