Profile

With a desire for travel and adventure, Vanessa joined the Army as a linguist following high school graduation in Orlando, Florida. After graduating from one of the first co-ed Army basic training courses, she attended the Defense Language Institute in Monterey, California, first for German, and later for Vietnamese.

After completing her service, Vanessa attended and graduated from Cal Poly San Luis Obispo, always working part-to-full time with a full college course load. It was here that her accounting career began as a part-time accounts payable clerk for a well-loved, local non-profit, and eventually progressed to roles as Accounting Manager, Controller, Treasurer, and CFO with subsequent organizations. Vanessa is a licensed Enrolled Agent (IRS) and Certified Bookkeeper (AIPB).

Having fallen in love with San Luis Obispo County during college, Vanessa and her husband decided to make Templeton their home in 2000, and enjoy camping, hiking, and the wonderful outdoor activities available on the Central Coast.

As a wife and mother of three, giving back to the community is of vital importance. Our firm is proud to have had the opportunity to support these charitable organizations in 2017, either with time commitments, monetary donations, or both:

  • Templeton High School Athletic Boosters
  • Templeton High School Drama Club Stage Door Sponsor
  • Templeton Middle School PTO
  • Templeton Youth Soccer Association (Oreos Team Sponsor)
  • Templeton American Legion Post 220 Cemetery Wreaths for Vets Program
  • United Blood Services, Gold Hero Donor

We support business in general, and the tax and accounting professions specifically, through memberships in these organizations:

  • Better Business Bureau of the Tri Counties (Accredited Business)
  • Templeton, Paso Robles, and Atascadero Chambers of Commerce
  • National Association of Enrolled Agents
  • California Society of Enrolled Agents
  • National Society of Accountants
  • National Association of Tax Professionals
  • American Institute of Professional Bookkeepers (AIPB)
  • SLO County Builders Exchange
  • Cal Poly Alumni Association