Based in our San Francisco, California office, Bruce is an established tax professional with over 20 years of experience. His professional background includes tax and audit work for clients throughout San Francisco and the surrounding Bay Area. To achieve the best results for his clients, Bruce invests time in getting to know each client personally while thoroughly researching their issues, providing prompt attention to needs and clearly communicating tax law.
- Specializes in closely held business taxation and strategy, high-net-worth income and estate planning and international tax
- Works with businesses and high-net-worth individuals, including closely held business owners, real estate owners and investors and their families
- Addresses tax planning, compliance complexity and international tax issues for individuals and privately held businesses, including venture-backed companies
- Prioritizes reducing taxation and increasing simplification by communicating effectively and clearly with his clients
- Prior to joining Baker Tilly, Bruce was the controller and interim CFO of a start-up company, where he was responsible for overseeing the implementation of accounting software
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Board Member and Treasurer of the Pacifica Education Foundation
- Treasurer of the Pedro Point Community Association
- Senior Member of the Guardsmen
Location
San Francisco, CA
Education
Bachelor of Arts in business economics
University of California, Santa Barbara (Santa Barbara, California)