Manager

Angela is our office manager. She joined the firm in 2010 as the Accounting Administrative Assistant and became Manager in 2015. From accounts receivable and monthly billing, firm-wide project management, training and overseeing our administrative staff, acting as liaison between our clients and CPA’s and tax return preparation she fills many roles for us.   

Angela’s experience only heightens the capability of our staff through the confidence and knowledge she shows towards our clients and the importance she places on creating positive client relationships.

Currently, Angela is studying to become a CTEC Registered Tax Preparer (CRTP). She is also a Notary Public and is available to our clients for their notary needs. 

Born and raised in Petaluma, Angela currently resides in Rohnert Park. Outside the office, Angela enjoys spending time with family and friends, shopping, baking and cooking anything and everything, and rooting on her favorite baseball teams, the San Francisco Giants and Detroit Tigers. 

Specialties

  • Office management
  • Billing collections
  • Client relations
  • Quality Control
  • Research and respond to IRS and FTB notices