Senior Tax Manager
Education
BS Business Administration, concentration in Accounting, Sonoma State University
Enrolled Agent designation, licensed by the Internal Revenue Service
Interests
Cooking, true crime documentaries, and spending time with my five year old daughter
Biography
I have been with Nelson, Vogelheim & Phillips, LLP since early 2014 working primarily on individual tax returns. Prior to working in the financial sector, my previous work experience in the hospitality industry helped form my focus on customer service. While preparing returns for a wide range of clients at NVP, my focus has recently turned to strategic planning related to employee equity transactions. The tax consequences of vesting, exercising and selling stock options and other forms of employee equity are of keen interest to me. I enjoy engaging with clients as we work through the appropriate strategy in this area.
Core Beliefs in Serving Clients
My primary goal is to keep clients informed and up to date of their tax situation. I want clients to understand as much of the taxation process as possible, and to feel confident and in control of their finances. I think much of the anxiety people experience around taxes is triggered by the unknown.
Contact Info
e-mail: sbleeck@ffgwealth.com
Phone: 415-352-1100
Primary Location: San Rafael