One of the original founders, Bruce’s goal was to create a firm that provides fully integrated audit, tax and business consulting services to small and medium sized business. With this objective in mind, the Firm continues to pay full tuition for its audit and tax professionals who wish to pursue a Masters in Taxation. As a result, our professional staff are able to serve the entire needs of the firm’s businesses clients and their owners.
Bruce began his career at Touche Ross and Co. (now Deloitte) in 1970. His philosophy is to encourage all professional staff to “be the Partner” on all engagements and take a personal interest in the success of the Firm’s clients.
Bruce has over 40 years of experience in tax compliance, planning and advice to real estate, manufacturing, distributors and many other business clients.
Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart.
Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts.
Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company.
Jim provides services in a wide variety of income and estate tax areas. He has significant experience in stock option planning, estate planning, and trust and estate administration. He is an exceptional client resource on issues related to Alternative Minimum Tax.
Jim served as a Captain in the U.S. Marine Corps from 1964 to 1967. Prior to joining MMA in 1986, he was a tax partner with Ernst & Whinney (now Ernst & Young LLP). During his 16-year tenure, he worked in the National Tax Department in Washington D.C. and in San Francisco, and eventually became Partner-In-Charge of Ernst & Whinney’s tax department in Oakland.
Mildred began her career working for the Internal Revenue Service and credits that experience for her fascination with tax law. After nearly a decade, she left the IRS in order to help sail a 40-foot boat across the Atlantic Ocean. Upon her return she switched to public accounting, which turned out to be just the career she was seeking.
Mildred has been a partner at the firm for 20 years. She specializes in trust and estate administration and individual income tax work. In both cases, she provides tax planning and return preparation as well as audit representation when needed.
Mildred is often called in to help with difficult situations where there may be personal conflicts or where tax returns haven’t been filed for a number of years and enjoys working closely with the attorney community in the Bay Area.
Rob began his career with a four-year stint at the Internal Revenue Service auditing individuals and small businesses. He then joined Touche Ross & Co., where he worked closely with closely held businesses to assist them with their financial reporting and tax issues. Thereafter, he became the controller at Williams-Sonoma, Inc., a position he held when the company went public in 1983.
Rob has been a partner at the firm for 25 years. He works primarily in the area of business income taxes, including tax planning and preparation and audit representation before the IRS and FTB. He also provides litigation support and oversees many of the firm’s numerous law firm clients.
Rob likes to work closely with company management. His approach is hands-on and he is especially adept at sorting out complex tax or financial situations and penetrating to the core issues that really matter.