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Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Kate Morrow
Tax Support Team

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Kate Morrow
Tax Support Team

Introduction

× close


Roshan Rudd
Tax Support Team

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Kate Morrow
Tax Support Team

Introduction

× close


Roshan Rudd
Tax Support Team

Introduction

× close


Kathleen Kilkenny
Tax Support Team

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Kate Morrow
Tax Support Team

Introduction

× close


Roshan Rudd
Tax Support Team

Introduction

× close


Kathleen Kilkenny
Tax Support Team

Introduction

× close


Julie Clark
Staff Bookkeeper

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Kate Morrow
Tax Support Team

Introduction

× close


Roshan Rudd
Tax Support Team

Introduction

× close


Kathleen Kilkenny
Tax Support Team

Introduction

× close


Julie Clark
Staff Bookkeeper

Introduction

× close


Elaine Elkind
Bookkeeper

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Kate Morrow
Tax Support Team

Introduction

× close


Roshan Rudd
Tax Support Team

Introduction

× close


Kathleen Kilkenny
Tax Support Team

Introduction

× close


Julie Clark
Staff Bookkeeper

Introduction

× close


Elaine Elkind
Bookkeeper

Introduction

× close


Robin Hurwitz
Bookkeeper

Introduction

× close


Lawrence S. Smith
Founder & Tax Professional CPA

Introduction

EDUCATION

Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

EXPERIENCE
Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

× close


Eli Shlaes
Tax Professional MST

Introduction

Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

× close


Alycia Paletta
Tax Professional CPA

Introduction

× close


Debbie Huygen Ward
Tax Professional CPA, MST

Introduction

Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

× close


Shirley Li
Tax Professional CPA, MST

Introduction

Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

× close


Damon Kass
Tax Professional CPA, EA

Introduction

× close


Austin Abbott
Tax Professional CPA

Introduction

× close


Tapanee Poon
Tax Professional CPA

Introduction

× close


Marina McKenna
Tax Professional CRTP, MBA

Introduction

Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

× close


Steven Daniel
Tax Professional CRTP

Introduction

Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

× close


Nicole Garrison
Tax Professional CRTP

Introduction

× close


Margalit Lutskevich
Tax Professional CPA

Introduction

× close


Choua Vang
Tax Professional

Introduction

× close


Panida Puccinelli
Tax Professional

Introduction

× close


Jason La Tourelle
Tax Professional

Introduction

× close


Dharma Paudel
Tax Professional EA

Introduction

× close


Saw Yu Nwe
Tax Professional

Introduction

× close


Ghanshyam “Gosh” Gosalia
Tax Professional

Introduction

× close


Vidhya Srinivasan
Tax Professional CPA

Introduction

× close


Koji Iwata
Tax Professional EA

Introduction

× close


Malcolm Rand
Tax Professional

Introduction

× close


Robert Nerrie
Tax Professional

Introduction

× close


Ling Lin
Tax Professional EA

Introduction

× close


Kelly Glass
Office Manager

Introduction

× close


Alex Douglas
Tax Support Team

Introduction

× close


Dea McCarthy
Digital Records Administrator

Introduction

× close


Kate Morrow
Tax Support Team

Introduction

× close


Roshan Rudd
Tax Support Team

Introduction

× close


Kathleen Kilkenny
Tax Support Team

Introduction

× close


Julie Clark
Staff Bookkeeper

Introduction

× close


Elaine Elkind
Bookkeeper

Introduction

× close


Robin Hurwitz
Bookkeeper

Introduction

× close


Zeke
Security

    Introduction

    × close


    Lawrence S. Smith
    Founder & Tax Professional CPA

    Introduction

    EDUCATION

    Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

    EXPERIENCE
    Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

    PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
    Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

    × close


    Eli Shlaes
    Tax Professional MST

    Introduction

    Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

    He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

    A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

    × close


    Alycia Paletta
    Tax Professional CPA

    Introduction

    × close


    Debbie Huygen Ward
    Tax Professional CPA, MST

    Introduction

    Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

    Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

    × close


    Shirley Li
    Tax Professional CPA, MST

    Introduction

    Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

    Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

    × close


    Damon Kass
    Tax Professional CPA, EA

    Introduction

    × close


    Austin Abbott
    Tax Professional CPA

    Introduction

    × close


    Tapanee Poon
    Tax Professional CPA

    Introduction

    × close


    Marina McKenna
    Tax Professional CRTP, MBA

    Introduction

    Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

    × close


    Steven Daniel
    Tax Professional CRTP

    Introduction

    Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

    × close


    Nicole Garrison
    Tax Professional CRTP

    Introduction

    × close


    Margalit Lutskevich
    Tax Professional CPA

    Introduction

    × close


    Choua Vang
    Tax Professional

    Introduction

    × close


    Panida Puccinelli
    Tax Professional

    Introduction

    × close


    Jason La Tourelle
    Tax Professional

    Introduction

    × close


    Dharma Paudel
    Tax Professional EA

    Introduction

    × close


    Saw Yu Nwe
    Tax Professional

    Introduction

    × close


    Ghanshyam “Gosh” Gosalia
    Tax Professional

    Introduction

    × close


    Vidhya Srinivasan
    Tax Professional CPA

    Introduction

    × close


    Koji Iwata
    Tax Professional EA

    Introduction

    × close


    Malcolm Rand
    Tax Professional

    Introduction

    × close


    Robert Nerrie
    Tax Professional

    Introduction

    × close


    Ling Lin
    Tax Professional EA

    Introduction

    × close


    Kelly Glass
    Office Manager

    Introduction

    × close


    Alex Douglas
    Tax Support Team

    Introduction

    × close


    Dea McCarthy
    Digital Records Administrator

    Introduction

    × close


    Kate Morrow
    Tax Support Team

    Introduction

    × close


    Roshan Rudd
    Tax Support Team

    Introduction

    × close


    Kathleen Kilkenny
    Tax Support Team

    Introduction

    × close


    Julie Clark
    Staff Bookkeeper

    Introduction

    × close


    Elaine Elkind
    Bookkeeper

    Introduction

    × close


    Robin Hurwitz
    Bookkeeper

    Introduction

    × close


    Zeke
    Security

      Introduction

      × close


      Molly & Little Dog
      Co-Happiness Officers

        Introduction

         

         

        × close
        Lawrence S. Smith
        Founder & Tax Professional CPA

        Introduction

        EDUCATION Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985. EXPERIENCE Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989. PROFESSIONAL ASSOCIATIONS AND ACTIVITIES Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence's personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

        × close
        Eli Shlaes
        Tax Professional MST

        Introduction

        Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation. He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license. A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

        × close
        Alycia Paletta
        Tax Professional CPA

        Introduction

        × close
        Debbie Huygen Ward
        Tax Professional CPA, MST

        Introduction

        Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice. Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

        × close
        Shirley Li
        Tax Professional CPA, MST

        Introduction

        Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts. Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

        × close
        Damon Kass
        Tax Professional CPA, EA

        Introduction

        × close
        Austin Abbott
        Tax Professional CPA

        Introduction

        × close
        Tapanee Poon
        Tax Professional CPA

        Introduction

        × close
        Marina McKenna
        Tax Professional CRTP, MBA

        Introduction

        Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

        × close
        Steven Daniel
        Tax Professional CRTP

        Introduction

        Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

        × close
        Nicole Garrison
        Tax Professional CRTP

        Introduction

        × close
        Margalit Lutskevich
        Tax Professional CPA

        Introduction

        × close
        Choua Vang
        Tax Professional

        Introduction

        × close
        Panida Puccinelli
        Tax Professional

        Introduction

        × close
        Jason La Tourelle
        Tax Professional

        Introduction

        × close
        Dharma Paudel
        Tax Professional EA

        Introduction

        × close
        Saw Yu Nwe
        Tax Professional

        Introduction

        × close
        Ghanshyam “Gosh” Gosalia
        Tax Professional

        Introduction

        × close
        Vidhya Srinivasan
        Tax Professional CPA

        Introduction

        × close
        Koji Iwata
        Tax Professional EA

        Introduction

        × close
        Malcolm Rand
        Tax Professional

        Introduction

        × close
        Robert Nerrie
        Tax Professional

        Introduction

        × close
        Ling Lin
        Tax Professional EA

        Introduction

        × close
        Kelly Glass
        Office Manager

        Introduction

        × close
        Alex Douglas
        Tax Support Team

        Introduction

        × close
        Dea McCarthy
        Digital Records Administrator

        Introduction

        × close
        Kate Morrow
        Tax Support Team

        Introduction

        × close
        Roshan Rudd
        Tax Support Team

        Introduction

        × close
        Kathleen Kilkenny
        Tax Support Team

        Introduction

        × close
        Julie Clark
        Staff Bookkeeper

        Introduction

        × close
        Elaine Elkind
        Bookkeeper

        Introduction

        × close
        Robin Hurwitz
        Bookkeeper

        Introduction

        × close
        Zeke
        Security

          Introduction

          × close
          Molly & Little Dog
          Co-Happiness Officers

            Introduction

               

            Lawrence S. Smith
            Founder & Tax Professional CPA
            more
            Eli Shlaes
            Tax Professional MST
            more
            Alycia Paletta
            Tax Professional CPA
            more
            Debbie Huygen Ward
            Tax Professional CPA, MST
            more
            Shirley Li
            Tax Professional CPA, MST
            more
            Damon Kass
            Tax Professional CPA, EA
            more
            Austin Abbott
            Tax Professional CPA
            more
            Tapanee Poon
            Tax Professional CPA
            more
            Marina McKenna
            Tax Professional CRTP, MBA
            more
            Steven Daniel
            Tax Professional CRTP
            more
            Nicole Garrison
            Tax Professional CRTP
            more
            Margalit Lutskevich
            Tax Professional CPA
            more
            Choua Vang
            Tax Professional
            more
            Panida Puccinelli
            Tax Professional
            more
            Jason La Tourelle
            Tax Professional
            more
            Dharma Paudel
            Tax Professional EA
            more
            Saw Yu Nwe
            Tax Professional
            more
            Ghanshyam “Gosh” Gosalia
            Tax Professional
            more
            Vidhya Srinivasan
            Tax Professional CPA
            more
            Koji Iwata
            Tax Professional EA
            more
            Malcolm Rand
            Tax Professional
            more
            Robert Nerrie
            Tax Professional
            more
            Ling Lin
            Tax Professional EA
            more
            Kelly Glass
            Office Manager
            more
            Alex Douglas
            Tax Support Team
            more
            Dea McCarthy
            Digital Records Administrator
            more
            Kate Morrow
            Tax Support Team
            more
            Roshan Rudd
            Tax Support Team
            more
            Kathleen Kilkenny
            Tax Support Team
            more
            Julie Clark
            Staff Bookkeeper
            more
            Elaine Elkind
            Bookkeeper
            more
            Robin Hurwitz
            Bookkeeper
            more
            Zeke
            Security
            more
            Molly & Little Dog
            Co-Happiness Officers
            more