Jeremy brings value to our clients by offering them holistic tax, accounting, and business advice that allows them to confidently execute their financial plans. He prioritizes putting each client he interacts with at ease. He takes the time to respond to their questions and ensures that when their conversations come to an end, clients have a deep understanding of the big picture and a clear plan for their next steps in implementing tax saving strategies and reaching their financial goals. He notes, “We partner with each of our clients to provide a framework for getting organized and remaining that way so that they are always prepared for any tax and financial obstacle that may come up as they reach their own individuals goals in life.”
With essential business skills and leadership ability, Jeremy seeks to open and maintain consistent lines of communication with each client. He also specializes in instituting best business practices and helping clients maximize their competitive advantages.
Jeremy is a licensed Certified Public Accountant (CPA) in the state of California and specializes in Taxation. He earned his Bachelor’s degree in Business Accounting. Outside of the office, he volunteers with various non-profit events and organizations for the benefit of children, including the Gilroy Junior Golf Program. In his spare time, he enjoys spending his days with his wife and two daughters, as well as polishing up on his golf game.