Pam brings with her over 20 years of taxation and consulting experience. Pam’s areas of expertise include tax compliance for complex high net worth individuals and pass-through entities including partnerships, limited liability companies, S corporations and C corporations. She has extensive experience in providing tax planning for multi-state high net worth individuals and their closely held businesses. She also has significant experience in handling federal and state tax audits. Pam has worked with companies in a variety of industries including real estate, professional services and wholesale manufacturing.
Great Clients for Pam…entrepreneurial clients who do a little bit of everything. She likes the challenge of clients that need a variety of advice and services.
LSL candidate tip: Ask Pam about what she likes most about serving her clients or her latest favorite music. She really enjoys being more than just an advisor to her clients. She likes a wide variety of music types and often has something unexpected playing in her office.
Personal: Pam is married with two children; one in college and one in high school. She likes to read in her free time and also likes to keep up on current news.
Professional and Civic Involvement:
Firm member, Prime Global
Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)
Member, Commercial Real Estate Women of Orange County (CREW-OC)
M.S. degree in Taxation, Golden Gate University
B.A. degree in Business Administration with Accounting emphasis, California State University, Fullerton