Management Team

💡​ Phuc Ly, EA
Executive Partner -​Strategy
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💰​ Theresa Plette, EA
Managing Partner - Finance
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⚙️​ Tri Hoang, EA
Managing Partner - Operations
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Office Team

💸​ Nancy Nguyen
Finance Manager

🏢​ Tessa Flashner
Office Manager
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Individual Tax Team

Business Team

⚖️​ Adam Cai
Individual Tax Specialist 
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⚖️ 🧮​ Anh-Thu Nguyen, EA
Business Tax Specialist & Senior Bookkeeper
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⚖️​ Dan Chao, EA
Individual Tax Specialist
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📜​ Fiona Fan
Individual Tax Associate
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⚖️​ Loc Nguyen, CPA
Individual Tax Specialist 
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⚖️​ Mark Newland, CPA, EA
Individual Tax Specialist
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⚖️​ Phuc Ly, EA
Individual Tax Specialist 
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📜​ Sam Patel, CTEC
Individual Tax Associate
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🧮​ ​ Bernadette Gelera
Senior Bookkeeper

🧾​ Cathy Ly
Junior Bookkeeper
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🧮​ Nikki Tran
Senior Bookkeeper
​​LinkedIn

🧾​ Sonia Parikh
Junior Bookkeeper

🧾​ Tessa Flashner
Junior Bookkeeper
​LinkedIn

🧮​ Thanh Nhan
Senior Bookkeeper

⚖️ 🧮​ Theresa Plette, EA
Business Tax Specialist & Senior Bookkeeper 
​LinkedIn

⚖️ 🧮​ Tri Hoang, EA
Business Tax Specialist & Senior Bookkeeper 
​LinkedIn