Meet Our Team

Sonny specializes in:
Tax Planning for Small Businesses and Individuals.

Years in the industry:
35+ years

Fun fact about Sonny:
Sonny LOVES to dance, especially to Bhangra music! Sonny is also fluent in Hindi and Punjabi.

Pervaan specializes in:
Business Operations and Development, Growth and Marketing, Client Support, and Cryptocurrency

Years in the industry:
7+ years

Fun fact about Pervaan:
Pervaan is an adventurous foodie who loves beach activities like scuba diving and jet skiing. He’s into video games, riding his motorcycle and electric scooter, and enjoys watching anime and other TV shows with his wife. Pervaan prides himself on his ability to connect with any person, and he’s adept at optimizing businesses with his creative problem-solving. He speaks Punjabi, Hindi, and some Spanish.

Michael specializes in:
Accounting and Tax Services. Michael is a QuickBooks Certified ProAdvisor.

Years in the industry:
10+ years

Fun fact about Michael:
Mike loves to tinker with computers, radios, and other electronics. When he isn’t tinkering inside, he loves to get out to fish, kayak, or work in his vegetable garden.

Andrew specializes in:
Financial Statements, ERP Systems, and helping clients streamline and scale their accounting operations. Andrew is a QuickBooks Certified ProAdvisor.

Years in the industry:
19+ years

Fun fact about Andrew:
Andrew enjoys spending time with his son and daughter and collecting sports memorabilia. When he’s not working, he loves playing guitar and video games. Andrew is conversationally fluent in Spanish.

Nilufer specializes in:
Payroll Services, Sales Tax, and Workman’s Compensation Audits

Years in the industry:
20+ years

Fun fact about Nilufer:
Nilufer loves to sing and read. She is fluent in Urdu, Gujarati, and Swahili.

Hargobind specializes in:
Accounting, Taxes, and QuickBooks services. Hargobind is an Enrolled Agent (EA) with the IRS

Years in the industry:
8+ years

Fun fact about Hargobind:
Hargobind likes to travel and loves Indian music and food! Hargobind is also fluent in Hindi and Punjabi.

Babak specializes in:
Accounting and State Compliance Services

Years in the industry:
10+ years

Fun fact about Babak:
Babak loves nature and the outdoors! Babak is also fluent in Farsi and Azerbaijani.

Ji specializes in:
QuickBooks, Accounting, and Payroll. Ji is a QuickBooks Certified ProAdvisor and Enrolled Agent (EA) with the IRS

Years in the industry:
6+ years

Fun fact about Ji:
Ji speaks English and Korean. She has a passion for coffee, specifically lattes. She would love to get any recommendations!!

Kavin specializes in: Accounting, Taxation, and Audit
Certifications & Education: QuickBooks Certified ProAdvisor | Master’s in Accounting and Auditing

Years in the Industry: 4+ years

Fun facts about Kavin: Kavin is originally from Malaysia and brings a diverse international perspective to both his professional and personal life. He enjoys staying active through soccer and badminton, and loves traveling and exploring new places whenever he gets the chance. He speaks four languages, enjoys watching movies, and is currently a CPA candidate pursuing the next step in his accounting career. Professionally, Kavin has a strong interest in accounting, tax, and audit work, and enjoys helping clients bring clarity and organization to their financials.

Priyanshi specializes in: Accounting and Financial Review.

Years in the Industry: 5+ years

Fun fact about Priyanshi:
I love traveling and exploring historic royal places, as discovering their heritage and stories truly excites me. I also enjoy watching classic American sitcoms and rom-com movies, whether Hollywood or Bollywood. I’m an avid reader with a special love for fiction and magical-inspired worlds, and I proudly consider myself a Potterhead. Professionally, I’m passionate about accounting and taxation and enjoy connecting with clients and having meaningful financial conversations. I have keen attention to detail and ability to stay well organized, which helps me ensure accuracy and clarity in my work.

Surbhi specializes in: Accounting and Taxation.

Years in the Industry: 5+ years

Fun fact about Surbhi:
Surbhi is someone who’s always excited about the next adventure — she loves traveling, exploring new places, and making spontaneous memories with her friends. A true foodie with a serious sweet tooth, she’s always on the lookout for her next favorite dessert. While she enjoys being out and about, she equally cherishes her quiet time at home, where she can simply relax and unwind. Practicing yoga helps her stay balanced and mindful, while music serves as her everyday escape. She’s also naturally drawn to beautiful artwork and creative expression. Professionally, She is deeply interested in accounts, finance, and tax — she enjoys working with numbers, understanding financial systems, and finding clarity in the details.

Bhumi specializes in: Accounting and Finance.

Years in the Industry: 5+ years

Fun fact about Bhumi:
Bhumi is a passionate reader with a special love for fiction and thought-provoking novels. When she isn’t reading, she loves binge-watching classic American sitcoms and Netflix series. She’s also an adventure lover who enjoys trekking, and she has a habit of capturing sunsets from different angles, shades, and colors, creating her own little sunset collection. Bhumi is also a strong badminton player and a naturally quick learner. She is highly enthusiastic about the accounting and finance field and is currently working toward earning multiple certifications to further strengthen her expertise.

Divya specializes in: Accounting and Taxation.

Years in the Industry: 7+ years

Fun fact about Divya:
Divya loves dancing and enjoys spending quality time with friends. She’s a true foodie who’s always excited to try new cuisines and explore hidden food spots. She enjoys travelling to new places, discovering local cultures, and capturing memories along the way.
Divya also has curiosity for solving finance and taxation-related challenges, she genuinely enjoys cracking complex problems. In her downtime, she loves watching rom-coms, thriller movies. She also enjoys reading, listening to music, and occasionally relaxing with a good cup of tea and a light comedy show.

Joanna specializes in: QuickBooks, Client Support, Client Organization and Onboarding. Joanna is a QuickBooks Certified ProAdvisor

Years in the Industry: 5+

Fun fact about Joanna: Joanna grew up in Northern California at the base of the Sutter Buttes on an almond farm. She raised cattle and livestock. She is a former state champion Team Roper and competitive Barrel Racer. She loves horses and working on the ranch during harvest and branding season with her family. Joanna studied music and voice for 10+ years, and enjoys practicing her piano.

April specializes in:
AR/AP, Client Support, Social Media Marketing, and Project Management

Years in the industry:
12+ years

Fun fact about April:
April enjoys creating custom balloon displays that add an extra touch of magic to any event, as well as whipping up mouthwatering treats that leave guests craving more. When she’s not busy crafting, she enjoys watching anime, being a plant mommy, and soaking up good vibes. She’s also a proud cat parent to two spicy queens and two lovable gentlecats.

Dee Specializes in: Client Support, Social Media Marketing, Office Administration

Years in the Industry: 3-4 (3+ ?)

Fun facts about Dee: Dee loves action movies, swimming, or curling up with a good book. When she’s not doing any of these things, she’s most likely exploring the outdoors with her cat. Dee also knows some American Sign Language.

Patrice specializes in: Client Relations, Executive Support, Social Media Marketing, and Office Management
Years in the Industry: 5+

Fun facts about Patrice: A proud Hufflepuff and Harry Potter fan, Patrice brings that signature loyalty, hard work, and kindness to the front desk every single day.

Beneeta specializes in: Marketing and Social Media, Content Strategy Development, Brand Visibility Enhancement, Audience Growth and Engagement

Years in the Industry: 5+ years

Fun facts about Beneeta: Beneeta loves board games, regularly sharing her passion while building a positive community, just don’t ask her how big her collection is! When she steps away from gaming, she enjoys traveling, exploring global cuisine, and trying out new cooking recipes, often prioritizing tear-inducingly spicy dishes. And finally, Beneeta is serious about her glow! She loves to discuss skincare and is a firm believer in the power of a good sunscreen.