Meagan takes pride in being her clients’ go-to person for solving challenges and providing reliable knowledge and guidance for their financial and tax needs. Her clients often turn to her because of her ability to develop trust, facilitate open communication, and turn their worries into well-structured plans.
Meagan found that she thrived in the accounting industry and developed a passion for it. Her goal has always been to be a trusted advisor that her clients can count on for financial, tax, and business strategies. She focuses on closely held businesses, high-net-worth individuals, real estate, and service industry businesses.
To Meagan, it’s not just about crunching numbers; it’s about alleviating stress by being a trusted and reliable source for their business.
Great clients for Meagan … those who have unique tax needs and goals and value building strong relationships.
LSL candidate tips … Meagan sets a high standard of excellence for herself and her team. She leads by example, demonstrating how to “take the weight off her clients’ shoulders.”
Personal … Outside of work, Meagan enjoys attending her kids’ sporting events and going on family camping trips to their favorite spot at Newport Dunes or biking near the beach. When it comes to food, she loves to indulge in a nice Italian dish or some sushi!
Professional and Civic Involvement
Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Education
B.A. in Business Administration with an emphasis in Accounting and Finance – California State University, Fullerton