Sheri Billings, CPA, CVA

Sheri has been with the firm since 1991.
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Practice Area
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Tax service
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Accounting
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Business Valuation
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Litigation Support
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Location: Santa Cruz Area
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Expertise
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Divorce Assistance
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Moore Marsden Calculations
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Asset Tracing
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Professional Affiliations
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California Society of Certified Public Accountants
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National Association of Certified Valuation Analysts
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International Academy of Collaborative Professionals
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Civic Affiliations
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Santa Cruz County SPCA
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ABC Committee CalCPA
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Education: University of the Pacific
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Ask Sheri About: The trip to Africa

Diane advises individuals and companies in the areas of tax, business, and estate planning.
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Expertise
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Estate planning
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Stock Option planning
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Charitable planning
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Trust and Estate planning
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Business Consulting
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Professional Affiliations
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California Society of Certified Public Accountants
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Citizens for Better Education - Treasurer
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Silicon Valley Better Business Bureau - Board Member
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Civic Affiliations
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American Cancer Society
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Co-Volunteer Chair California Division Relay for Life
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Building Volunteer Capacity Team Member
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Past California Division Relay for Life Lead Training Volunteer
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Cancer Action Network Legislative Ambassador
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Education: San Jose State University, Bachelor of Science: Business with Accounting concentration
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Ask Diane about: Her favorite lunch spot
Cate Miller, CPA, EA, MBA

Originally from Russia, Cate came to the US in 1991 as a foreign exchange student. Cate is also a part-time lecturer at California State University, Monterey Bay, currently teaching Advanced Accounting.
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Location
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Santa Cruz Area
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Silicon Valley
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Expertise
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Investment and Taxation
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Real Estate and Taxation
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Stock Option planning
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Charitable planning
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Trust and Estate Taxation
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Professional Affiliations
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California Society of Certified Public Accountants
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National Association of Enrolled Agents
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Series 7, 63 and 24 Security Licenses (currently inactive)
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Civic Affiliations
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Santa Cruz Ballet Theatre
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American Cancer Society's Relay for Life
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Education
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Santa Clara University, Master of Business Administration
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California State University, Monterey Bay, Bachelor of Science: Management and International Entrepreneurship
Gary McBride, J.D., LL.M. (Taxation), CPA
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Expertise
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Federal tax procedure
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Mergers and acquisitions
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Individual income tax planning
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Partnership tax, estate and gift tax and international tax
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Continually writes for and lectures to tax professionals
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Education
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Georgetown University - LL.M. (Taxation)
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Hastings College of Law - J.D.
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University of California, Berkeley, Bachelor of Science: Business with accounting and finance concentration