Phil specializes in working with closely held, family-owned and managed businesses and in assisting family wealth transitions. He also has specialized expertise in serving commercial fishing, manufacturing and nonprofit organizations.
Bryce’s expertise is strategic business planning and overall financial functions for small to large-sized privately held firms. Bryce has industry experience in real estate, construction, maritime, commercial fishing, ERISA, manufacturing and distribution.
Jim provides tax services to a highly diverse mix of clients: including partnerships, individuals, and corporate business entities. He also consults on accounting issues, mergers and acquisitions, and business succession strategies.
Sabin’s work emphasis includes tax planning and business consulting services for closely held businesses and their business owners with a focus on technology and manufacturing industries, new business entity selection, and transaction planning. Sabin enjoys helping clients with federal and state tax incentives such as the research tax credits, international tax planning, and state and local tax planning.
Carrie Jo Umba provides comprehensive tax planning and compliance services to a diverse mix of clients, including their federal, state, and estate tax planning and compliance needs. She is seen as a valuable resource for clients in meeting their estate and gift planning goals.
Shawn has over 20 years of experience in public accounting with an emphasis in assurance and accounting services. Her expertise is in closely-held businesses, employee benefit plan audits and strategic business planning. Shawn values building and maintaining long lasting client relationships.
Brandon specializes in working with closely held, family-owned and managed businesses and in assisting family wealth transitions. With expertise in commercial fishing and real estate, Brandon looks to help you make a difference.
Danny primarily oversees assurance services to a diverse group of privately held entities with a focus in maritime and commercial fishing, manufacturing, construction, and benefit plan audits. He values helping clients solve new challenges as their businesses develop and evolve over time.
Monica provides tax and consulting services to clients in a variety of industries: real estate, construction, restaurants, HVAC, dentistry, and estate organization. She enjoys working with a diverse group of clients and helping them with both today’s needs and planning for the future.
Orion specializes in providing federal and state tax consulting services to high net worth individuals as well as closely held businesses. He enjoys working with clients in a variety of industries, including real estate, construction, manufacturing and tech.
Xinyue is involved with tax returns for individuals, corporations, partnerships, trusts and estates, and consultation services for clients in a variety of industries, including technology, real estate and health care. Xinyue is currently working towards her CPA license.
Don is a tax expert and provides tax planning and advisory services to closely held businesses and their owners including individual, partnerships, corporate, fiduciary and foreign.
Mary Anne focuses the majority of her time on helping her clients with business succession strategies, trust and estate organization and income tax planning.
Jennifer specializes in attest services of financial statements of for-profit companies including manufacturing, distribution, professional services, real estate and health care. In addition, she is skilled at providing attest services for retirement plans and also provides business advisory services in the areas of internal controls, financial projections, business plans and fraud assessment.
Brad specializes in providing highly personalized service to the entrepreneur, individuals with complex tax issues, Canadians living in or doing business in the United States, Americans living in or doing business in Canada, other emigrants or immigrants, and those with estate planning and tax compliance needs.