Cecilia is a Tax Manager with BPM. She has experience in tax planning and consulting, as well as monitoring and ensuring tax compliance for privately held companies. She also has experience working with privately held trusts and high net-worth families and their associated entities.
Recently, Cecilia identified incorrect treatment from a Passthrough entity that was not prepared in-house. She collaborated with the client and assigned partner, as well as another firm, to provide accurate accounting and tax allocation, resulting in the client generating additional savings.
Cecilia enjoys exploring new cities with her family, reading, being outdoors, and she loves Dodgers baseball.
- BBA/Accounting – Brandman University – Chapman University System