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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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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.

Introduction

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

Introduction

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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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.

Introduction

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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.

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.

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.

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Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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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.

Introduction

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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.

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.

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.

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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.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

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.

Introduction

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

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.

Introduction

Introduction

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

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

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.

Introduction

Introduction

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

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.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

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.

Introduction

Introduction

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

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.

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.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

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.

Introduction

Introduction

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

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

Introduction

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.

Introduction

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

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.

Introduction

Introduction

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

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.

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.

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.

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.

Introduction

Introduction

Introduction

Introduction

Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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.

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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.

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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.

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.

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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.

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Introduction

Introduction

Introduction

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.

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Introduction

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

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.

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.

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.

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.