Your money belongs to you. Don't you ever forget that. Quoting Will Rogers (at least I think it was Will Rogers) can best sum up the expression of my tax philosophy:
"I am proud to be a tax paying American -- only I could be just as proud paying half the money."
From William Shakespeare's Sonnet #29:
"For thy sweet love remembered, such wealth brings, that then I scorn to change my place with Kings."
Over the years I have found the only thing that really brings wealth is a sweet love remembered.
About Myself:
I received my Bachelor of Arts in Business Economics from the University of California Santa Barbara in 1977, and became a Certified Public Accountant in 1980. In 2005 I received my Registered Investment Advisor certification.
I was born in 1954 and am married with two children. My business has thrived because of three basic reasons:
1) I work hard.
2) I care about my clients.
3) I have a sense of humor.
And here's Cindy...
Cindy has been with me since 1995 -- feels like forever! -- just kidding :). Along with being a Certified Tax Preparer, Cindy provides full service bookkeeping and accounting, including remote access to client computers.
Cheryl Rimmele
In addition to being a Certified Tax Preparer, Cheryl has over 20
years experience in the financial services industry, working with
financial planners in both large and small broker-dealers. She
oversees the daily office operations and is your primary contact in the
firm.
Kaitlyn Kelly
Kaitlyn works part time in the office. In addition to working with me, she works for a bond trading company at 5am every day. Kaitlyn just graduated last month from Cal State Northridge with a degree in Nursing! She played soccer throughout her college career as she is quite an athlete.
Sean Kelly
My son, Sean, graduated with Honors from UCSD in 2005 with a B.S. in Economics. He began working for Washington Mutual where he wrote loans, managed his client's finances, and sold securities. He creates trading strategies and provides market research that I utilize for my money management clients. He also has traveled to more countries than I can count.
