Janet Pelton, CPA

Managing Partner, Tax Services

 

Professional Experience

General

Practitioner in public accounting for over 30 years providing income tax and estate tax planning and preparation services to individuals, partnerships, and corporations.

 

Estate and Trust

Estate and trust specialist assisting executors and trustees with the administration of over 500 estates and trusts during the past 30 years, including providing such services as estate, gift, and income tax planning and preparation, estate and trust accountings for the court, trust management including interpreting the terms of estate and trust documents for trust funding and distribution purposes, and wealth transfer planning by individuals to existing and future generations.

 

Education

California Polytechnic State University, San Luis Obispo, California
Bachelor of Science, Business Administration, 1977

 

Professional Credentials & Memberships

Licensed Certified Public Accountant in California, October 1980
Member of American Institute of Certified Public Accountants
Member of California Society of Certified Public Accountants
Member of Stanislaus County Estate Planning Council (President 1988-1989)