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Headshot of Brian Lindsay Wachs
Brian Lindsay Wachs

We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.

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Meeting Preference: In Person, Phone

Languages: English

How I Can Help You

I have been. a CPA since 1975. I have advanced through the ranks to Partner in several of the largest accounting firms in the world. I have also worked as a CFO in private industry for a small business, where I had hands on experience, dealing with day to day problems. I have taught accounting and taxation at both the undergraduate and graduate levels. I possess a masters degree in taxation. I spent the most recent part of my career acquiring and managing my own CPA firm here in the Coachella Valley. Over the last 15 years, I have broadened my experience. In addition to the technical challenges of the profession and client relations, I was involved with human resources, marketing and management. Having all small business clients, I have helped them over the years in a myriad of ways, including tax planning, budgeting, cash flow analysis, and understanding accounting reporting as a planning tool.

Areas of Expertise

  • Accounting & Finance
  • Bookkeeping
  • Budgeting
  • Cash Flow
  • Financial Literacy
  • Tax Planning

Industry Experience

  • Accounting & Tax Services
  • Nonprofit
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73-733 Fred Waring Dr,
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Palm Desert, CA 92260
(760) 773-6507

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