As a CPA licensed in California (license #26278) since 1978 and a Marriage and Family Therapist (MFT license #45821) licensed in California since 2008, I offer my assistance to financial professionals and attorneys so they can help their clients resolve financial disputes with win-win outcomes. I am intimately familiar with the operation of a small business and the income and estate tax planning considerations for individuals, couples and families. The combination of these traditional CPA skills with my training and experience as a therapist allows me to work closely and empathically with clients to discuss and understand all of their requirements in a negotiation, not just the more apparent financial concerns.
