Joanna has over twenty-five years of public accounting experience with an emphasis is in taxation, and works with high net worth individuals, estates and trusts, businesses, public charities and private foundations.
Joanna began her career in public accounting in 1978 with an internship at Laventhol & Horwath, one of the nations largest public accounting firms at that time, and joined them on a full-time basis after graduating in 1979. She later held positions with regional public accounting firms and gained significant experience working closely with individuals and their businesses and on estate and trust matters. She began working with the firm in 2007.
Joanna is a Certified Public Accountant and received a B.S. degree in accounting from California State University, Long Beach. She also holds a Certificate of Completion for Personal Financial Planning through the California CPE Education Foundation and is a member of the California Society of Certified Public Accountants.
