Our People

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.

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.

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.

Chris specializes in assisting companies and their owners in a variety of industries and entity types. His responsibilities include managing tax compliance and planning, accounting for income tax, entity choice and accounting methods analysis. Chris focuses on providing measured and proactive tax solutions to clients’ business needs.

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.

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.

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.

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.

Lee, a Senior Manager on our Tax team, loves finding new ways to assist clients. He brings two decades of experience assisting clients with their business and personal needs.

Winnie is a skilled professional who has developed a wealth of expertise in working with closely-held businesses, individuals, estates, and trusts.

Marshall is a Supervisor in the tax specialty area at Hagen, Kurth, Perman & Co., P.S.  Marshall has a wide variety of experience in accounting and tax services dealing with closely held companies, individuals, estates, trusts, and not-for-profit organizations.

Flora is a Supervisor in the tax specialty area at Hagen, Kurth, Perman & Co., P.S.

Luke is a manager in our Tax Department. He focuses on advising small to mid-sized businesses, with an emphasis on those that are closely held or family-owned, navigating the complexities of tax planning and compliance for the business and their owners.

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.

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.

Mary Anne focuses the majority of her time on helping her clients with business succession strategies, trust and estate organization and income tax planning.