Barbara is a partner in the Squar Milner Tax Department. She has 34 years of extensive experience providing tax and accounting services to individuals, as well as partnerships, trusts and other business entities. The services she provides to her clients include compiled and reviewed financial statements, personal and business tax planning and tax compliance. She is particularly knowledgeable with accounting aspects of professional firms, particularly law firms, and has spent years helping professional service firm clients within their respective industries, including high-net-worth individuals, law firms and their partners and closely held entrepreneurial companies.
Barbara started her career as a senior auditor with a national firm. She then became a manager at Wilson, McCall & Daoro, and later one of the partners of Daoro Zydel & Holland, one of San Francisco’s leading local CPA firms. When DZH merged with Smith, Lange & Phillips LLP, Barbara became one of the partners in the newly formed firm, DZH Phillips. She joined Squar Milner as a partner in firm when they merged with DZH Phillips in 2018.
- Bachelor of Science in accounting from California State University at Hayward
- Master of Science in taxation from Golden Gate University
- Certified Public Accountant, California
- Member, the American Institute of Certified Public Accountants (AICPA)