CLIENT PORTAL
CLIENT PORTAL

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

Our Partners

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, CFF, CFE

Argin Mahmoodi

Managing Partner

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

SHRM-CP

Stephanie Nelson

Chief Operating Officer

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, MM

Mary Jo Wiedey

Partner

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, CFE

Winnie Dang

Partner

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA

John L. Sadd, Jr.

Senior Partner

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA

Nassif Shammaa

Partner

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA

Kirby Higashi

Partner

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, MBA, CFP®

Steven Clement

Partner

/

Team

‍

‍

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, MST

David Nadel

Partner

Our Directors and Managers

CPA

Michael Basily

Senior Accounting Manager

CPA

Melody Daniel

Senior Tax Manager

EA

Heather Holmes

Tax Manager

EA

Jade Myles

Tax Manager

Lillian Gavio

Operations Manager

Secure Your Financial Future Today

Join the many individuals and businesses who have reached their goals through our innovative thinking and personalized strategy.