All
Audit & Assurance
Leadership
Operations
Outsourced Accounting
Tax & Tax Planning
Wealth Management
Yasi Agah
Executive Director, 5 Buckets Foundation
Eric Anderson, CPA
Manager, Outsourced Accounting
Raghav Arora
Consultant, Outsourced Accounting
Greg Barber
Marketing Director
Angelica Beas
Tax Supervisor
John Benjamin
Director, Business Development
Greg Blanton, CPA
Senior Tax Manager
Dina Fanous
Senior Tax Associate
Stephanie Flores
Administrative Support & Office Services
Meixiao Gao
Staff Accountant, Outsourced Accounting
Brian Ham
Controller
M. Thérèse Hjelm
Director, Wealth Management
Kelly Hsu
Audit Senior
Claire Hyun, CPA
Tax Associate
Gail Jenkin
Firm Administrator
Helen Johnson, CPA
Senior Tax Manager
Carlos Mariona
Consultant, Outsourced Accounting
Cody Martin
Advisor, Wealth Management
Rowena Mason-Scipi
Client Systems Administrator
Stephen D. Mayer, CPA
Managing Partner & Founder
W. Noel McNabola, CPA, MS
Partner, Tax
Patrick McNabola
Consultant, Outsourced Accounting
Julie Mikesell, CPA
Supervisor
Wyatt Nelson
Chief Operating Officer (COO)
Ken Nguyen
Manager, Outsourced Accounting
Chell Norris
Tax Associate
Daniel P. Rush
Vice President, Wealth Management
Wai Kin “Allen” Tam
Senior Consultant, Outsourced Accountant
Elias Tarabay, CPA
Partner, Audit & Assurance
Hien Tran
Consultant, Outsourced Accounting
Michael Villalovos
Controller, Outsourced Accounting
Kevin Wang, CPA
Senior Audit Senior
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
Candice Yu
Consultant, Outsourced Accounting
Bonifacio Zablan
Professional Support Specialist
Xiaoting “Tina” Zhang
Staff Auditor
