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.
- Provides high-quality tax consulting and compliance services to a range of clients including high net worth individuals, closely-held corporations, partnerships, trusts and tax-exempt entities
- Advises clients on stock and option planning as well as planning with QSBS stock
- Provides tax advice and multiyear planning
- Collaborates with clients’ advisors to bring multidisciplinary solutions to clients
- Reviews and analyzes estate plans, income and transfer tax planning, and evaluation and implementation of wealth diversification and tax deferral techniques
- Prepares and reviews estate and gift tax returns as well as fiduciary income tax returns (Forms 1041, 3520 and 3520A) for trust and estate clients
- Shared leadership in office management
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- San Francisco Estate Planning Council
- Jefferson Awards – Coach for Jefferson Awards Students in Action team at Notre Dame High School 2011-2018
- Tax aid volunteer from 1992 through 2013. Site manager for Redwood City site for 2000 through 2009
- Team parent for various high school and club sports (track, cross country and travel volleyball teams)
Location
California
Education
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)