OUR TEAM

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.

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 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 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.

Xiaoxiao serves our individual and business tax clients. She has extensive experience with high net worth individual, complex business and multi-state taxation. As an advanced tax researcher, she navigates through the complexities of tax regulations with meticulous precision. She earned her Masters Degree in Accounting at Washington University in St. Louis and is a licensed CPA. 

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. 

Thuy has seven years of tax experience including partnerships, general accounting, state income tax, and estate & trust tax, and joined DTA from PricewaterhouseCoopers. Thuy works with complex individual taxes, Partnerships and Trusts at DTA. Thuy is an enrolled agent (EA) and UW graduate. 

Cathy provides accounting services to many of our business clients and also with managing our office. She also provides support of tax return processing during tax season. Cathy has a wealth of accounting experience at both large and small companies.

 Akilah has nearly 20 years of experience with individuals, small business owners and not for profit organizations. Her advising motto is “don’t let the tax tail wag the wealth dog”. She especially enjoys researching federal and state tax credits in addition to representing clients before the IRS, Washington Department of Revenue and other tax agencies as needed.