Bruce has over thirty-six years of corporate, individual, and private tax experience and works closely with clients and companies in the consumer business, professional service, and healthcare industries. Bruce provides tax consulting and preparation of tax returns for individuals, corporations, partnerships and fiduciaries, as well as accounting services and business consulting.
Recently, Bruce worked with a client in the Winery industry with two sales tax audits for both the winery and a restaurant. The company was challenged by the fact that the previous audit work was done with very limited source documents. Bruce worked with the company to provide a very favorable audit result, working over two full years to complete the complicated audit.
Bruce has also found success working with clients during the pandemic to assist with the Payroll Protection Program, Shuttered Venue Operators Grant, Health Resources & Services Administration Provider Relief Funds, and the Employee Retention Credit. Bruce’s work resulted in clients getting their funds to assist with operations that may have been impaired due to the pandemic.
Through Bruce’s expertise in taxation and understanding of technical details he works to provide the best possible solutions for his clients.
Bruce considers himself an avid student of history and believes that it helps to understand the present.
Enrollment to Practice Before the Internal Revenue Services (Enrolled Agent)
BS/Finance – California State University – Sacramento