Shareholder, Tax
Office: Palo Alto
Email: tmcinerney@bpmcpa.com
Over 17 years of experience in providing accounting and tax services to closely-held businesses, high net worth individuals, trusts and non profit organizations. Income tax services include tax planning and compliance for individuals, partnerships, LLC's, trusts, corporations and non-profit entities. Experience includes strategies to minimize tax liabilities, stock option planning, preparing income tax projections, identifying and researching complex tax issues for individuals and small businesses. Tamara specializes in trust and estate taxation, and in providing income and estate planning to high net worth individuals and closely-held business. She also has extensive experience working with charitable remainder trusts, private foundations and non-profits.
Professional Affiliations
Member - American Institute of Certified Public Accountants
Member - California Society of CPA's (CalCPA)
Board Member - Science is Elementary
Education
BS/Accounting - Cal Poly, San Luis Obispo (minor in Psychology)
Certificate in Estate planning - California CPA Education Foundation
Real Estate Salesperson License - California Department of Real Estate
Interesting Tidbit
Volunteered on several "medical missions" and travelled with a group of Ophthalmologists who provided eyeglasses and eye surgery to residents in Mombasa, Kenya and Mexico.
