Our focus
We help clients stay organized, compliant, and confident. Our team is responsive, detail-oriented, and focused on long-term results.
Leadership
Licensed in California and Massachusetts. Spent 8 years with Deloitte Tax and founded Oak Hill & Associates, CPAs in 2006. Worked in Boston, Costa Mesa, and San Francisco, collaborating with leading tax professionals serving high net worth individuals.
Over 25 years of experience in accounting and taxation with degrees in Economics. Expertise includes financial statement preparation, operational accounting, and tax planning for individuals, S-Corporations, C-Corporations, LLCs, partnerships, trusts, estates, gifting, and non-profits. Extensive experience with manufacturing, construction, real estate, medical, legal, and non-profit clients.
Industries served
- Real estate
- Medical practices
- Professional services
- Family offices
- Construction
- Retail and e-commerce