Margaret Chen, CPA
Founding Partner & Managing Director
With 30 years in public accounting, Margaret leads firm strategy and personally advises our largest clients on tax and growth.
David Alvarez, CPA
Founding Partner, Audit & Assurance
David built our assurance practice from the ground up and is a trusted voice on financial reporting and internal controls.
Sophia Reyes, CPA
Partner, Tax Services
Sophia specializes in multi-state and international tax, helping clients navigate complexity while minimizing liability.
Priya Kapoor, MBA
Director, CFO Advisory
A former startup CFO, Priya turns financial data into clear strategy through forecasting, dashboards, and fundraising support.
Liam Nguyen, CPA
Senior Manager, Bookkeeping
Liam leads our outsourced accounting team, delivering clean monthly closes and reliable payroll for hundreds of clients.
Jasmine Taylor, JD
Director, Estate & Trust
Jasmine combines legal and accounting expertise to guide families through estate planning and wealth transfer with care.