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Experienced CPA helping individuals and business owners make informed financial decisions since 1987.

About Laurel

After 17 years of working for a local CPA firm in San Francisco, in 2001 Laurel decided to join the ranks of the self-employed.

Laurel uses her experience working with individuals and business owners, to help them make informed financial decisions, including:

Professional Services

As a CPA, she can provide representation in an IRS or Franchise Tax Board audit, and assist in preparing financial statements for use in obtaining bank loans.

Laurel has worked with her clients on numerous real estate transactions, including tax-deferred exchanges involving multiple properties.

She also helps clients prepare "what-if" scenario spreadsheets for evaluating major financial decisions.

Fees

Fees for Laurel's services vary depending upon the nature of the work. After an initial meeting that is offered at no charge, Laurel will give a quote on tax preparation and other services.

Phone consultations are typically included in the fee. Special projects are billed on an hourly basis.

Credentials

BA in Business Economics, UC Santa Barbara
CPA since 1987
MS in Taxation, Golden Gate University, 1991
Former tax department principal, San Francisco