Specialties: Small business and personal taxation and consulting; tax consequences of stock options; tax compliance for non-profit organizations
Bio: Anne began working with Jeanne Max in 1987. She works in many areas, but especially enjoys and specializes in small business and personal taxation and consulting.
Anne was raised a Navy brat. She was born on a United States Navy base in the Philippines and moved every two years, crisscrossing the U.S. She arrived in San Diego in 1980 to attend San Diego State University and, in 1984, she received her Bachelor of Science Degree in Accounting. After graduating, Anne began her accounting career in private industry, quickly shifting to public accounting the following year. She received her CPA license in 1990.
During her career, Anne has cultivated knowledge of small business operations from transactional accounting through financial statement preparation, including payroll management. This experience makes her uniquely qualified to consult with both the small business owner and his or her staff. Her approach of offering timely bookkeeping and payroll consulting, as well as coordinated tax planning throughout the year, enables Anne to better assist the business and its owner in meeting financial goals.
Anne’s time away from work is spent with her husband Dave and their two children, Paul and Katie. Family time for Anne includes boating and fishing in the ocean waters off San Diego followed closely by fish taco nights with family and friends. Anne also enjoys cheering on her athletic kids at their soccer, baseball and softball games, and at gymnastics practice. Anne still enjoys sewing, baking, completing Sudoku and word puzzles and watching old movies when she can.