Jonathan's background includes 20+ years of significant consulting, accounting, and tax services. It also includes executive experience in CFO and Controller capacities, in large companies as well as start-up environments.
Jonathan is a Bay Area native and graduated from the University of San Francisco with a BS in Business in Administration with an accounting emphasis. He is a CPA and is a member of the AICPA and California Society of CPA's. He lives for his wife Cindy, son, daughter, and two dogs.
Rebecca has over 13 years of public accounting experience. Her broad experience includes tax planning and consulting as well as a solid foundation in business bookkeeping procedures and requirements. She has continuously expanded her technical tax knowledge focusing on the issues that her business and individual tax clients have.
Rebecca graduated from Florida Atlantic University with a Bachelor's degree in Accounting. In 2009, Rebecca received her Master's degree in Taxation from Florida Atlantic University, relocated to California and became a licensed CPA. She provides consulting and taxation services to business and individual clients. Rebecca is also a member of the AICPA. When Rebecca is not at the office, she enjoys hiking, cooking and scrapbooking.
Cindy has over 18 years of public accounting experience, the majority of which was spent with Frank, Rimerman + Co. and Abbott, Stringham & Lynch. Cindy’s focus has been on providing tax planning and compliance for high net worth individuals and related trusts and small businesses. Her strengths are in building close client relationships, understanding her client’s needs and providing timely responses and work to her clients.
Cindy is a Bay Area native and a graduate from UCLA with a BA in Business Economics and a minor in Accounting. She is a CPA and member of the AICPA and California Society of CPA’s. Outside of the office, she loves traveling, volunteering at her children’s school and spending family time with her husband, two children and two dogs.
Snr Tax Manager
Elaine has been in public accounting for over 13 years. Her experience includes tax planning and consulting for high net worth individuals, business owners, and their businesses.
Elaine graduated from San Jose State University with a Master's degree in Taxation and a BS in Business with an accounting emphasis. She also has a BA degree in Criminal Justice from the University of Nevada, Reno. Elaine is a licensed CPA, a member of the AICPA and CalCPA, and a former board member and committee chair for the CalCPA.
When Elaine is out of the office, she travels extensively, volunteers for a local pet rescue, studies ancient archaeology, and enjoys spending time with her husband.
Jacen has over 20 years of accounting experience. His experience includes tax compliance, planning and consulting for individuals and businesses. He also has experience with private company accounting and processes.
Jacen graduated from the University of California at Berkeley with a degree in Economics. He is also a licensed CPA, a member of the AICPA and CalCPA.
When Jacen is out of the office, he enjoys photography, fly fishing, oil painting, and being out on the golf course.
Nicole has been in the tax industry for over 12 years. She specializes in tax planning, consulting and preparation for high net worth individuals and businesses.
Nicole graduated from San Jose State University with a BS degree in Business Administration with Accounting Concentration. After college, she obtained her Enrolled Agent credentials.
When outside the office, Nicole likes to spend time with her friends and family, exercise, travel and spend time outdoors.
Director of Accounting
Tom has over 15 years of accounting experience. He began his career of Frank, Rimerman & Co, working on Audits of companies throughout the Bay Area. He then moved to industry and has lead accounting functions in growing and dynamic companies. He has held Assistant Controller, Controller, and SVP of Finance roles. He has a very strong background in the day-to-day operations, as well as been able to see companies through very complex transactions and situations. This experience is perfect for our client base.
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