Bobby brings more than a decade of tax and accounting experience to his role, helping safeguard the company’s financial integrity and drive its continued growth. He oversees financial reporting, internal controls, and the month-end close process while providing leadership with accurate, timely insights that inform strategic decision-making.
Prior to joining American Tax Savings, Bobby served as a Senior Financial Analyst at The Walt Disney Company, where he supported the integration of the 21st Century Fox acquisition and provided financial reporting and analysis for Disney’s consumer products and merchandise licensing business.
Before joining Disney, Bobby held various roles at Solar Turbines, a Caterpillar company. During his tenure, he helped transition several regional operations to a centralized financial reporting system and led initiatives to streamline reporting processes and improve operational efficiency.
Bobby earned a Bachelor of Science in Business Administration with an emphasis in Accounting from San Diego State University. He is an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service and a QuickBooks Online ProAdvisor.
Outside of work, Bobby is a dedicated family man who values spending quality time with his wife and son. His commitment to family reflects the same reliability, care, and personal attention he brings to every client relationship. He also enjoys fitness, hiking, water sports, and traveling.