Learn About the Practice
Barbara spent the first 13 years of her career working for a Big Four Accounting Firm, Deloitte and Touche, in the Tax Department. In 1993, she and several partners left D&T to establish their own practice in Walnut Creek, California. Barbara has a dual practice of law and tax accounting/compliance. Over the years she has worked with dozens of Silicon Valley companies on relocation-related issues for foreign nationals, including tax equalization matters and tax return preparation. In addition she has vast experience dealing with equity compensation issues for U.S. employees, including ISOs, Nonqualified Options, Restricted Stock Units and Founder's Stock. Much of her experience and client base involves complex, high net worth individual clients although she is also able to assist with the more basic fact patterns and returns. On the legal side, Barbara is registered to practice before the U.S. Tax Court and represents clients in IRS and FTB audits, researching and planning tax strategies and balancing financial planning and estate planning with tax consequences . Outside of tax season, where she manages a tax compliance practice, she consults with clients on estate planning, drafts estate plans and consults on general corporate or business matters.
Barbara can assist with tax return preparation or consulting on either a project by project or ongoing basis, billed either on a flat fee or hourly basis. She is available for minimum one hour consultations .
Call or email anytime to find out how decades of experience can be put to work for you.