Andrew is a founding partner of Arete Advisors. Andrew is a member of the firm’s tax practice, focusing his efforts on transactional tax planning, tax consulting for entrepreneurs and middle-market companies, and tax examination representation. Andrew has in excess of 20 years in public and private accounting. Prior to forming Arete Advisors, Andrew was a partner at dbbMckennon, and began his public accounting career in the Orange County office of Deloitte where he focused on large corporate multinational companies.
Andrew is a Certified Public Accountant licensed in California, with an active membership with the American Institute of Certified Public Accountants. Andrew graduated in 1994 with a Bachelor of Science in Economics from University California of Los Angeles and obtained his Masters in Business Taxation in 2001 from the University of Southern California.
Tony is a founding partner of Areté Advisors and has over 20 years of experience practicing public accounting. Tony has an extensive experience in corporation, partnership and individual income tax planning and compliance for clients in various industries. He also has experience in a multitude of transactional issues including initial business formation, mergers and acquisitions, and reorganization. Tony also specializes in providing outsource services related to income tax provisions and uncertainty in income taxes for public and nonpublic companies.
Tony is a Certified Public Accountant licensed in California, with an active membership with the American Institute of Certified Public Accountants. Tony graduated with a Bachelor of Science in Business Administration - Accounting from California State University, Long Beach and obtained his Masters in Business Taxation from USC. Tony also holds Series 65 securities license.
In his spare time, he enjoys reading, playing racquetball, and spending time with his family of four.
Hilarie joined Areté Advisors five years ago. She is a partner of Areté Advisors and has over 10 years of experience practicing public accounting. She provides a variety of tax services to corporations, trusts, partnerships and high net worth individuals including income tax planning, tax return preparation, review, and IRS correspondence and representation.
Hilarie is a Certified Public Accountant licensed in California, with an active membership with the American Institute of Certified Public Accountants and California Society of CPAs. Hilarie graduated with a Bachelor of Arts in Business Administration - Accounting from California State University, Fullerton and obtained her Masters in Taxation from California State University, Fullerton.
Cody has been a team member of Areté Advisors since the firm’s inception, and currently works as one of the firm’s tax managers. He has experience working with individuals on their personal income tax filings, along with tax filings and compliance for various business-entity types. He specializes in foreign reporting and compliance for both individuals and businesses, and is well-educated on the filing requirements imposed on foreign activity.
Cody has nearly six years of public accounting experience; and, prior to joining Areté Advisors, worked for public accounting firm dbbMckennon. He graduated from University of California Irvine with his Bachelor’s Degree in Business Administration – Specialization in Accounting. Cody plans to pursue his Masters in Business Taxation.