Experience
Valerie helps her clients optimize their tax situations with a particular emphasis on recognizing income and deductions for tax purposes, maximizing available employment credits and other incentives such as R&D; credits and manufacturing deductions. Her specialties include estate planning, tax compliance, management and financial consulting, personal financial planning, and financing of businesses and mortgages.
Valerie’s clients include individuals and private closely-held businesses in various industries such as manufacturing, retail, wholesale distribution, importing, apparel and textiles, professional services and real estate leasing.
Recent successes for her clients include:
- Saving an estate over $2.5 million in GST tax
- Saving a tech client over $85 thousand in personal income taxes from R & D credits
- Assisting a wholesale client with the structure and negotiations of the sale of their business and saving the acquirer over $4m in depreciation and amortization deductions and the seller hundreds of thousands in employment taxes and income taxes.
service areas
- Tax Planning and Compliance
- Management & Financial Consulting
- Personal Financial Planning
clients served
- Apparel & Textile
- Manufacturing
- Professional Services
- Retail
- Wholesale Distribution
- Importing
- Real Estate Lessors
activities & memberships
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- California Society of Certified Public Accountants, LA Chapter, ABC event co-chair
- Loyola Marymount Accounting Department, Advisory Board
- Textile Professional Club, Member
- ProVisors - Professional Network Group, Member
- La Primera Charity, President
- Business Exchange 100, Member
articles & speeches
- “Basis” is an Important Tax Concept, March 2014
- Understanding the Home Office Deduction, December2012
- 1- Understanding IRA Rollovers, October 2012
- Charitable Contributions and Tax Deductions, July 2012
- Surviving an Audit, July 2012
- Predicting Product Cycles, May 2012
education
- B.S., Accounting, Loyola Marymount University
- Masters of Science, Taxation, Golden Gate University
- Personal Financial Planning Designation, UCLA