SoCo Tax & Cloud Accounting is a tightly-knit team that emphasizes client relationships. Our approach to client engagements is learning about the organization and its people. We help define goals and develop accounting systems that support your mission. This top-down approach eliminates wasteful steps and creates relevant reports that can be counted on to make decisions.
David is the founder of SoCo. He has over twenty years of experience working with accounting software and system design. David has a B.S. in Accounting and an MBA. His unique approach to working as a team member with clients is unique among an industry noted for slow responses. David is an expert at business process analysis and current on the latest marketing techniques for growing organizations. What starts as a quick consult for many clients often evolves into a long-term relationship with some of the best small business in the country.
Sylvia is Vice President of Marketing and Social Media. She is a native of Orange County, California. Sylvia attended Cypress College and has a BS in Organizational Leadership from Azusa Pacific University. She manages digital marketing and social media for our company. Sylvia is a licensed life and health insurance agent with Harmon Insurance Services, Inc.
Natalie is a cloud accountant who specializes in tax prep, accounting, tech integration, and cloud-based software. Our clients love Natalie because of her unparalleled attention to detail and relentless dedication to their goals. She is originally from Sacramento but now resides in Costa Mesa. When she isn’t working, she can probably be found at the beach. Natalie has a diverse taste in music and an impeccable fashion sense. She rocks the coolest glasses you’ll ever see!
Pierre helps his Dad run SoCo Tax every day. He wakes him up in the morning and makes sure he gets his coffee. He gives him the remote control so he can turn on the stock market channel. He lays down on his Dad’s feet all day to make sure he stays nice and toasty, as he is giving his clients the ultimate customer service experience online or on the telephone. Pierre lets his Dad know when the mailman or FedEx guy has arrived so that he can receive his mail or his Dad can send something out ASAP. Pierre also lets his Dad know when it’s lunch time so that Dad doesn’t miss a meal, or Pierre for that matter.