Jeremy brings value to 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.
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 also earned the Personal Financial Specialist (PFS) designation through the American Institute of Certified Public Accountants (AICPA). Those who earn this designation are recognized as experts in financial strategies, capable of providing valuable insights and guidance to clients in a variety of financial situations. Jeremy 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.