We are a team

Home
× close


Bailee
Security

    Introduction

    × close


    Bailee
    Security

      Introduction

      × close


      Buddy
      Security

        Introduction

        × close


        Bailee
        Security

          Introduction

          × close


          Buddy
          Security

            Introduction

            × close


            Christine C. Elliott
            Staff Accountant

              Introduction

              Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

              × close


              Bailee
              Security

                Introduction

                × close


                Buddy
                Security

                  Introduction

                  × close


                  Christine C. Elliott
                  Staff Accountant

                    Introduction

                    Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                    × close


                    Dea McCarthy
                    Digital Records Administrator

                      Introduction

                      × close


                      Bailee
                      Security

                        Introduction

                        × close


                        Buddy
                        Security

                          Introduction

                          × close


                          Christine C. Elliott
                          Staff Accountant

                            Introduction

                            Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                            × close


                            Dea McCarthy
                            Digital Records Administrator

                              Introduction

                              × close


                              Deborah Huygen Ward, CPA, MST
                              Research Director

                                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


                                Bailee
                                Security

                                  Introduction

                                  × close


                                  Buddy
                                  Security

                                    Introduction

                                    × close


                                    Christine C. Elliott
                                    Staff Accountant

                                      Introduction

                                      Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                      × close


                                      Dea McCarthy
                                      Digital Records Administrator

                                        Introduction

                                        × close


                                        Deborah Huygen Ward, CPA, MST
                                        Research Director

                                          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


                                          Elaine Elkind
                                          Bookkeeper

                                            Introduction

                                            × close


                                            Bailee
                                            Security

                                              Introduction

                                              × close


                                              Buddy
                                              Security

                                                Introduction

                                                × close


                                                Christine C. Elliott
                                                Staff Accountant

                                                  Introduction

                                                  Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                  × close


                                                  Dea McCarthy
                                                  Digital Records Administrator

                                                    Introduction

                                                    × close


                                                    Deborah Huygen Ward, CPA, MST
                                                    Research Director

                                                      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


                                                      Elaine Elkind
                                                      Bookkeeper

                                                        Introduction

                                                        × close


                                                        Eli Shlaes, MST
                                                        Tax Manager

                                                          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


                                                          Bailee
                                                          Security

                                                            Introduction

                                                            × close


                                                            Buddy
                                                            Security

                                                              Introduction

                                                              × close


                                                              Christine C. Elliott
                                                              Staff Accountant

                                                                Introduction

                                                                Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                × close


                                                                Dea McCarthy
                                                                Digital Records Administrator

                                                                  Introduction

                                                                  × close


                                                                  Deborah Huygen Ward, CPA, MST
                                                                  Research Director

                                                                    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


                                                                    Elaine Elkind
                                                                    Bookkeeper

                                                                      Introduction

                                                                      × close


                                                                      Eli Shlaes, MST
                                                                      Tax Manager

                                                                        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


                                                                        Erica Hamby, CPA
                                                                        Senior Tax Accountant

                                                                          Introduction

                                                                          Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                          × close


                                                                          Bailee
                                                                          Security

                                                                            Introduction

                                                                            × close


                                                                            Buddy
                                                                            Security

                                                                              Introduction

                                                                              × close


                                                                              Christine C. Elliott
                                                                              Staff Accountant

                                                                                Introduction

                                                                                Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                × close


                                                                                Dea McCarthy
                                                                                Digital Records Administrator

                                                                                  Introduction

                                                                                  × close


                                                                                  Deborah Huygen Ward, CPA, MST
                                                                                  Research Director

                                                                                    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


                                                                                    Elaine Elkind
                                                                                    Bookkeeper

                                                                                      Introduction

                                                                                      × close


                                                                                      Eli Shlaes, MST
                                                                                      Tax Manager

                                                                                        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


                                                                                        Erica Hamby, CPA
                                                                                        Senior Tax Accountant

                                                                                          Introduction

                                                                                          Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                          × close


                                                                                          Greg Burglin, MST
                                                                                          Tax Consultant

                                                                                            Introduction

                                                                                            Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                            × close


                                                                                            Bailee
                                                                                            Security

                                                                                              Introduction

                                                                                              × close


                                                                                              Buddy
                                                                                              Security

                                                                                                Introduction

                                                                                                × close


                                                                                                Christine C. Elliott
                                                                                                Staff Accountant

                                                                                                  Introduction

                                                                                                  Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                  × close


                                                                                                  Dea McCarthy
                                                                                                  Digital Records Administrator

                                                                                                    Introduction

                                                                                                    × close


                                                                                                    Deborah Huygen Ward, CPA, MST
                                                                                                    Research Director

                                                                                                      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


                                                                                                      Elaine Elkind
                                                                                                      Bookkeeper

                                                                                                        Introduction

                                                                                                        × close


                                                                                                        Eli Shlaes, MST
                                                                                                        Tax Manager

                                                                                                          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


                                                                                                          Erica Hamby, CPA
                                                                                                          Senior Tax Accountant

                                                                                                            Introduction

                                                                                                            Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                            × close


                                                                                                            Greg Burglin, MST
                                                                                                            Tax Consultant

                                                                                                              Introduction

                                                                                                              Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                              × close


                                                                                                              Jo Klink
                                                                                                              Administrative Assistant

                                                                                                                Introduction

                                                                                                                × close


                                                                                                                Bailee
                                                                                                                Security

                                                                                                                  Introduction

                                                                                                                  × close


                                                                                                                  Buddy
                                                                                                                  Security

                                                                                                                    Introduction

                                                                                                                    × close


                                                                                                                    Christine C. Elliott
                                                                                                                    Staff Accountant

                                                                                                                      Introduction

                                                                                                                      Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                      × close


                                                                                                                      Dea McCarthy
                                                                                                                      Digital Records Administrator

                                                                                                                        Introduction

                                                                                                                        × close


                                                                                                                        Deborah Huygen Ward, CPA, MST
                                                                                                                        Research Director

                                                                                                                          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


                                                                                                                          Elaine Elkind
                                                                                                                          Bookkeeper

                                                                                                                            Introduction

                                                                                                                            × close


                                                                                                                            Eli Shlaes, MST
                                                                                                                            Tax Manager

                                                                                                                              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


                                                                                                                              Erica Hamby, CPA
                                                                                                                              Senior Tax Accountant

                                                                                                                                Introduction

                                                                                                                                Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                × close


                                                                                                                                Greg Burglin, MST
                                                                                                                                Tax Consultant

                                                                                                                                  Introduction

                                                                                                                                  Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                  × close


                                                                                                                                  Jo Klink
                                                                                                                                  Administrative Assistant

                                                                                                                                    Introduction

                                                                                                                                    × close


                                                                                                                                    Julie Clark
                                                                                                                                    Staff Bookkeeper

                                                                                                                                      Introduction

                                                                                                                                      × close


                                                                                                                                      Bailee
                                                                                                                                      Security

                                                                                                                                        Introduction

                                                                                                                                        × close


                                                                                                                                        Buddy
                                                                                                                                        Security

                                                                                                                                          Introduction

                                                                                                                                          × close


                                                                                                                                          Christine C. Elliott
                                                                                                                                          Staff Accountant

                                                                                                                                            Introduction

                                                                                                                                            Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                            × close


                                                                                                                                            Dea McCarthy
                                                                                                                                            Digital Records Administrator

                                                                                                                                              Introduction

                                                                                                                                              × close


                                                                                                                                              Deborah Huygen Ward, CPA, MST
                                                                                                                                              Research Director

                                                                                                                                                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


                                                                                                                                                Elaine Elkind
                                                                                                                                                Bookkeeper

                                                                                                                                                  Introduction

                                                                                                                                                  × close


                                                                                                                                                  Eli Shlaes, MST
                                                                                                                                                  Tax Manager

                                                                                                                                                    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


                                                                                                                                                    Erica Hamby, CPA
                                                                                                                                                    Senior Tax Accountant

                                                                                                                                                      Introduction

                                                                                                                                                      Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                      × close


                                                                                                                                                      Greg Burglin, MST
                                                                                                                                                      Tax Consultant

                                                                                                                                                        Introduction

                                                                                                                                                        Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                        × close


                                                                                                                                                        Jo Klink
                                                                                                                                                        Administrative Assistant

                                                                                                                                                          Introduction

                                                                                                                                                          × close


                                                                                                                                                          Julie Clark
                                                                                                                                                          Staff Bookkeeper

                                                                                                                                                            Introduction

                                                                                                                                                            × close


                                                                                                                                                            Kate Morrow
                                                                                                                                                            Administrative Assistant

                                                                                                                                                              Introduction

                                                                                                                                                              × close


                                                                                                                                                              Bailee
                                                                                                                                                              Security

                                                                                                                                                                Introduction

                                                                                                                                                                × close


                                                                                                                                                                Buddy
                                                                                                                                                                Security

                                                                                                                                                                  Introduction

                                                                                                                                                                  × close


                                                                                                                                                                  Christine C. Elliott
                                                                                                                                                                  Staff Accountant

                                                                                                                                                                    Introduction

                                                                                                                                                                    Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                    × close


                                                                                                                                                                    Dea McCarthy
                                                                                                                                                                    Digital Records Administrator

                                                                                                                                                                      Introduction

                                                                                                                                                                      × close


                                                                                                                                                                      Deborah Huygen Ward, CPA, MST
                                                                                                                                                                      Research Director

                                                                                                                                                                        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


                                                                                                                                                                        Elaine Elkind
                                                                                                                                                                        Bookkeeper

                                                                                                                                                                          Introduction

                                                                                                                                                                          × close


                                                                                                                                                                          Eli Shlaes, MST
                                                                                                                                                                          Tax Manager

                                                                                                                                                                            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


                                                                                                                                                                            Erica Hamby, CPA
                                                                                                                                                                            Senior Tax Accountant

                                                                                                                                                                              Introduction

                                                                                                                                                                              Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                              × close


                                                                                                                                                                              Greg Burglin, MST
                                                                                                                                                                              Tax Consultant

                                                                                                                                                                                Introduction

                                                                                                                                                                                Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                × close


                                                                                                                                                                                Jo Klink
                                                                                                                                                                                Administrative Assistant

                                                                                                                                                                                  Introduction

                                                                                                                                                                                  × close


                                                                                                                                                                                  Julie Clark
                                                                                                                                                                                  Staff Bookkeeper

                                                                                                                                                                                    Introduction

                                                                                                                                                                                    × close


                                                                                                                                                                                    Kate Morrow
                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                      Introduction

                                                                                                                                                                                      × close


                                                                                                                                                                                      Kelly Glass
                                                                                                                                                                                      Payroll/Bookkeeper

                                                                                                                                                                                        Introduction

                                                                                                                                                                                        × close


                                                                                                                                                                                        Bailee
                                                                                                                                                                                        Security

                                                                                                                                                                                          Introduction

                                                                                                                                                                                          × close


                                                                                                                                                                                          Buddy
                                                                                                                                                                                          Security

                                                                                                                                                                                            Introduction

                                                                                                                                                                                            × close


                                                                                                                                                                                            Christine C. Elliott
                                                                                                                                                                                            Staff Accountant

                                                                                                                                                                                              Introduction

                                                                                                                                                                                              Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                              × close


                                                                                                                                                                                              Dea McCarthy
                                                                                                                                                                                              Digital Records Administrator

                                                                                                                                                                                                Introduction

                                                                                                                                                                                                × close


                                                                                                                                                                                                Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                Research Director

                                                                                                                                                                                                  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


                                                                                                                                                                                                  Elaine Elkind
                                                                                                                                                                                                  Bookkeeper

                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                    × close


                                                                                                                                                                                                    Eli Shlaes, MST
                                                                                                                                                                                                    Tax Manager

                                                                                                                                                                                                      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


                                                                                                                                                                                                      Erica Hamby, CPA
                                                                                                                                                                                                      Senior Tax Accountant

                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                        Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                        × close


                                                                                                                                                                                                        Greg Burglin, MST
                                                                                                                                                                                                        Tax Consultant

                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                          Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                          × close


                                                                                                                                                                                                          Jo Klink
                                                                                                                                                                                                          Administrative Assistant

                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                            × close


                                                                                                                                                                                                            Julie Clark
                                                                                                                                                                                                            Staff Bookkeeper

                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                              × close


                                                                                                                                                                                                              Kate Morrow
                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                × close


                                                                                                                                                                                                                Kelly Glass
                                                                                                                                                                                                                Payroll/Bookkeeper

                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                  Lawrence S. Smith, CPA
                                                                                                                                                                                                                  Principal CPA and Founder

                                                                                                                                                                                                                  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


                                                                                                                                                                                                                  Bailee
                                                                                                                                                                                                                  Security

                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                    Buddy
                                                                                                                                                                                                                    Security

                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                      Christine C. Elliott
                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                        Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                        Dea McCarthy
                                                                                                                                                                                                                        Digital Records Administrator

                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                          Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                          Research Director

                                                                                                                                                                                                                            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


                                                                                                                                                                                                                            Elaine Elkind
                                                                                                                                                                                                                            Bookkeeper

                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                              Eli Shlaes, MST
                                                                                                                                                                                                                              Tax Manager

                                                                                                                                                                                                                                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


                                                                                                                                                                                                                                Erica Hamby, CPA
                                                                                                                                                                                                                                Senior Tax Accountant

                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                  Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                  Greg Burglin, MST
                                                                                                                                                                                                                                  Tax Consultant

                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                    Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                    Jo Klink
                                                                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                      Julie Clark
                                                                                                                                                                                                                                      Staff Bookkeeper

                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                        Kate Morrow
                                                                                                                                                                                                                                        Administrative Assistant

                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                          Kelly Glass
                                                                                                                                                                                                                                          Payroll/Bookkeeper

                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                            Lawrence S. Smith, CPA
                                                                                                                                                                                                                                            Principal CPA and Founder

                                                                                                                                                                                                                                            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


                                                                                                                                                                                                                                            Margurite Murphy
                                                                                                                                                                                                                                            Office Manager

                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                              Bailee
                                                                                                                                                                                                                                              Security

                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                Buddy
                                                                                                                                                                                                                                                Security

                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                  Christine C. Elliott
                                                                                                                                                                                                                                                  Staff Accountant

                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                    Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                    Dea McCarthy
                                                                                                                                                                                                                                                    Digital Records Administrator

                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                      Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                      Research Director

                                                                                                                                                                                                                                                        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


                                                                                                                                                                                                                                                        Elaine Elkind
                                                                                                                                                                                                                                                        Bookkeeper

                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                          Eli Shlaes, MST
                                                                                                                                                                                                                                                          Tax Manager

                                                                                                                                                                                                                                                            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


                                                                                                                                                                                                                                                            Erica Hamby, CPA
                                                                                                                                                                                                                                                            Senior Tax Accountant

                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                              Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                              Greg Burglin, MST
                                                                                                                                                                                                                                                              Tax Consultant

                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                Jo Klink
                                                                                                                                                                                                                                                                Administrative Assistant

                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                  Julie Clark
                                                                                                                                                                                                                                                                  Staff Bookkeeper

                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                    Kate Morrow
                                                                                                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                      Kelly Glass
                                                                                                                                                                                                                                                                      Payroll/Bookkeeper

                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                        Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                        Principal CPA and Founder

                                                                                                                                                                                                                                                                        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


                                                                                                                                                                                                                                                                        Margurite Murphy
                                                                                                                                                                                                                                                                        Office Manager

                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                          Rob Stern, MST
                                                                                                                                                                                                                                                                          Staff Accountant

                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                            Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                            Bailee
                                                                                                                                                                                                                                                                            Security

                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                              Buddy
                                                                                                                                                                                                                                                                              Security

                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                Christine C. Elliott
                                                                                                                                                                                                                                                                                Staff Accountant

                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                  Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                  Dea McCarthy
                                                                                                                                                                                                                                                                                  Digital Records Administrator

                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                    Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                    Research Director

                                                                                                                                                                                                                                                                                      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


                                                                                                                                                                                                                                                                                      Elaine Elkind
                                                                                                                                                                                                                                                                                      Bookkeeper

                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                        Eli Shlaes, MST
                                                                                                                                                                                                                                                                                        Tax Manager

                                                                                                                                                                                                                                                                                          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


                                                                                                                                                                                                                                                                                          Erica Hamby, CPA
                                                                                                                                                                                                                                                                                          Senior Tax Accountant

                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                            Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                            Greg Burglin, MST
                                                                                                                                                                                                                                                                                            Tax Consultant

                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                              Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                              Jo Klink
                                                                                                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                Julie Clark
                                                                                                                                                                                                                                                                                                Staff Bookkeeper

                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                  Kate Morrow
                                                                                                                                                                                                                                                                                                  Administrative Assistant

                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                    Kelly Glass
                                                                                                                                                                                                                                                                                                    Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                      Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                      Principal CPA and Founder

                                                                                                                                                                                                                                                                                                      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


                                                                                                                                                                                                                                                                                                      Margurite Murphy
                                                                                                                                                                                                                                                                                                      Office Manager

                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                        Rob Stern, MST
                                                                                                                                                                                                                                                                                                        Staff Accountant

                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                          Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                          Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                          Senior Tax Accountant

                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                            Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                            Bailee
                                                                                                                                                                                                                                                                                                            Security

                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                              Buddy
                                                                                                                                                                                                                                                                                                              Security

                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                Christine C. Elliott
                                                                                                                                                                                                                                                                                                                Staff Accountant

                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                  Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                  Dea McCarthy
                                                                                                                                                                                                                                                                                                                  Digital Records Administrator

                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                    Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                    Research Director

                                                                                                                                                                                                                                                                                                                      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


                                                                                                                                                                                                                                                                                                                      Elaine Elkind
                                                                                                                                                                                                                                                                                                                      Bookkeeper

                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                        Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                        Tax Manager

                                                                                                                                                                                                                                                                                                                          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


                                                                                                                                                                                                                                                                                                                          Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                          Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                            Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                            Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                            Tax Consultant

                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                              Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                              Jo Klink
                                                                                                                                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                Julie Clark
                                                                                                                                                                                                                                                                                                                                Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                  Kate Morrow
                                                                                                                                                                                                                                                                                                                                  Administrative Assistant

                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                    Kelly Glass
                                                                                                                                                                                                                                                                                                                                    Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                      Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                      Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                      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


                                                                                                                                                                                                                                                                                                                                      Margurite Murphy
                                                                                                                                                                                                                                                                                                                                      Office Manager

                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                        Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                        Staff Accountant

                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                          Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                          Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                          Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                            Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                            Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                            Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                              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


                                                                                                                                                                                                                                                                                                                                              Bailee
                                                                                                                                                                                                                                                                                                                                              Security

                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                Buddy
                                                                                                                                                                                                                                                                                                                                                Security

                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                  Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                  Staff Accountant

                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                    Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                    Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                    Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                      Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                      Research Director

                                                                                                                                                                                                                                                                                                                                                        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


                                                                                                                                                                                                                                                                                                                                                        Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                        Bookkeeper

                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                          Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                          Tax Manager

                                                                                                                                                                                                                                                                                                                                                            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


                                                                                                                                                                                                                                                                                                                                                            Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                            Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                              Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                              Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                              Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                Jo Klink
                                                                                                                                                                                                                                                                                                                                                                Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                  Julie Clark
                                                                                                                                                                                                                                                                                                                                                                  Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                                    Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                                      Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                      Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                                        Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                        Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                        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


                                                                                                                                                                                                                                                                                                                                                                        Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                        Office Manager

                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                                          Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                          Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                            Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                                            Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                            Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                              Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

                                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                                              Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                              Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                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


                                                                                                                                                                                                                                                                                                                                                                                Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                  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


                                                                                                                                                                                                                                                                                                                                                                                  Bailee
                                                                                                                                                                                                                                                                                                                                                                                  Security

                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                                                    Buddy
                                                                                                                                                                                                                                                                                                                                                                                    Security

                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                                                      Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                        Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                                                        Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                        Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                                                          Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                          Research Director

                                                                                                                                                                                                                                                                                                                                                                                            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


                                                                                                                                                                                                                                                                                                                                                                                            Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                            Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                                                              Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                              Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                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


                                                                                                                                                                                                                                                                                                                                                                                                Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                  Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                                                  Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                  Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                    Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                                                                    Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                                                                      Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                      Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                                                                        Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                        Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                                                                          Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                          Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                                                                            Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                            Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                                                            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


                                                                                                                                                                                                                                                                                                                                                                                                            Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                            Office Manager

                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                                                                              Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                              Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                                                                Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                  Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

                                                                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                                                                  Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                  Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                    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


                                                                                                                                                                                                                                                                                                                                                                                                                    Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                                                    Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                      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


                                                                                                                                                                                                                                                                                                                                                                                                                      Tatiana Rodriguez, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                      Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                        Tatiana Rodriguez joined Smith & Company in January 2011. Tatiana focuses on tax compliance for individuals, businesses, fiduciary and estates. She graduated from San Francisco State University and received a BA in Accounting. She also holds a BA in Accounting and Finance from University of Saint Martin, Lima, Peru. Tatiana is currently pursuing a Master of Science in Taxation at Golden Gate University. She speaks Spanish fluently. In her free time, Tatiana enjoys working with her local Girl Scouts Troop and the outdoors with her two children and dog.

                                                                                                                                                                                                                                                                                                                                                                                                                        × close
                                                                                                                                                                                                                                                                                                                                                                                                                        Bailee
                                                                                                                                                                                                                                                                                                                                                                                                                        Security

                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                          × close
                                                                                                                                                                                                                                                                                                                                                                                                                          Buddy
                                                                                                                                                                                                                                                                                                                                                                                                                          Security

                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                            × close
                                                                                                                                                                                                                                                                                                                                                                                                                            Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                                                            Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                              Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                                                                                                                                                              × close
                                                                                                                                                                                                                                                                                                                                                                                                                              Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                                              Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                × close
                                                                                                                                                                                                                                                                                                                                                                                                                                Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                Research Director

                                                                                                                                                                                                                                                                                                                                                                                                                                  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
                                                                                                                                                                                                                                                                                                                                                                                                                                  Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                                                  Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                    × close
                                                                                                                                                                                                                                                                                                                                                                                                                                    Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                    Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                      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
                                                                                                                                                                                                                                                                                                                                                                                                                                      Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                      Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                        Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                                                                                                                                                        × close
                                                                                                                                                                                                                                                                                                                                                                                                                                        Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                        Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                          Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                                                                                                                                                          × close
                                                                                                                                                                                                                                                                                                                                                                                                                                          Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                                                          Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                            × close
                                                                                                                                                                                                                                                                                                                                                                                                                                            Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                                                            Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                              × close
                                                                                                                                                                                                                                                                                                                                                                                                                                              Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                × close
                                                                                                                                                                                                                                                                                                                                                                                                                                                Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                                                Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                  × close
                                                                                                                                                                                                                                                                                                                                                                                                                                                  Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                  Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                                                                                                  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
                                                                                                                                                                                                                                                                                                                                                                                                                                                  Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                                                  Office Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                    × close
                                                                                                                                                                                                                                                                                                                                                                                                                                                    Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                    Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                      Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                                                                                                                                                                                                      × close
                                                                                                                                                                                                                                                                                                                                                                                                                                                      Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                      Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                        Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

                                                                                                                                                                                                                                                                                                                                                                                                                                                        × close
                                                                                                                                                                                                                                                                                                                                                                                                                                                        Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                        Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                          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
                                                                                                                                                                                                                                                                                                                                                                                                                                                          Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                                                                                          Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                            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
                                                                                                                                                                                                                                                                                                                                                                                                                                                            Tatiana Rodriguez, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                            Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                              Tatiana Rodriguez joined Smith & Company in January 2011. Tatiana focuses on tax compliance for individuals, businesses, fiduciary and estates. She graduated from San Francisco State University and received a BA in Accounting. She also holds a BA in Accounting and Finance from University of Saint Martin, Lima, Peru. Tatiana is currently pursuing a Master of Science in Taxation at Golden Gate University. She speaks Spanish fluently. In her free time, Tatiana enjoys working with her local Girl Scouts Troop and the outdoors with her two children and dog.

                                                                                                                                                                                                                                                                                                                                                                                                                                                              Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Principal CPA and Founder
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Tax Consultant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Research Director
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Tax Manager
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Senior Tax Accountant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Senior Tax Accountant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Tatiana Rodriguez, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Tax Manager
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Staff Accountant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Senior Tax Accountant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Staff Accountant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Staff Accountant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Office Manager
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Digital Records Administrator
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Administrative Assistant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Payroll/Bookkeeper
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Administrative Assistant
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Staff Bookkeeper
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Bookkeeper
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Buddy
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Security
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Bailee
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Security
                                                                                                                                                                                                                                                                                                                                                                                                                                                              more