Firm Partners
All
of our partners have strong backgrounds in general accounting, income
tax, and financial planning. However, over the years, each partner
has developed at least one specialty to allow us to be a full service
firm.
Summarized below is a brief description of our partners and their respective specialties:
JOANNE BERTOZZI |
|
Graduate of: |
California
State University, Stanislaus |
Position: |
Client Service Partner and Litigation Services Department |
Service Specialty: |
Expert witness and assisting attorneys with mediation and litigation in Family Law matters; Income taxes - individual and business |
PATRICIA K. JOHNSON |
|
Graduate of: |
San Francisco State University |
Position: |
Client Service Partner |
Service Specialty: |
Income Taxes - individual, non-profit, trusts and estates |
SCOTT E. LITTMAN |
|
Graduate of: |
California State University, Chico |
Position |
Managing Partner |
Service Specialty: |
Representation of high net worth individuals and their businesses in tax and accounting matters including, tax planning, tax preparation, tax controversy, succession planning, business buy/sell/restructures, attestation audits and estate planning |
RICHARD A. SCHILLER |
|
Graduate of: |
University of San Francisco |
Position: |
Client Service Partner and Head of Litigation Department |
Service Specialty: |
Accounting and auditing; expert witness and assisting attorneys with litigation matters |
ROBERT L. SCHILLER |
|
Graduate of: |
University of California Berkeley - Phi Beta Kappa, Summa cum Laude |
Position: |
Client Service Partner and Head of Tax Department |
Service Specialty: |
Income tax specialist - closely held businesses and high net worth individuals |
JEFFREY P. WILCOX |
|
Graduate of: |
California
State University, Chico |
Position: |
Client Service Partner |
Service Specialty: |
Representation of high net worth individuals and their businesses in tax and accounting matters including, tax planning, tax compliance, tax controversy and attestation audits |
