MEET SOME OF OUR TEAM

COLIN MA

Founded our firm with my brother, Richard, in 2007 in a little space right behind our parent’s garage where my little pup would greet all our friends while my mother served soup. I’m still here in the demanding world of taxes because I love all the value and experience I am able give back to the community. Come catch a round of golf, surf the fresh pow, or join me on some street food action somewhere in the world!

IRIS LEE

I was a professional therapist who oddly found myself in the tax industry in 2021 and was surprised how much of my skills as a therapist applied positively to so many tax clients! I now manage a good part of the company and love helping clients solve their IRS problems as much as I love my avocados!

EMILY SERVINO

When I am outside of my tax professional uniform, I am a vocalist in my band. Music was always my one and only passion until taxes crept in somewhere along the way back in 2013. I’ve enjoyed evolving as a professional along with the ever-changing tax laws. Come see me if you need help with your taxes or come rock along with my band for a good night of music!

CARLO DE GUZMAN

Before becoming one of the partners of the firm, I was a VP at a much larger tax and accounting firm for close to a decade. During that time, my friendship with Richard and Colin at a young age allowed us to affiliate and work very well together. Peering in from the outside in 2020, with my Enrolled Agent License and MST in Taxation, I saw room for their company to grow on the corporate side and am happy to have joined in on their mission to provide a quality service for the modern taxpayer.

CATHERINE YIP

Catherine, a California Certified Public Accountant, brings over 23 years of experience to her role, including Big Four audit experience, technical accounting expertise, and operational skills. Her background includes corporate accounting and advisory positions, where she collaborated with start-up, pre-IPO, and public companies.

JULIAN YUMUL

I am a dedicated bookkeeping and tax professional with a strong focus on accuracy and efficiency. I specialize in managing financial records and tax inputs, ensuring client’s accounts are organized and compliant.

JOHN WONG

I’m the Bookkeeping Manager who keeps your books in better shape than my perfect jump shot. I was excited to join the team bringing years of accounting experience from Cathay Pacific and Lululemon. When I’m not crunching numbers, I’m on the green, desperately trying to keep my score lower than your tax bill!

SONJA COX

I worked for a multi-million dollar government contracting company for 7 years as a Contract Manager. Specializing in contract management, subcontract management, procurement, document control, quality control and human resources. I am motivated by the challenge of learning new things and by the satisfaction of a job well done. I know a whole lot about cigars, enjoy some good ole karaoke, painting and nature.