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 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 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 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.
Shu is an advisor with experience in both accounting and auditing for the past six years. She works primarily with our business clients and is an avid researcher. She earned her Master's Degree in Accounting from the University of Illinois.
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 primarily provides support to 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 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.
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.