Kim Pham

Kim joined the firm in 2022, joining us from BDO USA, LLP, Mobileum Inc. and Jerome Bellotti & Associates.  Her audit experience includes working with government, public, non-public and non-profit clients.  She also has outsource AP accounting experience, working with a client in the tech industry.

Kim attended UC Davis for an undergraduate degree in Biochemistry and Molecular Biology, and attended Santa Clara University for the CAAP program, getting a certificate in accounting.

Outside of work, Kim spends time with her husband and her dog, spending time studying, reading and taking her dog to her favorite doggy park.  She’s also a big foodie, trying to master mom’s nostalgic recipes.

WanJun has been with SD Mayer since 2022, due to an acquisition with her former firm, Vocker Kristofferson and Co. CPAs.  She has been working in the accounting industry since 2019, working on both tax and audit teams.  Her tax focus has been on individual, corporations and nonprofits; her audit experience includes auditing analytical procedures, engagement planning and testing, preparing financial statements, adjusting trial balances and creating Independent Auditor Reports.

WanJun earned her Bachelor’s degree in Accounting from San Francisco State University in 2019.

Shelley has been with SD Mayer since 2022, due to an acquisition with her former firm, Vocker Kristofferson and Co. CPAs.  As the office manager for our San Mateo office, her role includes managing the staff, while also managing the production process for the tax and audit work that flows through the office.  She has over a decade of customer service experience where she worked in the formalwear industry.  At High Bridge Arms, she took care of their books, accounts payable, accounts receivable and payroll, along with ordering supplies and merchandise.  Shelley also worked at Notre Dame Elementary School, where she worked with the Sisters of Notre Dame to close the year-end books.

Michael has worked in accounting and finance for over 15 years, including Novogradac & Company, Wells Fargo and Vocker Kristofferson and Co, which was acquired by SD Mayer in 2022.  He works with individuals, partnerships, corporations, high wealth individuals and families, and nonprofits.  He works with real estate, stock options, estate tax, small businesses and trusts.

Michael received a Bachelors degree in Economics with an Accounting emphasis from University of California, Santa Barbara, and earned a Masters degree in Taxation from Golden Gate University.

Marianne co-founded her own firm in 1990, with eight years of experience at a large, local CPA firm.  In 2022, her firm, Vocker Kristofferson and Co. was acquired by SD Mayer.

Her experience has covered both the audit and tax areas for all of her client responsibility. Marianne holds a BS degree in business-economics from the University of California, Santa Barbara and a Masters in taxation from Golden Gate University, San Francisco. Her community involvement in various organizations includes serving as a board member of the San Mateo-Foster City Community Education Foundation, the Highlands Recreation District, and Music at Kohl Mansion. Marianne previously served as treasurer of the Rotary Club of Burlingame and of the Congregational Church of San Mateo. Marianne currently serves on the State Committee of the Accounting Practices and Accounting Standards and previously served on the State Peer Review Committee for two terms.

Francis has been with SD Mayer since 2022, due to an acquisition with her former firm, Vocker Kristofferson and Co. CPAs.  She is the glue that holds the office together, and performs all of the administrative duties like answering phones, data entry, scanning, assembling tax organizers and keeping the office tidy.

She studied Art at the College of San Mateo, and is a film enthusiast along with her husband.

Aaron has been with SD Mayer since 2022, due to an acquisition with his former firm, Vocker Kristofferson and Co. CPAs.  He has been working in the accounting industry since 2013, working on both tax and audit teams.  His tax focus has been on individual, partnerships, trusts, corporations and nonprofits; his audit experience focused on nonprofits and employee benefit plans.

Aaron received his Bachelors in Business Management in Economics from University of California, Santa Cruz.  He is a licensed CPA.

Greg has been with SD Mayer since 2013, a few months after the firm was founded, and overall 20 years of accounting experience. His focus is on tax return preparation and reviews for corporations, partnerships, trusts and individuals. Greg earned his Bachelor’s Degree in Accounting from San Jose State University, and also has his CPA.

Dina has been working in finance and accounting for over a decade and focuses on tax preparation for individuals, partnerships, corporations and trusts. Working in Cairo, Egypt she worked for BNP Paribas in the finance department analyzing fraud cases and applying legal requirements. Dina also worked for Thomson Reuters on the accounting support end, helping accounting firms use their tax software and providing support during the e-file season. Her Bay Area experience includes work at Robert Half, Hing Accountancy Corp, and Marcum. She served as a tax associate at Marcum for over a year, working with high net-worth individuals, working with partnerships, corporations and trust tax returns.

Dina has a Bachelor degree in Accounting and a Masters Degree in Taxation.

Helen has over 30 years of tax experience starting at PWC, and including Franklin Templeton Investments, Sensiba San Filippo and Brown Adams. She is the leader of the firm’s tax practice, meaning she’s responsible for hiring, strategic planning, production and billing, training and she serves on the leadership team, transition team and runs weekly department meetings.

Helen graduated with a bachelors degree in International Relations from Stanford University.

Carlos has been with the firm since 2018. Working with our outsourced accounting team, Carlos provides bookkeeping and bill pay support for his clients, which span all industries. He provides full-cycle accounting, financial statements, fixed asset schedule and recording of transactions in the G/L following GAAP principles. Carlos prepares Board presentations that communicate and support analytical findings.

Carlos graduated from San Francisco State University with a degree in accounting.

Elias has over 25 years of auditing and assurance experience, and became a certified public accountant in 2002. His audit experience includes nonprofit organizations, private businesses, broker-dealers and public companies. He is well-versed in all aspects of accounting, auditing and finance. Elias has been with SD Mayer since the inception of the firm in 2012.

Elias has a Bachelor’s degree in Business Administration, Accounting & Finance from Cal State East Bay.