Evelyn has a bachelor’s degree in Accounting and has successfully advised tax clients for over twelve years. Her clients include individuals, partnerships, corporations, non-profit organizations, and trusts/estates.
Evelyn’s background is extensive in the accounting and auditing field. She has consulted on internal audit projects for several Fortune 500 firms, including PG&E, Bio-Rad Laboratories, and Shaklee Corporation, often working directly with their Chief Financial Officers and Controllers. This background makes Evelyn particularly valuable to small and growing businesses.
Evelyn thinks strategically about taxes. She works collaboratively with clients’ other advisors in estate, investment and financial planning, ensuring that her clients effectively lower their income tax, run their businesses more profitably, increase cash flow, and achieve their goals.
Evelyn also makes bookkeeping services available, including payroll, sales tax returns, and review of financial statements.
She is a member of California Society of Certified Public Accountants, Tri-Valley Estate Planning counsel, Livermore Chamber of Commerce, Livermore Valley Business & Professional Women, and an Endorsed Local Provider (ELP) for the Dave Ramsey Show.
She is a 17 year resident of the Tri Valley area and her husband works locally at Lawrence Livermore National Laboratory. She has two daughters, ages 12 and 9.
My Services Reflect My Commitment...
Computer generated periodic reports, including..
* Detailed General Ledger
* Income Statements and Balance Sheets
Bank reconciliations
Corporate and personal income tax preparation
Financial and tax planning
Choose the Accountant Who Can
Help You Grow
Choose the accountant whose focus is helping small businesses and individuals
with a wide range of accounting services that answer important financial
questions.
Questions such as:
