About Our Firm

David Paddock leads the Tax Department at PADDOCKCPA. He has more than 25 years of experience assisting individuals and small businesses with tax planning, consulting, and meeting compliance obligations. David works directly with small business owners on tax reduction and deferral, tax audit strategy, and retirement savings. He currently spends considerable time working with real estate limited liability companies, high-income earners, and California registered domestic partners.

David has the following representative experience:

• Assisted clients in reducing their California income tax by analyzing the federal and California tax implications resulting from community property rules and the married filing jointly versus married filing separately filing statuses
• Consulted with flow-through entity owners concerning the tax efficiency in making the California passthrough entity tax election and the resulting credit carryforward
• Prepared year-end income tax projections to determine the optimum wage for small business owners while paying particular attention to how it affects the client’s deductions for qualified business income and the California passthrough entity tax
• Provided expeditious preparation services for a U.S. citizen living abroad required for filing several Foreign Bank Account Reports, Annual Information Return of Foreign Trust, and Annual Return to Report Transactions with Foreign Trusts
• Secured a $10,000 penalty abatement for a client’s failure to timely file a foreign information return
  David is originally from Tulsa, Oklahoma, and has lived in Washington, D.C., and Orange County, California, and currently lives in Los Angeles. He enjoys reading, traveling, studying French, and strength training.

Certificates

• Certified Public Accountant (California)
• Personal Financial Planning Certificate (UCLA)
• Certified Valuation Analyst

Education

• Master of Taxation, The University of Tulsa
• BSBA in Accounting, The University of Tulsa

Professional Organizations

• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants

Lisa Jones is a full-charge bookkeeper and leads the Client Accounting Services Department at PADDOCKCPA. She has extensive experience assisting clients with processing customer invoices and paying vendor bills. Lisa also assists clients with tax information reporting requirements, such as Forms W-9, 1099-NEC, and 1099‑MISC. She is currently working with a couple of clients to bring their bookkeeping up to date, which the firm’s Tax Department will use for tax planning, projections, and compliance work. She is also working with a client to track revenue and expenses by the project to analyze job profitability and maximize the company’s profits.

Lisa is originally from Los Angeles and moved to Tulsa, Oklahoma, in 1994, shortly after graduating from Langston University with a Bachelor of Science in Biology. Lisa is currently studying for the QuickBooks Online Certified User Certificate.

She enjoys spending time with family, reading, walking, and volunteering with Reading Partners, which is a national nonprofit organization providing students with reading support to read at grade level by the fourth grade.

Jose Manny Luis Gonzalez is the office manager at PADDOCKCPA and handles Client Services. He has several years of customer service experience and supports the firm by assisting clients with phone calls, emails, and scheduling appointments.

Manny is originally from Oaxaca, Mexico, but lives in Los Angeles. He likes spending time with his family and his three rescue dogs.