Areas of Specialization:
Managing accounting and income tax services engagements for privately-held businesses and their owners.
Developing income tax planning strategies.
Planning for the tax aspects of business acquisitions.
Professional Experience Includes:
2024 – Present Partner, Dal Poggetto & Company LLP, Santa Rosa
2020 – 2023 Senior Manager, Dal Poggetto & Company LLP, Santa Rosa
2017 – 2020 Manager, Dal Poggetto & Company LLP, Santa Rosa
2015 – 2017 Senior Accountant, Dal Poggetto & Company LLP, Santa Rosa
2014 – 2015 Staff Accountant, Dal Poggetto & Company LLP, Santa Rosa
Education:
Sonoma State University, Rohnert Park,
B.S. Business Administration – Accounting and Finance Management Concentrations,
December 2013
Personal and Civic Affiliations:
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Women for Winesense