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Assurance Services

Tax
Services

Richard Avril
Richard Bellucci
Jenise Gaskin
Brad Holsworth
Mark Loveless
Geralyne Mahoney
Roy Maynard
Jeffery A. Pearson
Mark Shumaker
Michael S. Spence
Scott Taylor

Carolyn Amster
Marc H. Berger
Dennis R. Brach
John Brogan
Rich Gunn
Phillip L. Hutson
Sandy Murray
William A. Schulte
Douglas Schultz

   

Consulting
Russell K. Burbank
Curtis Burr
Andrea G. Cope
Phil Leibowitz
Steve Mayer
Maureen Lucey Mihelich
Michael N. Teutschel

Wealth
Management

Robert Anderson
Brian Frazier
Henry Pilger

Internal
Operations

Alfie S. Adona
Susan Harris

     

Scott Taylor

Responsibilities
Partner in the Assurance Services practice. Co-leader of the Life Science group.

Experience
Twenty-two years of public accounting and private industry experience. Experience in the investment, real estate, health care, technology, venture capital, bio-technology, nonprofit and financial service industries. Consults with management on a variety of accounting and tax services including financial statements, implementation of accounting systems, preparation of forecasts and budgets, litigation support and business plan development. Certified Valuation Analyst.

Education
MS/Taxation - Golden Gate University
BA/Business Economics - University of California, Santa Barbara
Graduate of Leadership Mid-Peninsula

Activities
Board of Directors - Eldercare Alliance
Board of Directors - Palo Alto Chamber of Commerce
Member - Quality Inspection Team, American Institute of Certified Public Accountants (AICPA)
Member - California Society of CPAs (CalCPA)
Member - Healthcare Financial Management Association (HFMA)
Past President - Mid-Peninsula Page Mill YMCA

Interesting Tidbit
Traveling adventures include meeting a shark while snorkeling the Great Barrier Reef, river rafting down the “Shot Over” river in New Zealand, hiking to the top of Interlaken Mountain in Switzerland, and braving a small plane ride through a rainstorm in Costa Rica!



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