Sheila’s passion is to provide excellent client service as related to all financial and tax matters for her client base of primarily high net worth individuals, their businesses, estates, and trusts. This includes not only tax return preparation but also support for navigating through tax and financial related questions and concerns that come up during the course of the year, as well as representation in front of the IRS and other taxing authorities. Her goal is to take the “worry” out of dealing with taxes.
Sheila’s background includes more than 20 years in public accounting at Goren Marcus Masino & Marsh as well as at an international accounting firm. In addition to tax planning and preparation for high net worth individuals and their related entities, Sheila also has extensive experience in foreign investment reporting and compliance.
Outside of the office, Sheila enjoys spending time with her family and friends. She lives in Los Angeles with her two daughters.
Whether in or out of the office, Sheila takes great interest in connecting with people and cultivating long-lasting relationships.
Education & Certifications
B.S., Accounting: California State University, Northridge
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CALCPA)