Our industry has forgotten about the client. Your CPA doesn’t sound happy to hear from you, and they’re slow to respond. On top of this, you’re not even sure you’re receiving the best advice. Seghetti Waxler believes it doesn’t have to be this way. Our firm is predicated on client service, ensuring that you receive the best quality advice from the friendliest staff in a timely fashion.
Seghetti Waxler’s CPAs and staff are friendly and speak in plain language. The tax code is complex. You need a firm that you feel comfortable working with to ensure your issues are understood.
At Seghetti Waxler, quality is our top priority. Our CPAs and staff are highly trained and capable, and each return goes through a rigorous quality control process before it’s ready to file.
Seghetti Waxler understands tax and financial issues need to be addressed ASAP. The latest technology is used to ensure efficient resolution of questions and issues in the most efficient manner.
Tom specializes in finance and taxation for small businesses, focusing on strategic planning, tax efficiency, and real estate. He also works with many individuals who hold real estate, receive equity compensation (RSUs, ESPPs, ISOs, NSOs), and have interests in pass-through businesses.
Outside of work, Tom reads as much as possible and tries unsuccessfully to keep up with his daughter, son and German Shorthaired Pointer. He’s an avid Bay Area sports fan, but not quite as big a fan as his wife, Lori.
Cristian specializes in taxation for partnerships, small businesses, investments, real estate and individuals. He has an affinity for complex, multi-tiered entities and tax research.
When he isn’t working in accounting, he stays in shape landscaping his yard and wrenching on his car. He’s involved with his son and daughters’ youth sports, their school and the family’s church.
Alan is a staff accountant focused on providing tax services to small businesses and individuals. He’s a graduate of Cal State Fullerton and a Scotts Valley resident.
Every Tuesday night, he trades in his 10-key for a hockey stick and a set of roller skates and shoots for the back of the net.
Ray is a dedicated tax professional who loves solving problems for our clients. He specializes in taxation for individuals and small businesses. He is a San Jose State University graduate and resides in Live Oak.
Outside of the office he enjoys surfing and soaking up the Santa Cruz sunshine.
Staci is our office quarterback. She spends her day juggling a myriad of tasks that keep our clients happy.
When she’s not busy keeping order in the office, Staci loves to go to a good country concert and take her son, Cruz, to the beach.
Shelly is our office admin and professional conversationalist. She’s a task-master that loves to make progress and she’s happy to catch up with our clients.
When she isn’t enjoying a great conversation at work, she’s busy corralling her 2-year-old grandson, Hudson. She lives in Scotts Valley with her husband, Frank.