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Fellom and Solorio Law Offices
Distance: 0.1 Mi500 Sansome St Ste 301
94111-3217 San Francisco -
Micro Counsel
Distance: 0.2 Mi268 Bush St # 200
94104 San Francisco -
George M. Rush
Distance: 0.2 Mi220 Montgomery Ste 411
94104 San Francisco -
the Law Offices of Roger L. Meredith
Distance: 0.2 Mi220 Montgomery St Ste 496
94104-3450 San Francisco -
David Lipson
Distance: 0.2 Mi1 Maritime Plaza Ste 400
94111 San Francisco
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Description
Sally has over 30 years of bookkeeping experience. After receiving her degree in Economics from Cal State East Bay (formerly Cal State Hayward), Sally began working with Charlie and his father. In addition to providing accounting and notarial services to Charlie, Sally handles the bookkeeping for other solo practitioners, small businesses, and real estate managers, and also assists clients in drafting personal and corporate income tax returns.
Charlie's 30 years of experience working with individuals, couples, and families on all stages of the estate planning, probate, and trust administration process, coupled with his mediation training and experience as a marriage and family therapist specializing in grief and loss issues, gives him a unique and useful perspective on the challenges that face estate planning professionals in their work.