About Me

I have a tax consulting practice focused on cooperative issues and other business and individual tax matters. I have provided tax consulting, compliance and tax provision services to many businesses, including cooperatives and non-cooperative enterprises in food production, manufacturing, distribution and retail, rural electric and telephone, Farm Credit System agricultural lending, banking and financial services. I have had a broad range of experience with all types of cooperatives and non-cooperative businesses, including sole proprietorships, partnerships, limited liability companies, C and S corporations. I have also worked extensively with individuals, providing assistance in income tax, retirement, estate and gift, and financial planning. I also work with clients in equine related businesses. My professional tax accounting experience has spanned over 35 years.

Professional & Industry Experience

I was with KPMG for over 32 years, and a tax partner for over 23 years, in the Seattle and Sacramento offices. I led KPMG’s Cooperative Tax practice from 2000 to 2009. I have had my own tax practice since October 2009. I am a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

I have substantial experience providing planning federal and state tax work to many clients. I have also provided subject matter knowledge and guidance on cooperative issues. I am a former Chair and a current member of the Legal, Tax and Accounting Committee of the National Council of Farmer Cooperatives (“NCFC”). I am also a former Chair and a current member of the Tax Committee of the National Society of Accountants for Cooperatives (“NSAC”). I am also past board member of NSAC’s National board and Far Western Chapter. I am a frequent speaker concerning tax issues related to cooperatives at annual meetings of the NCFC and NSAC. In addition, I am a periodic contributor of articles on current developments in cooperative taxation for the NSAC’s “Cooperative Accountant” publication.

My Mission

My mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of my clients' needs through careful listening, relevant research and sound analysis. I am dedicated to meeting these goals with high standards of excellence and professionalism. I have been actively involved in the business community for years, and pride myself on the level of esteem I have earned.

My dedication to hard work has earned the respect of the business and financial community in and around the area. I believe this to be directly related to my responsiveness to my clients. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Castanias CPA receive competent and timely advice.

I look forward to
hearing from you.

I welcome any questions or comments you may have.