Tania Herbert
MBA
Chief Executive Officer & Founder
English · Spanish
Our team
You will know exactly who is doing your work
A named accountant who learns your business, a senior reviewer behind them, and a partner accountable for the engagement.
Se habla español. We also serve clients in Arabic, Korean, Mandarin, Cantonese, Hindi, Urdu and Armenian.
Leadership
Leadership
The people accountable for the firm and for your engagement.
Andy Hanna
Managing Partner
English · Arabic
Mina Shokralla
Managing Director of Operations
English · Arabic
Tax Practice
Tax Practice
Preparation, review, planning and representation.
William Lee
Tax Director
English · Korean
Jianyu “Leo” Xu
CPA
Senior Accountant
English · Mandarin · Cantonese
Viral Patel
CPA
Senior Accountant
Ramy Raoof
CPA
Certified Public Accountant
Shenouda Gayed
CPA
Certified Public Accountant
Muhammad Shaheer Anwar Khan
Senior Tax Associate
English · Urdu
Victor Gil
Tax Associate
English · Spanish
Marbella Diaz
Staff Accountant
English · Spanish
Accounting & Systems
Accounting & Systems
Monthly close, reconciliations and the technology behind them.
Rahul Ramchandani
Senior Accountant
English · Hindi
Priya Ramchandani
Accountant
English · Hindi
Shawn Nelson
Accountant
Payroll & Formation
Payroll & Formation
Payroll, compliance and new business set-up.
Frank MacLean
Payroll & HR Specialist
Ruby Jaimes
Payroll Specialist
English · Spanish
Alfredo Janampa
Corporate Formation Advisor
English · Spanish
Client Experience
Client Experience
Onboarding, scheduling and day-to-day communication.
Narda Barron
Director of New Business
English · Spanish
Smith Vera
Human Resources Manager
English · Spanish
Alissa Gaona
Executive Assistant
English · Spanish
Join us
We are usually hiring good people
If you are an accountant, Enrolled Agent or CPA who is tired of being a processing line in February, we would like to talk. We take on fewer clients per person than a volume shop, which means the work is more interesting and the season is more survivable.
- Fewer clients per accountant than a volume preparation shop.
- Real planning and advisory work, not only compliance.
- Continuing education supported, including EA and CPA study.
- A team that speaks eight languages and serves a community that needs them.
Let’s find out what you should actually be paying.
Thirty minutes with an advisor, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.