As a San Francisco native, Jocelyn enjoys serving the Bay-Area community and providing her clients peace of mind when it comes to taxes. She seeks to build long term professional relationships with her clients as a tax advisor. Although she started her career serving high net worth individuals, she has broadened her individual practice to serve the greater community by preparing simple to complex individual, small to mid-sized business, and fiduciary income tax returns as well as estate and gift tax returns.

If you’re a tech employee with stock options, Jocelyn can provide insight to help you decide how many shares to exercise given the accompanying AMT tax liability and your particular cash flow needs, whether to hold or sell the shares after you’ve exercised by determining the break-even stock price given the long term capital gain tax rate, and discuss whether your holdings may be considered qualified small business stock for the ability to exclude up to $10 million of gain for federal tax purposes under IRC Section 1202.

If you’re no longer tied down to living in California and are considering moving out of state, she can advise you on the actions you can take to ensure a smooth transition for state income tax purposes. She can also provide insight on how your stock options will be taxed according to the state depending on whether your options were qualifying incentive options or nonstatutory stock options, and the dates of exercise or sale relative to your California residency status change.

If you’ve been preparing your own tax returns and have one or multiple rental properties, you may have been leaving significant deductions on the table with regard to depreciation. Jocelyn can review and amend your prior years’ federal and state tax returns for refunds if applicable.

Do you receive RSUs as part of your compensation? Do you invest in and sell cryptocurrencies or stock? You may have noticed that you’re owing significant amounts with your tax return filings and possibly incurring estimated tax penalties from late payment. Jocelyn will be able to help determine the minimum required quarterly estimated tax payments to optimize cash flow and also anticipate any amounts due with your tax returns months in advance for planning purposes.