Gina has over 20 years of experience in providing tax compliance and planning services to closely-held companies and their owners. Her industry experience includes serving clients in the manufacturing and distribution industries. She has served clients in all phases of the business cycle ranging from start-up, rapid growth to mature companies, and business owners seeking exit strategies and other liquidity events. Gina has extensive experience in tax planning for individuals, as well as for corporate and partnership clients. She assists clients with buy/sell issues, multi-state tax minimization strategies, individual trust, and estate tax planning and representing clients before federal and state taxing authorities. Gina has experience assisting clients to gain access to various tax incentive credits, including State and Federal Location-based Incentive Credits (LBIC’s), Federal Empowerment, and Opportunity Zone Credits, among others. In addition to her experience in public accounting, Gina spent several years in the private industry serving as a tax manager at a public company. This industry experience, coupled with her consulting experience, allows Gina to provide a balanced perspective to her clients.

Gina has a master’s of business taxation from the University of Southern California and a bachelor’s degree in business administration from California Polytechnic State University, San Luis Obispo. Gina is an honorary board member and former president of the South Bay Estate Planning Council, where she has served on the board for seven years and is also a current board member of the Long Beach Day Nursery. She frequently speaks at industry events addressing tax credits and year-end tax planning issues. Gina began her career in public accounting at Deloitte.


Professional Experience


Professional and Community Involvement

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Cal Poly San Luis Obispo School of Business Alumni Association, member
University of Southern California Alumni Association, member
Bishop Montgomery High School Alumni Association, member
Zeta Tau Alpha Alumni Association, member
Peninsula Education Foundation, member
Long Beach Day Nursery, Board Member

Credentials and Certifications

  • CPA, California


MBT, University of Southern California
BSBA, concentration in Accounting, Cal Poly San Luis Obispo

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