Nathan has practiced public accounting since 2007. He provides individual, trust, gift, and estate tax compliance and consulting services for entrepreneurs, executives, and individuals. Nathan also provides international tax compliance services to US individuals living abroad, foreign nationals living in the United States, and closely held international businesses.

Nathan is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining the firm, he spent 10 years at a Big Four firm.

Involvement

• American Institute of Certified Public Accountants (AICPA)
• California Society of Certified Public Accountants (CalCPA)
• Society of Trust and Estate Practitioners, member
• Santa Clara County Estate Planning Council, member