Estate Planning

Small business accounting and tax have been Sandra’s passion for over three decades. She has been a licensed CPA since 1991 and holds a masters degree in taxation from Golden Gate University in San Francisco. Staying up-to-date on the ever changing tax laws and continually educating herself is important to her so that her clients get the best service possible, and take advantage of the latest tax incentives in order to save the maximum allowable.

Sandra’s career in public accounting began in 1989 at Protti and Carrade CPAs in Larkspur, CA. In 1998 she was accepted into the tax department at Harb, Levy and Weiland, LLPs in San Francisco, CA, where she worked until opening her own practice in Sonoma, CA in 2008.

Sandra migrated to San Francisco in 1969 after completing her bacheolor’s degree in music from Miami University in Oxford, OH. She moved to Sonoma Valley in 1971 where she and her husband, Warren, lived and raised their four children. She feels extremely happy about being back in Sonoma Valley and looks forward to being a valued local resource for the tax and accounting needs of the community.