Chris: CPA, CMA, President
Chris has over thirty year's experience in tax, accounting, financial planning & business consulting in addition to experience as both a controller and chief financial officer in industry. He brings not only the background knowledge of a CPA and CFO but also real world experience in running multi-million dollar businesses. Chris primarily advises individual and business clients on a variety of tax, financial and operational areas while he also oversees the growth and development of our team.
Diana: CPA, Tax Manager
Katherine: Business Services Manager
Diana: CPA, Tax Manager
Diana serves our trust, estate and individual clients. She provides advisory and tax compliance services to many of our more sophisticated, high net worth clients. Diana's industry experience as Controller and CFO, provides depth and understanding in her ability to help clients with important financial decisions.
Melody: EA, Tax Manager
Katherine: Business Services Manager
Diana: CPA, Tax Manager
Melody works with our individual and business clients throughout the tax compliance and planning processes. Melody has many years of experience and a wide range of expertise in a number of tax topics including foreign reporting and equity compensation. She is an extensive researcher who can always find answers to the most complicated situations and oversees internal training for our team.
Katherine: Business Services Manager
Katherine: Business Services Manager
Katherine: Business Services Manager
Katherine and her team support our business and owners with both tax and accounting related services. She provides extensive research and expertise on many areas such as multi-state taxation, complex financial reporting and foreign compliance. Katherine's natural curiosity creates a constant learning environment for the team and is currently pursuing her CPA.
Ann: CPA, Senior Advisor
Ann: CPA, Senior Advisor
Ann: CPA, Senior Advisor
Ann has over forty year's experience with individuals, estates, trusts and partnerships. She supports primarily estates, trusts and individual clients with federal and state reporting requirements. She is also active and a leader in the trust and estate professional organizations in our area.
jeanine: Tax Advisor
Ann: CPA, Senior Advisor
Ann: CPA, Senior Advisor
Jeanine provides tax preparation and advisory services for many of our individual clients. She also assists with trust and estate clients and manages our IRS notice support. Jeanine has been with the firm for fifteen years and is a familiar face for many of our long-time clients.
Shu: CPA, Tax Advisor
Ann: CPA, Senior Advisor
Shu: CPA, Tax Advisor
Shu is an advisor with experience in both accounting and auditing for the past six years. She works primarily with out business clients and is an avid researcher. She earned her Master's Degree in Accounting from the University of Illinois and is currently in active pursuit of her CPA.
Kevin: Tax Advisor
Michael: Administration and Systems Senior
Shu: CPA, Tax Advisor
Kevin provides business and individual tax as well as accounting services. Kevin is also a Certified QuickBooks ProAdvisor and is an extensive researcher in specific tax areas. Kevin has a Master's Degree in Accounting from the University of Washington and is currently pursuing his CPA.
Ines: Tax Advisor
Michael: Administration and Systems Senior
Michael: Administration and Systems Senior
Ines is the newest member to our team and primarily supports our individual tax clients. She is proficient in many areas of tax including foreign taxation. She has a Master's Degree in Accounting and Taxation which she earned at LMU Munich in Germany. She is a certified European Tax Advisor and is pursuing her Enrolled Agent credential.
Michael: Administration and Systems Senior
Michael: Administration and Systems Senior
Michael: Administration and Systems Senior
Michael supports the entire team in all technological, administrative and procedural areas. He is our primary point of contact for client services, data security and process improvement. Michael is currently working towards his Bacehlor's Degree in Business Management - Information Technology.