Linda is a former Internal Revenue Agent and a Summa Cum Laude graduate of Fairleigh Dickinson University. She has over 20 years of experience in: complex federal and multi-state income tax return preparation for all entities (individual, corporate, LLC, partnership, fiduciary, exempt organization, gift, estate, closely held businesses, private foundations, non-profit organiza-tions); representation of taxpayers for audits of federal and state returns; payroll, sales, and use taxes; tax planning; tax research; development and maintenance of tax policies and procedures; consulting to large companies; voluntary tax liability disclosure; and corporate tax nexus.
David joined Berkeley Tax in 2012. He brings to the firm a background in tax, finance, consulting and leadership development, including twelve years of working in Tokyo. After receiving his BA and MBA from the University of Chicago, David went to work at Irving Trust Company (later Bankers Trust) at One Wall Street in New York. A few years into his banking career he was recruited by Nomura Securities in New York where he later managed the U.S. Corporate Finance Department. In 1997, his daughter Lily gently twisted his arm to accept a position in management consulting in Tokyo, a stepping stone to exciting experiences for everyone in the family. David’s son Jay has taken up the “Japan mantle” for the family, working for a Japanese conglomerate in New York.