Rob has been assisting central California clients in a wide variety of tax, accounting, reporting, and compliance issues since 1988. Rob is authorized to act as an advocate and client representative before the IRS and state authorities. Rob serves as consultant and analyst for clients including individuals, trusts, estates, corporations, partnerships, S-corporations, LLC’s, LLP’s, and non-profit organizations. Rob particularly enjoys the role of objective commentator when functioning as an internal auditor or business consultant.
Rob spent 10 years at a respected CPA firm in Modesto; 4 years as the partner responsible for the firm’s tax Quality Assurance process where every tax return produced by the 21 person office went through Rob before delivery. Rob’s work experience also includes serving as CFO for Premiera Care, the parent company of Dale Commons and other locations. The chain of facilities was sold in a $72 million deal closing in 2011.
Rob has worked with, on, and through computers since 1983 in a variety of settings. He is proficient with several accounting software packages, from the most popular to the most sophisticated. Rob has significant operating system, hardware, and software configuration and implementation experience.
Rob is an active member of the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants.
Licensed by the California Board of Accountancy, Rob passed the entire CPA exam in one sitting, receiving special recognition for this exemplary achievement. Reflecting Rob’s emphasis in Taxation, he also passed the 2-day IRS Special Enrollment examination on his first attempt, and is an IRS “Enrolled Agent” (EA). This designation is not held by all CPAs, and means that Rob is recognized by the IRS as an expert client representative during audit proceedings and other dealings.
In addition to the annually required accounting, ethics, and income tax education, continuing professional education coursework has included Intermediate and Advanced MS Excel, MS Word, PC Troubleshooting and maintenance, and Network system operations. Rob is an excellent teacher and has trained many bookkeepers and accountants to leverage technology for maximum efficiency.
Rob has been involved in many civic, educational, and non-profit organizations. Rob has a heart for social service organizations and regularly provides “pro-bono” services in addition to serving as a volunteer laborer!
Rob enjoys computers, artwork, golf, music, and family activities including backpacking, camping, snow skiing, water skiing, church and family gatherings.
Current community involvement includes:
Stanislaus-Tuolumne Estate Planning Council, Past President
A non-profit educational organization providing guidance and training to local Attorneys, CPAs, and Financial Advisors.
Modesto Symphony Orchestra, Board member, Vice Chair
MSO annually produces the area’s only live orchestra concert series, as well as the POPs concerts.
Columbia College Business Advisory Committee, Discussion Member
This group serves to advise college Accounting, Business Administration, Entrepreneurship, and Office Technology Departments faculty and administration.
United Cerebral Palsy of Stanislaus and Tuolumne counties, Board member, Audit Committee Chair
UCP provides programs and services to developmentally and physically disabled individuals.
Modesto Rotary, Club member, board member
Co-Chair of Senior Stride, an annual senior citizen health and wellness awareness community event.
Modesto Advisors Group, Member
This local study group is focused on professional advisors to Modesto-based businesses.
UC Merced Planned Giving Advisory Council, Member
This organization serves to assist and support UC Merced endowment development.
Modesto Chamber of Commerce, Active member
Welcome committee – attend ribbon cutting ceremonies for new/relocating businesses in the area.
Sonora Chamber of Commerce, Active member
Attend ribbon cutting ceremonies for new/relocating businesses in the area.
City Ministry Network, Volunteer Controller
I provide financial record keeping and reporting support to this community revitalization organization.
Kingdom Advisors, Member
This local study group is focused on principled training and guidance for Attorneys, CPAs, and Financial Advisors.
Modesto Young Professionals, Regular Member, rotating discussion leader
This education and discussion group is focused on the exchange of ideas among attorneys, CPAs and Financial Advisors.