Alicia’s experience includes comprehensive tax consulting and planning services for high net-worth individuals, corporations, partnerships, estates and trusts. As a DZH Phillips Senior Manager, Alicia works primarily with closely held businesses, including manufacturing, retail, private equity, venture capital, real estate investment, farming and professional service providers.
Prior to joining our team, Alicia acquired a wealth of experience with Deloitte and other regional firms. Alicia earned a Bachelor of Science degree in accounting from San Francisco State University, and she is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (Cal CPA) and CPA Associates International (CPAAI).
Her mission is to be a trusted business advisor to her clients and she is passionate about learning all aspects of their businesses, including opportunities and challenges that lead to success. She is committed to “always putting what is best for the client first.” In her spare time, Alicia likes to play badminton, dance West Coast Swing and spend time with her family.