Susan has worked in both the accounting and tax areas of a public accounting firm as well as an administrative services manager for a local public agency. This background provides her with a unique understanding of many aspects of managing all aspects of financial and tax compliance.
Renato is an Enrolled Agent with +10 years of experience in Tax, Finance and Accounting. With a dual degree in Business Administration and Accounting, he brings a robust foundation to address your diverse tax requirements. Beyond the numbers, he is enthusiastic about fostering a client-centric approach, offering assistance and guidance to alleviate any tax-related stressors you may encounter.
Aldana specializes in tax planning and compliance. As an Enrolled Agent with a degree in Global Business Management, she has a unique set of tools to understand how businesses work and develop tax strategies tailored to each client. She is passionate about making taxes easy by providing expert tax guidance and robust analytical insights.
Hye holds an MBA, and is a licensed CPA in Hawaii. She brings over 20 years of experience in tax and accounting. She is committed to delivering accurate, personalized service and takes a client-focused approach, tailoring solutions to meet each individual’s unique needs. Hye has extensive experience dealing with complex taxation matters across various industries.
Natalie is an Enrolled Agent with 21 years of experience with all areas of taxation, accounting, and planning. With an Enrolled Agent Certification, Natalie is a federally-authorized tax practitioner and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits collections and appeals.
Gregg graduated from the University of California, Berkeley in 1975 with a B.S. degree in accounting. He holds a Certified Public Accountant license in California and is an AICPA Board Certified Personal Financial Specialist (PFS). After finishing at Cal, Gregg began his career with Ernst & Ernst (now Ernst & Young) in San Francisco. Gregg currently serves on a national task force charged with editing and validating the CPA/PFS exams for the American Institute of CPA’s. Gregg has spent his career working with complex taxation and financial planning issues.