Kyle Vineyard started his accounting career working almost exclusively with corporations, specializing in comprehensive tax consulting and compliance services for a wide variety of clientele. After three years, Kyle moved to the individual side of the business where he has been able to work one-on-one with clients.

“I’m very fortunate to have a career where I get the opportunity to build relationships with people and then help them achieve their financial goals,” he says. “The great reward of my job is providing people with security and peace of mind when it comes to their financial life.

“I’ve always believed that my job is to serve as an individual’s Chief Financial Officer,” he continues,  “so I see myself as a trusted advisor who oversees the financial aspects of my clients’ lives.”

Today, Kyle specializes in tax issues related to closely held businesses, high net-worth individuals and multi-generational family groups. His experience and expertise involves complex estate planning strategies and working with his clients’ advisors on a cohesive and comprehensive strategy.

“The key to successfully helping my clients is listening,” he explains. “After I hear their concerns and goals, I can begin to prioritize a personalized plan and solution that is unique to them.”

Kyle’s first exposure to accounting came while he was a student at the California State Polytechnic University at San Luis Obispo and he entered the profession immediately after matriculating in 1999. He became a Certified Public Accountant in 2003 and is affiliated with the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Kyle and his family make their home in Dublin, CA.

Kyle Vineyard:
kvineyard@edllp.com
415.362.5990 ext. 1261