Experience

Andy has over 30 years of experience in tax compliance and planning for individuals and all types of business entities.  He began his career with the national firm, Kenneth Leventhal, where he spent 6 years.  He works with a variety of clients, specializing in high net worth individuals, closely-held business entities, real estate partnerships, medical groups and tax planning for the sale and purchase of a business.

Industries & Focus

High net worth individuals, closely-held business entities, medical groups, non-profit entities, software, manufacturing, multi-state, expatriate taxation and trusts.

Education & Affiliations

Andy received his Bachelor of Science in Accounting from California State University at Fullerton in 1986, and a Master of Science in Taxation from Golden Gate University in 1998.  He is a licensed Certified Public Accountant in California, and is a member of the AICPA and the California Society of CPAs.  Andy is also one of the Loma Linda University Financial Advisors, and a past board member of the Valley Preparatory School.