Overview
Andrea advises high‑net‑worth individuals, closely held businesses, and family groups across a wide range of industries. Her specialties include business strategy and succession planning, helping founders, executives, and multi‑entity business owners design and implement creative tax strategies that are tailored to their unique needs.
Experience
In her role as Tax Director, Andrea works closely with clients in many different industries to provide comprehensive tax planning, consulting, and compliance services. She helps them identify opportunities and risks, develop innovative tax strategies, and ensure compliance with federal, state, and local tax regulations. She often works with clients whose long‑time CPAs are retiring, liaising with both the retiring advisor and the client for a thoughtful and seamless transition. Andrea also has extensive experience in flow‑through taxation, partnerships, S corporations, corporate taxation, and individual taxation at both the federal and state levels. She collaborates with partners and cross‑functional teams within Aprio to deliver integrated solutions that leverage cross-functional experience and enhance client outcomes.
Education & Affiliations
Andrea earned her Bachelor’s Degree from California State University, East Bay. She is a member of the AICPA, CalCPA, ProVisors, and Financial Women of San Francisco. She is also a graduate of the AICPA Leadership Academy.