Ruby’s tax career began at a large regional tax firm in the Bay Area where she worked for over 14 years specializing in high-net-worth individual taxes.
Ruby has extensive experience with serial entrepreneurs, early technology company employees, executives, and general partners. She has spent much of her time working with clients and their financial advisors and estate attorneys on stock option planning, estate planning, other tax planning opportunities, and all related compliance filings.
Ruby holds a Bachelor’s of Science in Management Science (with honors) and Psychology (emphasis in Clinical Psychology) from the University of California, at San Diego. Ruby was the President of the CalCPA Peninsula Chapter in the 2020-2021 year and is a member of the American Institute of Certified Public Accountants.