Bill brings more than 30 years of experience between public accounting and the California Board of Equalization. He was formerly a Partner at two Big 4 accounting firms, focusing on sales and use tax issues.

Bill has extensive multi-state audit defense and consulting experience for numerous clients located throughout the country. Additionally, Bill has managed numerous sales and use tax refund analysis projects for large clients in wide range of industries including high technology and healthcare . Bill has also focused on the streamlining and automation of organizations’ sales and use tax processes.

Bill has been a speaker on sales and use tax topics for associations including the Tax Executives Institute, Institute for Professionals in Taxation and National Business Institute. Bill graduated from San Diego State University with a Bachelor of Science in Accounting.
Bill is a member of the California Society of CPAs and the Institute for Professionals in Taxation (IPT).