Bret McMillan is a seasoned finance professional based in Riverside, California with over 30 years of experience in accounting and finance. As a licensed CPA in the state of California, Bret offers trustworthy, professional, and friendly tax preparation and personal financial planning services at responsible prices. He holds an MS in Taxation from San Diego State University and a BS in Business Administration from the University of California, Riverside. Bret's corporate finance skills include business unit FP&A management, business partnering, metrics, KPI's, dashboards, deal modeling, pricing, forecasting, and budgeting. He has extensive experience in IPO, software, telecommunications, semiconductors, medical device manufacturing, and financial services.

Apart from his professional achievements, Bret is a sports enthusiast and is particularly fond of open water swimming. He is a master swimmer (USMS) and enjoys spending his free time honing his swimming skills. Bret is a third-generation Riversider and has been an active member of the community, providing income tax preparation and financial planning services to his clients.

With his wide-ranging experience and expertise in corporate finance, Bret McMillian is an invaluable asset to his clients. His professional skills and friendly demeanor make him a popular choice among those seeking reliable financial planning and tax preparation services.