our difference
Personalized Client-Centric Service
Expertise and Specialization
Proactive and Ethical Practices
Shared Goals
about evan
Born and raised in Santa Cruz County, Evan graduated from CSU, Monterey Bay with a B.S. in Business Administration, Accounting. He began his accounting career in the produce industry working in Salinas, CA before moving to public accounting. He is a Certified Public Accountant and member of the AICPA, the California Society of CPAs, and the Santa Cruz County Farm Bureau.
He specializes in individual and business taxation, with an emphasis on agribusiness, real estate partnerships and small business. He enjoys meeting with clients and learning about their needs in order to create holistic strategies designed to maximize tax savings.
He is active in his local community and is a member of Watsonville Rotary in addition to serving on the boards of a couple local non-profits.
Outside of the office, Evan enjoys hiking, reading, playing racquetball & handball, and spending time with his wife and children.
services
Agribusiness Accounting: From family-owned farms to large-scale agricultural enterprises, our agribusiness accounting services are designed to support your unique financial needs. We handle cost accounting, tax planning, and financial reporting, allowing you to focus on cultivating your business.
Permanent Crop Producers: If you cultivate fruits, nuts, vineyards, or any other permanent crops, we understand the intricacies involved. Our services include crop accounting, inventory management, and specialized tax strategies for optimal financial outcomes.
Real Estate Investors: Investing in real estate requires careful financial planning. We assist real estate investors with tax-efficient property acquisition, property management accounting, and 1031 exchanges to defer capital gains taxes.
Small Business Accounting: Our comprehensive small business accounting services cater to startups and established enterprises alike. From setting up accounting systems to managing payroll and tax compliance, we ensure your financials are in good hands.
Tax Planning and Compliance: Our tax experts stay up-to-date with the latest tax laws and regulations across all sectors. We develop effective tax strategies and handle all tax compliance matters to minimize your tax burden and maximize your deductions.
Gift Tax Strategies: Making strategic gifts during your lifetime can help reduce your taxable estate. We'll guide you on tax-efficient gifting strategies that align with your financial goals