Our Team

Years ago, my family had a large capital gain resulting from the sale of small business stock. Suspecting that the gain was qualified for the Section 1202 Small Business Stock Gains Exclusion, we consulted an enrolled agent, a CPA, and a tax attorney in the hopes of mitigating the capital gain taxes only to find out none of them were familiar with the code. After I successfully reported the income to the IRS and California FTB with zero federal tax under the code on my own, I came to desire to be a CPA informed on the latest tax & accounting codes and regulations. Today I’m here to help my clients with my experience & knowledge.

– Haruko Takeshita, CPA & EA, Partner