Jeanne Max, CPA

Specialties: Real estate investments including tax-deferred exchanges; estate and trust taxation; small business consulting; internal control for small businesses; tax aspects of divorce

Bio: Jeanne’s first career was as a special education teacher in Michigan. After moving to San Diego in 1973, she completed accounting and business classes at the graduate level at San Diego State University. Three years of accounting experience with a large international firm convinced her that she wanted to work in a smaller practice, more conducive to personal service and care. She joined Ed Gergurich in 1979, having received her CPA license, and soon became a partner in their firm, Gergurich and Max. (Following Ed’s death in April 2003, the name of the firm was changed to Jeanne Max and Associates.)

Jeanne has integrated her teaching experience into her accounting career by teaching accounting seminars for SCORE (SBA workshops). She is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants, Active Corps division of the Service Corps of Retired Executives (ACE), and the Tax Division of the AICPA.

Jeanne has a daughter who teaches English in Kochi, Japan and a son who is a college student. She enjoys reading, walking her dog at Mission Trails, browsing antique stores, and always has a jigsaw puzzle in progress.