Trevor is a professional with extensive experience rendering tax and business advisory services. His areas of specialty include tax planning and compliance for individuals, estates and trusts, charitable remainder trusts and private foundations.

Over the last ten years Trevor has proven to be a trusted advisor to clients in the Silicon Valley and San Francisco Peninsula including financial analysis and strategic planning for closely held businesses, real estate and investment groups. Trevor has worked as a sales tax auditor with the City of San Jose and is well versed with sales and use tax issues. He has the unique ability to explain complex tax issues to our clients in simple terms and put them at ease.

Trevor has a comprehensive background in audit services. His experience in this area includes audits, reviews, and compilations of non public companies and tax exempt entities with a focus on providing insight to clients on improving internal processes.

On the personal side, when he isn’t enjoying having morning coffee with his wife or visiting the playground with his young daughter, Trevor is an avid runner who likes to partake in the occasional half marathon, making wood furniture and growing vegetables in his garden.

Education:

• Sacramento State University, Marketing, B.S.
• San Jose State University, Accounting, B.S.

Licensing/ Certifications:

• Certified Public Accountant (California)
• Trust and Estate Practitioner (T.E.P)

Memberships/ Affiliations

• Santa Clara County Estate Planning Council (SCCEPC)
• Society of Trust and Estate Practitioners (STEP)
• California Society of Certified Public Accountants (CalCPA)

Personal:

• Born in San Jose, CA
• Half and Full Marathons