With twenty years of professional Tax and Accounting experience, Geri has a passion for helping people.
After graduating with a B.S. in Accounting from Northeastern Illinois University, Geri began her Accounting career with KPMG in Chicago. After several years in public and private, audit and financial reporting, Geri transitiioned into the area of taxation.
Geri is an Enrolled Agent, registered to represent clients before the Internal Revenue Service.
She has spent the last five years working for smaller CPA Firms in the south county area, concentrating on Small business entities and the individuals who own them.
Working with individuals and business owners and getting to know them and anticipate their needs has been where Geri excels. Her dedication to her clients is unwaivering.
Geri has volunteered in the IRS Cadre program, assisting new small business owners set up payroll and quarterly filings, as well as in the IRS VITA (Volunteer Income Tax Assitance) program for low income families.
Geri lives in Orange county with her husband, son and family dog Elsa.
