Areas of Specialization:
Managing income tax services engagements for business entities and their owners.
Developing income tax planning strategies.
Assisting in business formation tax structuring.
Professional Experience Includes:
2010 – Present Partner in Charge, Tax Services, Dal Poggetto & Company LLP, Santa Rosa
2005 – 2010 Partner, Dal Poggetto & Company LLP, Santa Rosa
2002 – 2004 Senior Tax Manager, Dal Poggetto & Company LLP, Santa Rosa
2000 – 2002 Tax Manager, Dal Poggetto & Company LLP, Santa Rosa
1998 – 1999 Senior Accountant, Dal Poggetto & Company LLP, Santa Rosa
1996 – 1998 Staff Accountant, Dal Poggetto & Company LLP, Santa Rosa
Education:
Sonoma State University,
Rohnert Park, B.S. Business Administration, cum laude – Accounting,
May, 1995
Personal and Civic Affiliations:
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Women for WineSense