I manage day-to-day tax compliance and forecasting activities across a diverse client base. My work centers on delivering accurate, timely filings while identifying opportunities to minimize tax liability through strategic planning.
Client satisfaction is paramount to my philosophy, and I believe strong relationships are built through responsiveness and consistency. I maintain a structured, logical approach to my work, proactively improving systems — particularly during the demands of peak tax season. Even in high-pressure environments with strict deadlines, I remain composed and focused, so my clients’ needs are met.
I help my clients adapt to evolving tax landscapes. For example, in response to recent legislative changes affecting charitable giving, I have guided my clients toward strategic “bunching” approaches: front-loading contributions into high-income years to maximize deductibility while maintaining long-term philanthropic impact.
Beginning my career in the Philippines, I developed accounting computer system programs and contributed to systems analysis and design. After relocating to the United States, I transitioned into public accounting with J. Arthur Greenfield & Co LLP in Westwood, California, which merged with MGO in 2024.