Therese is a tax manager and financial planner. She earned her Bachelor of Science degree in Business Administration with an emphasis in Accounting from California State University, Long Beach and her Master of Business Taxation from University of Southern California. Prior to joining EP Wealth Advisors, Therese worked for a public accounting firm for 10 years. She provided federal and state tax compliance services, strategic planning opportunities and various other consulting services to privately-held businesses and their owners. Her experience also includes representing clients in IRS and FTB tax audits. She is a Certified Public Accountant licensed in California and is a member of the American Institute of Certified Public Accountants. In her spare time, she enjoys staying active and traveling with her husband and daughter.
Certified Public Accountant