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Lou Battilana, MBA

Senior Tax and Professional Services Manager

Lou has been a consultant and preparer in all areas of taxation since 1983. He has been with Morling & Company since 1992. He offers a personalized approach in explaining tax and financial issues while posing clear alternatives to complex tax issues. He has specialized in real estate matters as well as individual and small business taxation.

He began his career at the national firm Price Waterhouse and taught individual taxation at the UC Extension while there. After Price, he joined the national firm Spicer and Oppenheimer which specialized in brokerage taxation as well as all other areas of tax.

Lou can be reached at 415-956-9500 extension 119 or by email at