Overview
Annette brings over 30 years of experience auditing for affordable housing and nonprofit housing developers to Aprio’s Assurance Services* practice. As Partner, Annette works closely with affordable housing developers and property managers, including those involved in the LIHTC program, HUD properties, and HCD properties. She helps clients understand the audit process and the nuances of the affordable housing market.
Experience
Annette began her public accounting career in 1987 and has since been the partner in charge of more than 150 annual audits. She has extensive experience providing audit and tax preparation services for rental real estate properties that are controlled by TCAC, RHCP, HUD, and CalHFA, as well as preparing the partnership and nonprofit tax returns of properties controlled by the same regulatory bodies. Additionally, her experience includes the performance of over 150 TCAC and HUD Cost Certification Audits.
Annette takes pride in being highly responsive and prompt during the audit process, as well as being a strong advocate for her clients. She maintains an open-door policy, ensuring she is available for any and all questions her clients may have, serving as a reliable partner on their team. She is known for being organized and detail-oriented.
Education & Affiliations
Annette earned her Bachelor’s Degree in Accounting from Golden Gate University in San Francisco. She is a licensed CPA in both California and Hawaii.
Annette is also a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA). She currently serves as a Board Member for the Livermore-Pleasanton Rod & Gun Club in Livermore, California.
* Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
