Our team

Our team members include:  professional bookkeeper, tax return preparer and administrative assistant with years of experience. We have experienced staff to provide a professional, efficient and timely services to our valued clients.

These services are required by every business whether the business is operating out of the corner of kitchen or from a quarter million square foot office.

Nalin Bhatt


  • Our firm’s CEO is a CPA and Enrolled Agent.
  • He has twenty years of experience helping small to medium sized businesses.
  • He is the author of a Book on QuickBooks
  • He is former FTB Tax Auditor

Irene Morgan

Irene has been in accounting and small business management field for more than 15 years. Irene is working with us for about six years now. She is processing the accounting or bookkeeping work for our clients. She is also helping our clients setting up the payroll as well as processing and maintaining the payroll. She also helps our clients with complex payroll issues that keeps popping up all the time.  



Breona helps us with accounting or bookkeeping work. She also helps us with tax return data entry work.

Kristen Hansen

Kristen is our new addition to the firm. Starting in middle of 2016. She comes with customer service experience in retail industry. Kristen is responsible in assigning the work to employees and getting them done. In addition she provides the link between our clients and our firm.