Under our tax code, individuals have the right to “convert” all or part of a traditional plan or IRA to a Roth IRA–at the cost of paying income tax currently on the converted amount. Throughout the 20-year existence of Roth IRAs, the Roth converter has been granted a unique privilege–the option […]
Irfan is one of the two new addition to our firm for the year 2017. Irfan has a Masters In Accounting Degree.
He is processing accounting or bookkeeping work for our clients. Irfan loves to ride his bike. Be careful when he is on the road. He follows all the traffic rules without missing any, only thing is he writes those traffic rules. He is a bachelor and has no commitment… you got the hint!
Yup, long name again. We address him with his short name Lin. Lin is a graduate with an accounting background. He has experience in filling out government forms and accounting. Lin joined our Team just before Gokul joined us in the year 2021. Lin loves long showers in natural waterfalls. So, if he is not in the office you know where to look for him!!
Gokul joined our Team right after Lin in the year 2021. He has MBA degree to be proud of. Gokul brings in about four years of experience in accounting and tax return preparation. He is also exposed to various tax preparation software. Welcome both of you Gokul and Lin to our Team. He loves to travel and visit places. So, if he is not in the office, he is traveling somewhere.
Mouthful last name! yup. We shortened her first name as well. Keerthy is the latest addition to our firm for the year 2018. She finished her graduation and working towards ACC exam(Go Get It Keerthy!!!).
She is processing the accounting or bookkeeping work for our clients. Keerthy is rather shy and modest. Straight shooter and focused to her work.
Girish is heading marketing and communications team. He regularly collaborates with the CEO, and this is to help guide the Marketing and Communications together.
He is skilled at leading large teams and works closely with customers to ensure the successful delivery of project and business outcomes. He holds a Bachelor’s in Engineering and a Master’s in Business Administration..
Greg is an Estate Planning attorney in the firm. When he is not helping families create, implement, or execute plans to protect his clients assets and family members.
He is busy with four children. He and his wife, Rachel, love music and met at Murrieta Valley High School when they were in choir together. They still sing regularly at church where Rachel is the church’s choir director. Their kids have followed in their musical footsteps and demand that their parents play the music Hamilton while the whole family sings the lyrics at the top of their lungs.
Irene has been in accounting and small business management field for more than 16 years. Irene is working with us for about nine 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 keep popping up all the time.
Mouthful last name! Oh yes. We shortened it to Arjun R.
We are excited to add Arjun R to our team. His resume is quite impressive. Arjun not only has an Accounting Degree and inter CA but also has experience in Audit and Closing Books in various countries like India, UAE, Singapore and Australia. He also possess robust taxation exposure to India, UAE and Singapore. In addition he has deep technological skills in Finance and Accounting interfaces.
Arjun has a four year old boy and he joined our team on his boy’s birthday in December 2019! Talk about divine at work!! Arjun is responsible in getting all the work done in the office in a timely fashion.
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.