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.

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. 

Bachelor of Arts in business economics
University of California, Santa Barbara (Santa Barbara, California)

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 

Individual Income Tax Planning & Compliance

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