About Tonneson

Our People

Name: Yasmin Causer, CPA, PFS, CFP, MST

Title: Tax Manager

Education: Bentley University,
Golden Gate University (MST)

"Yearn to understand first and to be understood second."
(Beca Lewis)

• Areas of Emphasis: Over 15 years of experience in public accounting focusing on tax compliance and planning (tax return preparation, projection of tax liabilities and identifying tax saving opportunities). Financial and Estate Planning (Capital resource planning, Prioritize goals and devise plan to achieve them). Family Office Services ( Customized service for high net worth individuals and families. Usually involves information management, compiling reports to assist in analyzing investment performance and coordinate information sharing among advisors).
• Why Public Accounting: To assist clients to manage their financial lives by providing meaningful analysis and information to enable them to make educated decisions.
• Tonneson Experience: Tonneson + Company provides an environment that recognizes individual skills and strengths and makes available the opportunities and resources to develop these skills to their highest potential. It is a "Team" environment where everyone has a role to play.
• Above and Beyond: Served as a go between feuding family members in estate administration issues and helped ease communication between them.
• Outside of work: Besides spending time with my family and friends I like to run and do yoga. In addition, I participate as a member of our town's SEPAC (Special Education Parent Advisory Council). The goal of this organization is to provide information, resources and education to parents of children with learning differences.
• Someday I will: Run a marathon.