Connie provides a unique blend of accounting and financial services, specializing in general accounting and auditing, tax/financial management, and retirement/estate planning.  She also is certified to represent clients in tax audits before the Internal Revenue Service, Franchise Tax Board, and the Employment Development Department.

     Through professionalism and integrity she has built a solid base of satisfied clients.  Personalized service combined with a seasoned understanding of the needs of her clientele characterizes her practice.   Following a complete analysis of each client's objectives, Connie develops and monitors strategies to achieve  desired goals.  Such goals may be as simple as streamlining record keeping or as complex as setting up trusts for estate planing