Don has been the managing partner since the 1970 inception of the firm. He has forty years of public accounting experience and has been responsible for audits and reviewed financial statements, and tax requirements of clients in the leasing, insurance, manufacturing, real estate, distribution, and professional service industries. Don has also acted as an expert witness and has presented testimony regarding accounting, security and tax matters before various courts and the Securities and Exchange Commission, and has provided litigation support in cases involving business contracts, determination of losses and marital litigation.

Areas of Experience

Tax Planning for high net worth individuals and families and their related trusts, corporations, partnerships and LLC’s
Strategic tax and financial planning
Management and financial reporting
Personal financial and estate planning for individuals
Audited and unaudited financial engagements
Representation during tax audits

Professional/Civic Affiliations

Member, American Institute of Certified Public Accountants (AICPA)
Member, Taxation Division (Partnerships, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants
Member of Boards of Directors and Adviser to food sales and processing, manufacturing , hi-tech marine research, leasing, and real estate and investment companies and formerly a bank director
Former chairman and member, Lafayette Park and Recreation Commission

Education

Bachelor of Science Degree in Accounting from San Francisco State University
Graduate studies at San Francisco State University
Accounting courses at New York University, Golden Gate University and numerous AICPA and California Society of Certified Public Accountant and other courses