Management Team

💡​ Phuc Ly, EA
Executive Partner -​Strategy
LinkedIn

💰​ Theresa Plette, EA
Managing Partner - Finance
LinkedIn

⚙️​ Tri Hoang, EA
Managing Partner - Operations
LinkedIn

Office Team

💸​ Nancy Nguyen
Finance Manager

🏢​ Tessa Flashner
Office Manager
LinkedIn

Individual Tax Team

Business Team

⚖️​ Adam Cai
Individual Tax Specialist 
LinkedIn

⚖️ 🧮​ Anh-Thu Nguyen, EA
Business Tax Specialist & Senior Bookkeeper
LinkedIn

⚖️​ Dan Chao, EA
Individual Tax Specialist
​LinkedIn

📜​ Fiona Fan
Individual Tax Associate
LinkedIn

⚖️​ Loc Nguyen, CPA
Individual Tax Specialist 
LinkedIn

⚖️​ Phuc Ly, EA
Individual Tax Specialist 
​LinkedIn

​🧮​ ​ Bernadette Gelera
Senior Bookkeeper

🧾​ Cathy Ly
Junior Bookkeeper
LinkedIn

🧮​ Nikki Tran
Senior Bookkeeper
​​LinkedIn

🧾​ Sonia Parikh
Junior Bookkeeper

🧾​ Tessa Flashner
Junior Bookkeeper
​LinkedIn
​
🧾​ Kat Huang
Junior Bookkeeper

🧮​ Thanh Nhan
Senior Bookkeeper

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

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