About Debra

Great tax work is a relationship, not a transaction.

Throughout my career in public accounting, I have helped high-net-worth individuals and closely held businesses navigate the complex side of tax. I work with clients nationwide, with particular depth in California and New York taxation. Equity compensation questions, entity structures, and tax deferral strategies are not just technical transactions — they are planning decisions that shape a family's or a business's financial future.

My career took me from a large national firm to the complexities of Silicon Valley, always focused on the same thing: complex individual, business, and fiduciary tax work done strategically with a focus on serving my client. My reputation is anchored in reliability and strategic planning. That trust isn't given; it's earned through years of showing up, listening carefully, and delivering.

I built this firm so my clients have my direct attention, not a rotating cast of staff. I show up every day to provide senior-level expertise, delivered personally, by someone who knows your full picture and genuinely cares how things turn out for you.

Outside of client work, I have stayed committed to the profession and my community — through the AICPA and state CPA societies, nonprofit board service, and volunteering with financial literacy and small business incubator programs. I am also a proud U.S. Air Force Reserve veteran.

Let's connect to see how I can be of service.