I have over 35 years of experience in state and local tax, specializing in sales and use tax.  I have worked for three state tax departments, from tax auditor to appellate officer.  I’ve also worked in the corporate tax environment as well as in the public arena as a tax consultant and senior tax manager.  All positions have given me a full view of tax compliance from enforcement and education to preparation and defense.

I’ve always had a passion for sales and use tax because, depending on the transaction, location and timing of the event, the application of the tax can vary.  These constantly changing scenarios in sales and use tax always keeps research and resolutions, challenging and interesting.

Outside of work I enjoy writing, traveling, movies, listening to wonderful music, reading, discovering great restaurants and entertaining my friends and family.

• Favorite Movie – A Bronx Tale
• Favorite TV Series – Girlfriends or Frasier
• Favorite Album – Promise by Sade
• Favorite Food – Italian
• Favorite Vacation Destination – Paris, Martha’s Vineyard and New Orleans
• Hobbies – Decorating, crocheting and gardening
• If I weren’t a state tax consultant, I’d be an airline pilot.

I have over 20 years of experience in Indirect Tax & Banking Risk Management. My first tax position was with Ohio Department of Taxation. I acquired experience in all Ohio state taxes, mainly in Sales & Use, Individual Income, Personal Property, and Commercial Activity (formerly Corporate Franchise) Tax. With over 11 years of gaining experience in corporate sales & use tax within Fortune 500 and tax technology corporations, I have continued my career primarily in the sales & use tax field. I have attended and successfully passed exams of IPT (Institute of Professionals in Taxation) for both Sales & Use Tax Schools I & II. In my leisure, I love to study the Bible, spend time with family, write (released my first book in June 2023), inspire others, read, listen to music, dance, and sing. 

• Favorite Movie – I Love movies, especially comedy, musicals, and romance.
• Favorite Album – I Love music, especially Christian Gospel and R&B. 
• Favorite Sports Team – Grambling State Tigers (college football) 
• Favorite Food – Soul Food
• Passions – The Gospel, Music

I studied meteorology at San Jose State and worked in that field for over 6 years for a private ship routing company. I then made a career change and studied accounting at Mission College. Aside from my professional career, I enjoy doing volunteer work. I have been a Sunnyvale Rotarian for over 10 years, where I love being involved with youth services and giving back to the community. For over 21 years, I have been involved with the National Stuttering Association (NSA). The NSA is the largest self-help group in the world for people who stutter. I lead a support group for people who stutter. I am also an alumni advisor for my fraternity from college, Kappa Sigma.

• Favorite Movies: Maid in Manhattan and How to Lose a Guy in Ten Days
• Favorite album: Back to Basics by Christina Aguilera
• Favorite TV Sitcom: Friends and The Big Bang Theory
• Favorite Sports Team: San Francisco 49ers
• Favorite Food: Pizza and Chicken Enchiladas
• Favorite Vacation Destinations: Hawaii and Florida
• Hobbies: Listening to music and working out
• Favorite Pastime: Having breakfast on the beach with my family
• If I weren’t a state tax consultant, I’d be a teacher or meteorologist

I have over 10 years of experience specializing in sales and use tax. I worked for the California State Board of Equalization (“BOE,” now the California Department of Tax and Fee Administration) where I worked as a Tax Technician II for almost 5 years. Since 2017, I have been working with clients on multi-state sales and use tax projects such as registrations, voluntary disclosures, back return filings, and tax research. I enjoy working in the sales and use tax industry as it is challenging but rewarding. I have worked with clients in industries such as retail and banking. Outside of work I enjoy spending time with my three young children and husband.

• Favorite Animal – Orcas
• Favorite Music – Hip Hop and R&B from the late 90s-early 2000s, and Classic Rock
• Favorite Sports Team – Lakers
• Favorite Food – Seafood boils
• Favorite Vacation Destination – Hawaii
• Hobbies – Doing nails
• If I weren’t a state tax consultant, I’d be a midwife.

I have over 9 years of experience in multistate tax experience. I started my career in tax working for a Big 4 professional services firm where I was based in Silicon Valley and primarily focused on the technology industry. There I gained a broad base of experience in multistate taxation including income, franchise, sales & use, and other state and local based taxes. I enjoy working in state and local tax because of the range of challenging and interesting projects that continually arise. Outside of work, I enjoy spending time with my family and friends, and occasionally, going out to shoot some hoops.

• Favorite Movie – The Preacher’s Wife
• Favorite TV Series – Insecure
• Favorite Album – The Miseducation of Lauryn Hill
• Favorite Sports Team – Instead of having a favorite team, I tend to choose favorite athletes and follow their journeys. My favorite athlete is Serena Williams.
• Favorite Food – Soul Food
• Favorite Vacation Destination – Japan
• Hobbies – Spending time with family & friends, watching sports and anime, and traveling.
• If I weren’t a state tax consultant, I’d be a sports analyst.

With over 9 years of experience in tax, I have gained the knowledge and aptitude to handle complicated projects. I started my career in public accounting with one of the top 25 largest independent accounting and business consulting firms in the US. I have experience in both federal and state income tax, and more recently being involved in state sales tax. I enjoy figuring out problems and finding solutions. The tax world is challenging. Figuring out the correct answer and being able to support it is rewarding to me. I have worked with both small and large clients in various industries, and the biggest reward is meeting our clients’ needs.

• Favorite TV Series – I would rather pick up a good read!
• Favorite Album – I enjoy a variety of Genres.
• Favorite Sports Team – Team Mom
• Favorite Food – Sopes & Pizza
• Favorite Vacation Destinations – Hawaii & Mexico
• Hobbies – Family time, swimming, hiking, and arranging flowers.
• Passion – Volunteering and my involvement in my children’s school community and education
• If I weren’t a state tax consultant, I’d be a florist.

I have over 20 years of experience. Before becoming a Tax Consultant, I spent many years in the corporate world in various roles such as accounting, sales tax, income tax, and forecasting as well as auditing for industries including CPA firms, research and development, and software companies. I have a passion for sales tax and enjoy the arena because it is both exciting and challenging. I have worked with various clients of all sizes from small businesses to large corporate clients. I provide client services in sales tax onsite as well as offsite and consult on a variety of sales tax issues. My expertise lies in sales tax nexus issues, taxability studies, voluntary disclosures, and reverse audits.

• Favorite Movie – Pretty Woman
• Favorite Album – Whitney: The Greatest Hits by Whitney Houston
• Favorite Sports Team – Golden State Warriors
• Favorite Food – Italian
• Favorite Vacation Destination – Europe
• Hobbies – Spending time with my family and friends. Enjoy cooking and travel.
• If I weren’t a state tax consultant, I’d be an event planner.

I have 41 years of sales and use tax experience at the state, Big-Four accounting and local firm levels. After retiring from the California State Board of Equalization (“BOE”, now the California Department of Tax and Fee Administration) as the District Administrator of the San Francisco office, I also worked as the District Principal Auditor in the BOE’s New York and Chicago offices and as an audit supervisor in the BOE’s San Jose office, so I am well-versed in California’s audit practices and procedures. Following my time on the BOE, I have been working with clients on multi-state sales and use tax issues: audit defense, tax planning, taxability studies, private letter ruling requests, voluntary disclosures, etc. I have been an instructor at the Institute of Professionals in Taxation’s (“IPT”) annual Sales and Use Tax School II in Atlanta, Georgia where I lectured on statistical and block sampling audit techniques, the retailing industry and I facilitated breakout sessions on all other topics covered at School II.

I enjoy traveling with my wife, friends and playing golf and tennis. But my greatest joy is to spend time with my adult children and four grandkids.

• Favorite Movie: To Kill a Mockingbird
• Favorite TV Sitcom: Seinfeld—there’s not a situation in everyday life that it didn’t cover
• Favorite Sports Team: San Francisco Giants and the Golden State Warriors
• Favorite Food: Pizza and everything that my wife cooks and bakes!
• Favorite Vacation Destinations: Austria, Chicago, France, Germany, Ireland, Italy, and New York
• Hobbies: Golf, tennis and mowing my lawn
• Favorite Pastime: Spending time with my wife, children and grandkids!!
• If I weren’t a state tax consultant, I’d be a baseball coach.

I have 15 years of experience specializing in sales and use tax. I started my career working for the California Department of Tax and Fee Administration (formerly California State Board of Equalization), where I worked as a sales and use tax auditor. After 3 years, I transitioned into multistate sales and use tax consulting. I enjoy working on a variety of projects, including taxability studies, nexus reviews, tax research, claim for refunds, voluntary disclosures, and audit defense. I also appreciate the diversity of clients and industries we work with, including but not limited to, software-as-a-service (SaaS), interior design, research and development, and retail. I am a California licensed CPA. I most enjoy spending time with my husband and daughter.

• Favorite Movie – Barb and Star Go to Vista Del Mar
• Favorite Album – OK Computer by Radiohead
• Favorite Sport – Tennis
• Favorite Food – Japanese
• Favorite Vacation Destination – Anything tropical
• Hobbies – Spending time with family, friends, travelling, hiking, and yoga
• If I weren’t a state tax consultant, I’d be a yoga teacher