Jan has over twenty years of public accounting experience in taxation and accounting, including tax planning and consultation for individuals, small businesses, and trusts, and the preparation of individual, business, fiduciary, pension/profit sharing, and exempt organization tax returns.   She also consults with small businesses and trusts on accounting and other business matters and prepares compiled and reviewed financial statements.

Jan is a dedicated outdoorswoman with a particular devotion to skiing, snowboarding, whitewater rafting, kayaking and hiking.

Golden Gate University – MS Finance with emphasis in Financial Planning

Golden Gate University – BA Accounting

• California Society of CPAs