Carole graduated from Saint Mary’s of Moraga in 1998 with a Bachelor’s of Science Degree in Accounting. She spent the first two years of her career as an auditor, with a focus on local government and not-for-profit organizations, including preparation of their audited Comprehensive Annual Financial Reports. Carole’s early career included municipal finance management as a Finance Director and Assistant Finance Director.
After leaving public service in 2013, Carole has worked preparing hundreds of individual, business, and trust tax returns. Carole has been a California CPA since 2000 and a resident of Benicia since 1979.
Steven began his public accounting career in 2005 after graduating from California State University, Chico with a Bachelor’s degree in Business-Professional Accounting. He has gained experience in a wide variety of accounting services since then.
Steven specializes in tax compliance for individuals and small businesses. He also provides valuable tax planning and accounting services to his clients to meet their personal and business goals. Steven also has extensive experience in forensic accounting, using his investigative skills to uncover the financial facts of a situation. He is a business valuation expert and has earned the designation of Certified Valuation Analyst (CVA) from the National Association of Valuation Analysts (NACVA).
Steven is a member of the California Society of Certified Public Accountants. While not working he enjoys spending time with his family and staying active in the community.
Jenny graduated from CSU East Bay in 2012 with a Bachelor’s degree in Business Administration with an option in Accounting. She started her accounting career in 2014, which is when she met Steve. When Steve opened his practice in 2015, Jenny joined him from the beginning and that’s the origin story of Green CPA Firm. In 2017, Jenny earned her CPA designation. She enjoys the fast-paced environment during tax season; in the off season, she enjoys bookkeeping.
Outside of work, Jenny enjoys the warm sun, beaches, and hikes.