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Tax Planning & Preparation

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Carl Uratsu, CPA

Carl Uratsu, CPA

Shareholder

Carl is a graduate of San Jose State University with a BS degree in Business, with an Accounting concentration. He has worked in Public Accounting since 1990, joining the firm in 1997. He holds Series 6 Investment Company Products/Variable Contracts and Series 7 General Securities licenses. Carl's areas of professional concentration include: individual, corporate, partnership and non-profit taxation. He also leads the team that performs accounting services.

 

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