Thomas is an established tax professional dedicated to providing income tax planning and compliance services for high-net-worth individuals and closely held companies. Using his knowledge and expertise, he offers unique tax planning opportunities for businesses and their owners.
- Extensive experience with tax characterizations of transactions, such as issues related to stock options, real estate transactions and the purchase and sale of operating companies
- Delivers tax, assurance and valuation services for a variety of clients
- Before joining Baker Tilly, he oversaw his firm’s quality control and successfully implemented independent peer reviews as required by the AICPA
- Former experience as a controller at a post-production facility
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- AICPA Tax Section
Location
San Francisco, CA
Education
Master of Science in taxation
Golden Gate University (San Francisco, California)
Bachelor of Science in business administration
University of San Francisco (California)