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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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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

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

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

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

Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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

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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

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

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

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

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Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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.

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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

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

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

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

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Lauren has been with Smith & Company since 2019. She is a graduate of Humboldt State University and has been a tax accountant for almost 8 years. Lauren became a CPA in 2018 and specializes in individual and small business taxation. In her free time, she enjoys hiking, paddle boarding, and spending time with her husband and dog Phoebe.

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

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.

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