CPA
415-217-6903
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Spott, Lucey & Wall, Inc. CPAs (1990 to Present)
- San Francisco, California
Tax planning and compliance services provided to various businesses including multi-state professional service corporations, closely-held corporations, foreign corporations, etc. Extensive experience in multi-state and international income tax issues for individuals and businesses. Manages the firms recruiting programs and staff training programs. Firm's lead specialist in multi-state issues (all of her clients are in all 50 states as a group) as well as local taxation (sales and use tax and other local taxes). Manages the firm's real estate practice (developers, landlords, investors, etc.).
California State University , Hayward, California
- Bachelor of Science Degree in Accounting awarded 1990
Certified Public Accountant, California 1992
Golden Gate University, San Francisco, California
- Masters in Taxation awarded 2004
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants (SF Chapter Board of Directors)
- Financial Women's Association
- Director Swedish American Chamber of Commerce
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