Norleen Bounds is a partner with more than 25 years of public accounting experience.
Norleen serves tax clients, including high-net-worth individuals, closely-held corporations, partnerships, trusts and tax-exempt entities. Her individual clients include private equity and hedge fund partners, closely-held business owners, corporate executives and multigenerational families. Norleen focuses on working with her clients’ advisors to implement multidisciplinary solutions. Her experience also includes review and analysis of estate plans, income and transfer tax planning, option planning and evaluation and implementation of wealth diversification and tax deferral techniques.
California
Master of Science in Taxation
Golden Gate University (San Francisco, California)
Master of Business Administration
California Polytechnic State University (San Luis Obispo, California)
Bachelor of Science in Landscape Architecture
California Polytechnic State University (San Luis Obispo, California)