What Is Kaycie’s Net Income – At Bayshore Tax & Consulting, no personal or business tax plan is the same for everyone. This is because your plans and goals require a combination of short-term planning and advice and a long-term vision to grow from. Whether it’s managing your financial world, predicting and reducing your tax bills, or taking the hassle out of your paperwork, we’re here to make it easy for you. And maybe even fun — just don’t hold us to it.
Gopal is a dedicated professional who enjoys helping clients with their tax and accounting needs. He has provided tax and accounting services to many high-net-worth individuals, a variety of corporate and non-profit organizations. Gopal holds a bachelor’s degree in accounting from San Francisco State University and a master’s degree in taxation from California State University East Bay. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. In her spare time, she enjoys sports, spending time with her family and cooking.
What Is Kaycie’s Net Income
David has over 35 years of public accounting experience and enjoys helping individuals and businesses with their tax and accounting needs. David’s areas of expertise include personal planning and compliance, trusts and estates. compensation, stock selection and benefit planning; Business presentation, tax and financial reporting. Industries he has served include manufacturing, investment advisors, the professional services industry, construction and development, interior design firms, and non-profit organizations. He holds a Bachelor of Arts degree from the Utah State School of Accountancy and is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. In his spare time, David enjoys spending time with his family and friends, traveling and cycling in Italy.
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Kaycie is a service-oriented office professional. He graduated from Sacramento State University with a bachelor’s degree in management and business administration, and after receiving his degree, he worked for seven years focusing on organizational change in various private and public roles. Fortunately, after returning home from an extensive assignment in Africa focusing on cross-cultural communication and relationship building, she found her niche in financial services and managed a tax accounting firm. He brings organizational and big-picture insights to the company’s operations, design, internal processes and customer experience. When not at work, Casey enjoys spending time with his two young sons, exploring the beautiful landscape of Northern California, and traveling to Africa whenever the opportunity arises.
After receiving a master’s degree from California State University at Hayward, Charlie began his accounting career with Price Waterhouse in San Jose. He later moved to other regional CPA firms in the South Bay where he worked as an auditor and tax preparer. As an auditor, he has worked with clients in industries such as technology, non-profit, waste management and construction. As a tax preparer, he has worked with several individual and small businesses. In a special part-time job, he successfully filed a 10-Q for a public company with the SEC. Charlie is a member of the American Institute of Certified Public Accountants and the California State Association of Certified Public Accountants. In his free time, Charlie enjoys sports, golf, movies and traveling.
Tony has worked in public accounting since 2011. Tony brings extensive experience in taxation, including legal fees, trusts, estates, communications and procurement advice. She is a thorough problem solver who represents her clients with care and a balanced approach. Tony prides himself on his ability to break down complex tax issues in a way that is easy to understand, for the educational benefit of others. He graduated from Florida Atlantic University in 2011 and 2015 with a Bachelor of Arts in Accounting and a Master of Taxation. Tony became a Certified Registered Real Estate Agent in 2013 and a Florida Certified Public Appraiser in 2019. He is currently the treasurer of Gulfview Harbor Real Estate. Tony enjoys spending time with family and friends, occasionally playing basketball and cooking on the weekends.
Evan has over 20 years of experience in the financial services industry. Prior to joining BayShore, Evan worked in a multi-family office serving high net worth individuals and their families. He earned a bachelor’s degree in accounting from San Jose State University and an MBA from the Graduate School of Business at Golden Gate University. In his free time, he likes to travel with his family and spend time with his dog.
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Mike has been a CPA in California since 1987. He has focused his career on building relationships with clients and supporting them on their journey to increase their personal and family financial success for generations. He works closely with his team of client advisors: lawyers, financial advisors, and insurance brokers, among other trusted advisors. Mike is a native Florida native who grew up in Vero Beach. He is proud to have played high school football for the second winningest coach in Florida history and was a wrestler. Raised in a small town, Mike recognizes the need to give back, so he has been involved in the community with the Rotary Club, the Jaycees, the Miami Project for the Cure of Paralysis, and professionally with the California CPA Association (CalCPA). In his spare time, Mike enjoys swimming with the Stanford Masters and occasionally participates in Escape from Alcatraz open water swimming. He received a bachelor’s degree in accounting from Indiana University, Bloomington. Mike rode The Little 500 bike race in college, the subject of the movie Breaking Away. Mike also holds a Masters in Taxation from San Jose State University.
Dave brings more than three decades of experience in the tax and consulting industry to the Bayshore team. Born and raised in Palo Alto, he earned a bachelor’s degree in accounting from Golden Gate University. Over the years, he has worked and built relationships with a diverse group of clients, partnerships, businesses and trusts, helping them succeed and reduce their tax burden wherever possible. Outside of work, Dave is an avid golfer, snowboarder, sports car enthusiast, and is a third degree black belt in Taekwondo. He also coached youth basketball for over fifteen years, eleven as a high school head coach.
Burnett is a native of Southern California and moved to the Bay Area in 2016. He is a CPA and holds a Bachelor of Science in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara. He has provided tax and accounting services to high-net-worth individuals, partnerships and corporations in a variety of industries including real estate, technology, professional services and investment finance. In his spare time, Brent enjoys spending time with family, travel, food and sports.
Ruiwen was born and raised in Beijing, China. He completed his master’s degree in accounting from Tulane University in 2015 and moved to California. He is a CPA with more than 6 years of tax and accounting experience in various industries and specializes in international tax reporting. In her free time, she enjoys traveling, cooking and spending time with her family.
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Lillian was born and raised in Taiwan. He holds a Bachelor of Business Administration in Accounting from Shih Chien University and a Master of Business Administration from California State University, Los Angeles. He worked as a senior accountant providing tax and accounting services at a local firm in Diamond Bar, CA. He has 14 years of tax and accounting experience in various industries. In her spare time, she enjoys traveling, hiking and food.
In 2009, Sanaz obtained a Bachelor of Science in Iran and moved to Canada, where he was a financial consultant. After moving to the Bay Area in 2018, Sanaz worked as a staff accountant specializing in personal, estate and trust matters with a focus on international matters at a small firm in San Jose. Sanaz is an avid cyclist and spends his free time riding up and down the various hills around the peninsula.
After graduating from Brigham Young University with a BA in History and a BA in Accounting, Sheldon began his career at Hood & Strong in San Francisco and later at Coopers & Lybrand in San Jose, working primarily with high net worth individual and corporate clients. His work experience also includes several years at AMD in a supervisory role in the corporate tax department. Eagle Scout, Sheldon has been a Boy in two different Courts. He enjoys camping with his family, serving at his church, running and gardening, as well as coaching youth sports.
Johanna was born in Los Angeles, raised in Arizona and now calls Palo Alto home. She holds a BA in Psychology from Arizona State University and an MA in Education from the University of San Francisco. He previously worked for a small family accounting firm in Arizona. Johanna enjoys the opportunity to use her problem-solving skills to help clients and create a seamless tax experience. In her spare time, she enjoys visiting the city for vegetarian food, hiking and spending time in nature.
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