Mr. Storey is a Certified Public Accountant with 16 years of experience in taxation and auditing. He is the tax partner of Clare & Storey, a firm of professional accountants and retirement plan consultants.

• His experience includes:
• Individual tax compliance and planning
• Partnership and corporate taxation
• Estate tax compliance
• Fiduciary income tax compliance
• Real estate accounting and taxation
• Financial institutions and related service entities
• Tax aspects of litigation support Representation before the Internal Revenue Service
• Planning and tax analysis of tax free exchanges
• Multi-state taxation

Mr. Storey's professional experience includes five years with Joseph Clare and Company and five years with the East Bay firm of Wallace Meyer & Company

• His recent professional assignments include:
• Tax planning and compliance for real estate ventures financed by the Boston Company and Wells Fargo Realty Advisors
• Financial audits of indemnity and capitation type insurance companies
• Tax planning and compliance for foreign corporations doing business in the U.S. and domestic corporations doing business overseas

Mr. Storey holds a Bachelor of Science Accounting degree from San Francisco State University.

E-mail: jstorey@clarecpa.com