Bill has been practicing public accounting since 1981, specializing in tax planning and compliance for corporations and high net worth individuals. He has extensive experience with early-stage, middle market, and multinational Fortune 500 technology companies, including consulting on federal, state, and international tax matters and executive compensation, including stock options, tax accounting, and acquisitions and divestitures.

Bill works closely with executives, employees, and high net worth individuals with respect to income tax and financial planning, including assessing the impact of founders’ stock, stock options, and alternative minimum tax.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants


  • BS, accounting, Santa Clara University
  • MS, taxation, Golden Gate University