Individual Tax Planning

Boasting over a decade of experience in public accounting, Angelica stands out as a seasoned tax expert within our team. Her forte encompasses comprehensive tax preparation services for individuals, corporations, partnerships, and nonprofit organizations. Additionally, she plays a pivotal role in the meticulous management of diverse tax projects, ensuring every detail aligns with the highest standards of accuracy and compliance.

Before gracing SD Mayer with her expertise, Angelica collaborated with Noel McNabola at PMB Helin Donovan. Their dynamic partnership spanned approximately 3 years until the pivotal moment in 2016 when SD Mayer welcomed PMB Helin Donovan into its fold.

Angelica’s strong foundation in accounting is accredited to her academic achievements at San Francisco State University, where she earned a Bachelor of Science in Accounting. As a tenured professional with an impeccable track record, Angelica remains a cornerstone of our firm’s tax and accounting endeavors.

A stalwart presence at SD Mayer, Greg has been with the firm since its nascent stages in 2013 and brings with him an impressive two-decade legacy in accounting. With a meticulous eye for detail, his primary expertise revolves around tax return preparation and review, catering to an array of entities such as corporations, partnerships, trusts, and individuals.

Greg’s foundation in the realm of accounting is fortified by his Bachelor’s Degree from San Jose State University. Further enhancing his credentials, he also proudly holds a CPA designation, representing his commitment to excellence and adherence to the highest standards of the profession.

At SD Mayer, Greg isn’t just an accountant; he’s a beacon of reliability, precision, and dedication, ensuring clients receive top-notch tax guidance and solutions.

Seth, an accomplished accounting professional, became a pivotal part of our firm in 2022. His extensive accounting journey of two decades is characterized by a rich tapestry of industry engagements ranging from real estate, wineries, breweries, law firms, medical groups, to restaurants and retail establishments. Moreover, Seth’s client portfolio is diverse, catering to both individuals and closely-held businesses, demonstrating his versatility and depth of expertise.

Hailing from the Central Valley, Seth’s odyssey took him to Wisconsin post-college, where he earned his CPA credentials. This achievement was soon followed by procuring his CPA license in California. His quest for excellence led him to the vibrant Bay Area, contributing his prowess to renowned firms such as BPM and Elsberg & Garrett in Walnut Creek. Ultimately, he found his professional home with us at SD Mayer. Alongside a Bachelor’s of Science in Business Administration, Seth is on the cusp of adding a Master’s of Science in Taxation to his academic achievements this coming August.

Beyond the confines of balance sheets and tax codes, Seth is an avid outdoors enthusiast. His leisure pursuits encompass golf, culinary adventures, wine tasting sessions, and a penchant for exploring exquisite micro-brews. At SD Mayer, Seth isn’t just an accountant; he’s a multifaceted professional whose passion extends beyond ledgers to life’s finer joys.

Sara, a bright alumna from the esteemed University of California, Davis, has seamlessly woven her academic foundation in Economics into her professional trajectory. Her association with us began during the 2021 tax season, when she graced our team as an intern, effortlessly showcasing her commitment, prowess, and potential. Recognizing her innate talent and drive, as of 2022, Sara has embarked on her full-fledged journey with our firm, now serving as a tax associate in our bustling Menlo Park office.

Her academic background, coupled with the hands-on experience she garnered during her internship, empowers Sara to deliver comprehensive and impeccable service to our diverse clientele. At SD Mayer, we are not only inspired by the knowledge Sara brings to the table but also her unwavering enthusiasm and dedication to the intricate world of taxation. We look forward to her continued growth and contributions, as she embodies the future of our profession.

Emerging from the prestigious University of California, Davis, Lizeth brings a fresh and enthusiastic perspective to our team, armed with a degree in Economics. Her journey with us began as an intern during the 2021 tax season, where she showcased her dedication and aptitude, ultimately culminating in her joining our esteemed firm. As of 2022, Lizeth has transitioned into a full-time role, gracing our Menlo Park office as a tax associate.

Lizeth’s academic foundation, combined with her hands-on experience during her internship, positions her to deliver outstanding service to our clients. At SD Mayer, we’re not just proud of the expertise Lizeth brings to the table but also her unwavering commitment and passion for the world of taxation.

Brandon Chau is a dedicated tax associate at SD Mayer & Associates LLP, bringing a unique blend of academic achievement and practical experience to his role. Brandon’s journey in accounting began with a 3.5-month internship at SJ Wiggins & Co., where he gained invaluable insights and hands-on experience in the field. Before transitioning into accounting, Brandon worked at Adams Chiropractic Office, demonstrating his versatility and adaptability across different professional environments.

Brandon holds a Bachelor’s degree in Human Resource Management and a Master’s degree in Accounting from San Jose State University. His diverse educational background equips him with a comprehensive understanding of both organizational dynamics and specialized accounting practices, enhancing his ability to provide exceptional service to his clients.

Living with his parents and older brother, Brandon values family time and enjoys outdoor activities such as walking on the beach and hiking on nearby trails. He is an avid video gamer, often spending his spare time playing with his brother or friends. In addition to his love for gaming, Brandon enjoys watching anime and movies, which provide him with a source of relaxation and inspiration.

Brandon Chau’s commitment to his profession, combined with his enthusiasm for his personal interests, makes him a well-rounded and valuable member of the SD Mayer & Associates team. His blend of practical experience, academic prowess, and personal passion ensures he delivers top-notch tax services to his clients.

Aaron, a dedicated professional with a rich history in the accounting realm, joined the SD Mayer family in 2022 following our acquisition of Vocker Kristofferson and Co. CPAs. With a solid foundation built since his entry into the industry in 2013, Aaron has seamlessly balanced his role across both tax and audit teams, showcasing versatility and expertise.

In the intricate domain of taxation, Aaron’s specialization spans a broad spectrum, from individual and partnership filings to trusts, corporations, and nonprofits. Concurrently, on the audit front, his focus has been sharpened on the unique financial intricacies of nonprofits and employee benefit plans.

Academically, Aaron holds a Bachelors in Business Management in Economics from the esteemed University of California, Santa Cruz. Beyond his academic prowess, he’s further fortified his professional standing by achieving the respected designation of a licensed CPA. At SD Mayer, we value the depth of experience and knowledge that Aaron brings, and we are confident in his continued contribution to our firm’s legacy of excellence.

Dina, a proficient and driven tax and accounting professional, became a cherished member of our firm in 2021. With a career initiation at the reputable Thomson Reuters, she gained invaluable experience on the corporate tax and accounting support end. Tax seasons with Thomson saw Dina as a lynchpin in providing top-tier assistance to accounting firms. Her responsibilities encompassed troubleshooting e-filing conundrums and guiding on data entry intricacies related to income tax products.

However, Dina’s journey didn’t stop there. The vibrant Bay Area accounting landscape witnessed her contributions at renowned entities like Robert Half, Hing Accountancy Corp, and Marcum. Particularly at Marcum, her role as a tax associate was marked by her meticulous work with high net-worth individuals, partnerships, and corporations. Furthermore, she proved her mettle in handling gift and trust tax returns, as well as being pivotal in year-end tax planning.

Academically, Dina shines bright with a Bachelor’s degree in Accounting, complemented by a Master’s Degree in Taxation. At SD Mayer, Dina’s amalgamation of hands-on experience and academic excellence assures us that we have onboarded a professional par excellence, and she continues to be a cornerstone of our success.

Mayrenn Galvez is a seasoned professional with over two decades of experience in the legal and tax sectors, having dedicated 22 years of her career to serving a diverse range of clients at Seifer, Murken, Despina, James & Teichman. In 2023, she embarked on a new chapter in her career, joining SD Mayer & Associates as an Office Administrator. A proud alumna of Maryhill College in the Philippines, Mayrenn’s academic background laid a solid foundation for her illustrious career. When she’s not expertly managing office operations or navigating complex administrative challenges, Mayrenn can be found indulging in her love for the great outdoors, particularly through camping and hiking. Travel holds a special place in her heart, offering her opportunities to explore new cultures and cuisines. Moreover, she takes great joy in supporting her daughter’s passion for volleyball, often traveling to tournaments to cheer her on. Whether dining out or embarking on a new adventure, Mayrenn’s enthusiasm for life’s simple pleasures is infectious.

Having kick-started his career with some of the most prestigious accounting firms in the region, including Young, Craig and Co LLP, Andersen, and Seiler LLP, Joe brings to SD Mayer a wealth of experience and a profound understanding of private client services. He joined our firm in 2022 and has rapidly become an integral member of our tax team.

Joe specializes in individual, estate, and trust returns. His adeptness at tax planning, especially for high net-worth clients in the Bay Area, is a testament to his expertise and dedication. Each project Joe undertakes reflects his commitment to precision, comprehensive research, and client satisfaction.

An alumnus of the University of San Francisco, Joe holds a degree in Finance. Currently, he’s ardently pursuing his CPA license, underscoring his commitment to continuous learning and professional growth. Excited by the myriad opportunities at SD Mayer, Joe is keen on broadening his horizons and scaling new heights in his career.

Outside the professional arena, Joe has a rich personal life. He cherishes moments spent with his long-time girlfriend, Madie, and shares a special bond with his senior Chihuahua, Slim. A sports enthusiast, Joe can often be found on the golf course or the tennis court, perfecting his game. A self-confessed foodie, Joe loves exploring the myriad gastronomic delights the City offers, always on the hunt for the next best restaurant.

At SD Mayer, we are thrilled to have Joe on board, confident that his unique blend of expertise, passion, and dedication will continue to contribute significantly to our firm’s growth and success.

Helen’s impressive trajectory in the realm of tax is nothing short of inspirational. With a formidable tenure spanning over 30 years, she has had the privilege of associating with industry giants, starting with PWC and including renowned names like Franklin Templeton Investments, Sensiba San Filippo, and Brown Adams.

In her current role at SD Mayer, Helen dons the mantle of the Tax Practice Leader. This isn’t just a title; it embodies the myriad responsibilities and leadership roles she undertakes. Her proficiency isn’t limited to tax intricacies alone. She is instrumental in steering the direction of the firm’s tax practice, a role that encompasses hiring, strategic planning, production, billing, and training. As a testament to her leadership qualities and her pivotal role in the firm, she is also a key member of the leadership team, transition team, and is the driving force behind weekly department meetings.

Helen’s academic background might come as a surprise to many, as she holds a Bachelor’s degree in International Relations from the prestigious Stanford University. This multidisciplinary education equips her with a unique perspective, allowing her to approach tax from a holistic, global viewpoint.

Beyond her impeccable technical expertise and leadership acumen, Helen is known for her commitment to nurturing talent, fostering an environment of continuous learning, and ensuring the firm’s tax practice not only meets but consistently exceeds industry standards. For Helen, it’s not just about numbers and strategies; it’s about people, growth, and the unwavering commitment to excellence.

With a career journey that started in 2008, Frisye’s commitment to accounting has been unwavering. Her early foray into the industry began after her graduation from college, and since then, she’s carved out a distinct niche for herself, collaborating with some of the industry’s most esteemed names. Her professional stints with Burr Pilger Mayer (BPM), TNT, Inc. Certified Public Accountants, and Armanino are a testament to her versatility and proficiency in the field.

From her initial role as a Tax Associate, Frisye’s innate talent, dedication, and expertise facilitated her steady rise to the position of Tax Manager. Her ability to understand complex financial structures and deliver strategic tax solutions has been consistently recognized and valued by her peers and clients alike.

Despite her bustling professional life, Frisye has always maintained a balanced approach. Presently, she collaborates with us at SD Mayer on a part-time basis, working remotely. This arrangement not only underscores her adaptability but also her dedication to her role as a mother, as she diligently balances her professional commitments with raising her child.

Frisye’s educational credentials are as impressive as her professional ones. She began her academic journey at De Anza College, where she earned an AA in Liberal Arts. Later, she advanced to Indiana University’s Kelley School of Business, securing a Bachelor’s degree in both Accounting and Finance. With her comprehensive educational background and vast industry experience, Frisye is an invaluable asset to SD Mayer and the broader accounting community.

With a distinguished career spanning over 15 years in the realms of accounting and finance, Michael’s professional trajectory is both impressive and inspiring. His journey has seen him affiliate with industry giants like Novogradac & Company and Wells Fargo, weaving a tapestry of experiences that have shaped his expertise. An integral chapter of his career unfolded with Vocker Kristofferson and Co., a renowned establishment that merged with SD Mayer in 2022, further broadening Michael’s horizons.

Now, as a Partner with SD Mayer, Michael’s role is multi-faceted. He diligently serves a diverse clientele ranging from individuals to high wealth families, partnerships, corporations, and nonprofits. His profound insights into various sectors like real estate, stock options, estate tax, small businesses, and trusts empower his clients to navigate the intricate world of finance with confidence and clarity.

Michael’s specialization extends to collaborating closely with high-net-worth individuals and families, offering them tailored financial strategies that optimize their wealth and ensure its growth and protection. His comprehensive understanding of the nonprofit sector further solidifies his reputation as a versatile financial expert.

Academically, Michael’s credentials mirror his professional achievements. He holds a Bachelor’s degree in Economics, accentuated with an Accounting emphasis, from the University of California, Santa Barbara. Further honing his specialization, he pursued and acquired a Master’s degree in Taxation from the esteemed Golden Gate University.

In sum, Michael’s amalgamation of hands-on experience, theoretical knowledge, and an unwavering commitment to excellence makes him a cornerstone of SD Mayer and a trusted advisor in the accounting and finance landscape.

Marianne embodies the spirit of leadership, determination, and expertise in the world of accounting. With her foundation firmly set with eight pivotal years at a significant local CPA firm, Marianne took the bold step in 1990 to co-found her very own enterprise, Vocker Kristofferson and Co. For three decades, she steered this venture to impressive heights, culminating in its acquisition by SD Mayer in 2022.

One of Marianne’s distinguishing attributes is her proficiency across both audit and tax sectors, ensuring holistic and comprehensive service delivery to her clientele. Her academic credentials are equally commendable, with a Bachelor’s degree in Business-Economics from the esteemed University of California, Santa Barbara, and a Master’s in Taxation from Golden Gate University, San Francisco.

Beyond her professional sphere, Marianne’s dedication spills into her community engagements. She has been an active contributor to a myriad of organizations, serving as a board member for the San Mateo-Foster City Community Education Foundation, the Highlands Recreation District, and Music at Kohl Mansion. In her past roles, she wore the hat of the treasurer for both the Rotary Club of Burlingame and the Congregational Church of San Mateo, further underscoring her commitment to serving her community with her financial acumen.

On the state level, Marianne continues to be a significant influencer in the accounting industry. She presently contributes to the State Committee of Accounting Practices and Accounting Standards. Her past commitment includes two tenures on the State Peer Review Committee, offering her seasoned perspectives to bolster standards across the profession.

Marianne’s journey from an accountant at a local firm to the co-founder of her very own venture, and now as a pivotal part of SD Mayer, is a testament to her unwavering commitment, versatile expertise, and an enduring spirit of community service.

Ron Levy is a dedicated tax associate at SD Mayer & Associates LLP, bringing over two years of specialized experience in tax preparation and R&D tax credit studies. His professional journey includes valuable roles at Krohn Watters Hicks LLP, Andersen Tax LLC, and Fondo, where he honed his expertise in working with agricultural, gaming, and biopharmaceutical companies.

Ron graduated from San Jose State University in 2022 with a Bachelor of Science in Economics, providing him with a strong analytical foundation to navigate the complexities of tax regulations and credits. His meticulous approach and dedication to his clients ensure they receive the most accurate and beneficial tax solutions.

Beyond his professional achievements, Ron is a certified PADI Rescue Diver, showcasing his commitment to safety and precision. He enjoys an active lifestyle, often embarking on long hikes and bike rides. His hobbies also include scuba diving, road biking, video gaming, and water skiing, reflecting his adventurous spirit and diverse interests.

Ron Levy’s blend of professional expertise and personal passions makes him a valuable member of the SD Mayer & Associates team, where he continues to deliver exceptional tax services and insights to his clients.

WanJun is one of the newer additions to the SD Mayer family, having joined us in 2022 following the strategic acquisition of Vocker Kristofferson and Co. CPAs. Though relatively new to the accounting world with her professional journey starting in 2019, WanJun has already demonstrated her capability and adaptability, serving in both tax and audit departments with equal aplomb.

In her tenure as an accountant, she has shown significant proficiency in tax matters, including handling individual, corporate, and nonprofit clients. WanJun’s audit expertise is also expansive, with a special emphasis on auditing analytical procedures, meticulous engagement planning and testing, financial statement preparation, and adjustments to trial balances. Moreover, she’s adept at crafting Independent Auditor Reports that reflect accuracy and clarity, integral for a firm’s reputation.

An alumna of San Francisco State University, WanJun graduated with a Bachelor’s degree in Accounting in 2019. This strong academic background, coupled with her on-the-job experiences, has positioned her as an emerging talent in the world of accounting.

With her keen attention to detail and an evident passion for the field, WanJun has swiftly become an invaluable asset to SD Mayer and our esteemed clientele. As she continues her journey with us, we’re eager to see her explore even greater heights in her career.

Michelle Luo is a dedicated and highly skilled tax associate at SD Mayer & Associates LLP, bringing over a decade of experience in the accounting industry. Her expertise has been honed through five years of specialized work in tax, making her a valuable asset to the firm and its clients.

Prior to joining SD Mayer & Associates, Michelle worked at MRBK Accountants & Consultants, where she developed a strong foundation in various accounting practices and tax regulations. Her bilingual proficiency in Chinese and English enables her to serve a diverse clientele, providing tailored and comprehensive tax solutions.

Michelle’s academic journey began in Wuhan, China, where she studied accounting and earned her degree before obtaining her CPA license. This robust educational background, combined with her extensive professional experience, underscores her commitment to excellence in the field of accounting.

Outside of her professional life, Michelle is an avid sports enthusiast. She enjoys playing pickleball and table tennis, and her active lifestyle extends to hiking and traveling. Michelle also values social connections, often spending time with friends and building relationships within her community.

With her unique blend of expertise, cultural knowledge, and personal interests, Michelle Luo continues to excel as a tax associate, delivering exceptional service and insights to her clients at SD Mayer & Associates LLP.

Alona joined the SD Mayer family in 2022 and swiftly assumed the crucial role of Office Manager at our San Mateo branch. With a rich tapestry of professional experiences, she embodies the qualities of a quintessential manager, seamlessly ensuring the smooth day-to-day functioning of the office.

Her time as an administrative assistant in a San Francisco property management firm was marked by a meticulous approach and a knack for understanding the intricate details of administrative functions. Three years in this role honed her skills, preparing her for the diverse challenges of her next assignment. At the Teaspoon Franchising Company, Alona showcased her adeptness with numbers as a bookkeeper. From handling accounts receivable and payable to taking on payroll duties, from reconciling bank statements to crafting financial reports, her proficiency left an indelible mark.

These roles, combined with her four-year tenure as an office manager at another prestigious accounting firm, have equipped Alona with a distinct set of skills that now benefit SD Mayer. It’s clear that when it comes to organizational management and administration, Alona is no stranger to the intricacies and demands.

Notably, Alona’s educational journey took root in the Philippines, where she delved deep into computer education. This foundation surely plays a pivotal role in her ability to integrate technology seamlessly into her management style.

In Alona, SD Mayer has not only a skilled professional but also a dynamic team player who brings warmth, efficiency, and a touch of her unique journey to our bustling San Mateo location.

Spanning over four illustrious decades, Noel’s journey in the accounting world is one of vision, innovation, and unwavering dedication. It began in the historic halls of Coopers & Lybrand (now transformed to the iconic PwC) in the heart of San Francisco. But for someone of Noel’s caliber, the journey was just beginning.

Taking the lessons and experiences from Coopers & Lybrand, Noel ventured into the world of entrepreneurship. Joining forces with the brilliant minds of Tony Pohl and Mike Berg, the trio gave birth to Pohl, McNabola Berg & Co., a testament to their combined vision and drive. But Noel’s ambition knew no bounds. 2006 saw him orchestrating a merger with Helin, Donovan, Trubee & Wilkinson from Austin, TX. The result? PMB Helin Donovan (PMBHD), a formidable entity boasting 150 dedicated employees and 22 visionary partners.

However, destiny had a poetic chapter waiting for Noel. In 2016, he found his way back to a familiar face, Steve Mayer at SD Mayer, both of whom had once been the torchbearers at Coopers & Lybrand. This reunion wasn’t just a professional merger; it was a full-circle moment that underlined the very essence of Noel’s journey.

Now, wearing the esteemed hat of the partner-in-charge of the tax department at SD Mayer, Noel continues to work his magic. With a special focus on high net-worth individuals and their associated pass-through entities like S-Corps, LLCs, and trusts, he has carved a niche for himself. His in-depth expertise in aiding ex-pat taxpayers and non-resident aliens ensures they find their way through the labyrinth of complex tax rules.

Beyond his professional prowess, Noel’s commitment to the community is commendable. As a proud member of the San Francisco Estate Planning Committee and the AICPA, he leaves no stone unturned. His past accolades include chairing the San Francisco Nonprofit Committee and representing the San Francisco chapter for CalCPA.

In the realm of accounting, Noel stands as a beacon of expertise, experience, and excellence.

In the vast universe of public accounting, Julie shines as one of its brightest stars. With a sterling career that spans over a quarter of a century, she is a testament to dedication, expertise, and versatility in the realm of finance.

Julie embarked on her journey with SD Mayer in 2013, and it has been a remarkable voyage of growth and achievement since then. With her experience enriching every corner of the firm, Julie is renowned for her specialization in the intricacies of nonprofits. But that’s just the tip of the iceberg. Julie’s brilliance knows no bounds, as she adeptly manoeuvres between outsourced accounting, tax, and audit departments with unparalleled ease. It’s a rare feat to find such multifaceted talent, making Julie an indispensable asset to the firm.

Operating from the Menlo Park office, Julie’s presence brings dynamism and depth to the team, being one of the select few who dedicate their time there consistently.

But like all seasoned professionals, Julie’s journey has been built on the bedrock of diverse experiences. Before her tenure at SD Mayer, Julie collaborated with Steve at BPM, further enriching her reservoir of knowledge. This was followed by a productive phase with Joanne, another stalwart partner at SD Mayer, during their time at Brown Adams. These experiences, stitched together, have given Julie a panoramic view of the accounting world, making her an authority in her domain.

Julie’s academic prowess is rooted in the esteemed corridors of San Jose State University, from where she secured her Bachelor’s degree. A licensed accounting professional for 23 of her 26 years in the field, she is a beacon of reliability, expertise, and dedication.

In Julie, SD Mayer doesn’t just have an accountant; they have a visionary, a strategist, and a mentor, all rolled into one.

In the dynamic landscape of taxation, where the intricacies of financial statutes often overlap with the personal aspirations of individuals and businesses, Cyndel shines as a beacon of expertise and precision. Joining our firm in 2023, she quickly became an invaluable asset to our tax department with her comprehensive knowledge and experience.

Specializing in high-net-worth individuals, Cyndel understands the unique challenges and opportunities this niche presents. From the complexities of stock options, capital gains, and diverse investment portfolios to the subtleties of estate and legacy planning, Cyndel offers a meticulous and strategic approach.

Moreover, her prowess in tax planning ensures that her clients not only remain compliant but also optimize their tax positions, maximizing returns and minimizing liabilities. Her expertise with passthrough entities and small businesses further underscores her holistic understanding of the tax landscape. For businesses, whether they operate as an S-Corp, LLC, or partnership, Cyndel’s guidance has been instrumental in navigating the intricate layers of deductions, credits, and revenue allocations.

Cyndel’s decade-long tenure as the Senior Tax Manager at a San Mateo-based accounting firm provided her with a depth of experience, solidifying her place as an industry veteran. It’s not just her technical expertise that stands out, but also her ability to build and nurture long-term client relationships, understanding their individual needs, and providing solutions that resonate with their financial goals.

Her academic credentials are just as formidable. A proud graduate of the University of the Philippines, Cyndel’s foundation in Business Economics gives her a unique perspective, allowing her to weave macroeconomic principles into individual tax strategies. Additionally, as an enrolled agent, she possesses the federally recognized expertise in taxation, further testament to her commitment to excellence in the field.

In Cyndel, our clients find more than just a tax consultant. They discover a strategic partner, an advisor who delves deep into the numbers to unearth opportunities, and a professional whose dedication to their financial well-being is both unwavering and unparalleled. As she continues to redefine excellence in our tax department, we look forward to the value and insight Cyndel will bring in the years to come.

April Rosario is a cornerstone of our administrative team, currently thriving as an office administrator. With a career that spans over two decades, April has been instrumental in supporting the seamless operations of her previous firm, Seifer Murken Despina James & Teichman, which became a part of SD Mayer in 2023. This merger brought her extensive experience and invaluable expertise into our fold, further enriching our firm’s capabilities.

April’s journey in the professional world began in the bustling environment of a small law practice, where she honed her skills and established herself as a pivotal member of the team. Her role primarily focused on administrative assistance, where she played a crucial part in the preparation of tax returns for individuals. Beyond this, April managed bookkeeping tasks with precision and care, ensuring financial records were meticulously maintained.

Her responsibilities didn’t stop there; April was also the go-to person for a plethora of general office duties. From copying, mailing, and scanning to managing office supplies, her role was central to keeping the day-to-day operations smooth and efficient. April’s ability to juggle these diverse tasks, all while maintaining a high level of organization and attention to detail, speaks volumes about her dedication and work ethic.

Outside the office, April leads a life full of exploration and enjoyment. She has a passion for traveling, always eager to discover new places and immerse herself in different cultures. When not on the move, April finds joy in window shopping, a leisurely activity that allows her to stay abreast of the latest trends and find inspiration. Dining with friends is another of her cherished pastimes, offering her the opportunity to unwind and relish good food and great company.

April Rosario’s blend of professional acumen and personal interests makes her a dynamic and beloved member of our team. Her contributions to the firm are immeasurable, and her spirit of collaboration and excellence continues to inspire those around her.

Susan Shelton stands as a beacon of expertise and dedication in the realm of tax services, currently excelling as a supervisor in our tax department. With an impressive tenure of over 15 years in public accounting, Susan has cultivated a rich expertise that spans the full spectrum of tax-related services. Her professional journey embarked with a strong foundation in audit, where she developed a keen analytical acumen and an unwavering attention to detail, ensuring rigorous compliance across the board.

Susan’s career trajectory took a specialized turn as she delved into the low-income housing tax credit sector, working extensively with nonprofits and partnerships. This niche provided her with a profound grasp of complex tax frameworks and the nuances of financial reporting for entities facing unique tax challenges. In recent times, Susan has channeled her focus towards providing top-tier tax services to high net worth individuals, alongside managing trust, estate, gift, and business entity returns. Her approach is characterized by a commitment to excellence, a proactive stance on problem-solving, and a continuous effort to stay at the forefront of tax legislation changes.

A graduate of San Francisco State University with a degree in business accounting, Susan’s academic background laid the groundwork for her successful career. Further solidifying her credentials, she is an enrolled agent certified by the IRS, a testament to her extensive tax knowledge and authority to represent taxpayers.

Beyond her professional endeavors, Susan is an avid lover of the outdoors. Whether it’s rollerblading along scenic paths, skiing down pristine slopes, hiking the beach, or enjoying a leisurely round of golf, Susan finds joy and rejuvenation in nature’s embrace. Her passion for outdoor activities not only reflects her dynamic personality but also her belief in the importance of balance between professional commitments and personal well-being.

Susan Shelton’s journey in the tax domain is marked by a relentless pursuit of excellence, deep-seated expertise, and a genuine commitment to fostering enduring client relationships. Her contributions to our tax department and the broader accounting community are invaluable, and her future endeavors are anticipated with great enthusiasm.

Irene Velarde is a seasoned tax administrator whose meticulous work and dedication have been pivotal in the smooth operation of tax services at her previous firm, Seifer Murken Despina James & Teichman, which merged into SD Mayer in 2023. Bringing over two decades of invaluable experience, Irene has mastered the intricacies of tax operations, demonstrating exceptional proficiency and an unwavering commitment to excellence.

At the core of her responsibilities, Irene expertly manages the e-filing of all electronic tax returns, ensuring accuracy and compliance with regulatory standards. She is instrumental in generating and distributing tax organizers, as well as creating proformas, which are critical in the preparatory stages of tax return processing. Her role extends to coordinating with colleagues, such as Mayrenn and April, to facilitate the post-preparation and dispatch of returns to clients, showcasing her ability to lead and delegate effectively.

As the billing in-charge, Irene oversees the preparation of billing statements and the maintenance of client records related to billing and payments. Her role is vital in assisting clients with billing inquiries, payments, and the status of their tax returns. Furthermore, she skillfully manages tax appointments and ensures clients are directed to the appropriate personnel for their queries, enhancing client satisfaction and operational efficiency.

Irene’s academic journey includes a year of college at the University of the City of Manila in the Philippines, followed by earning a certificate in Computerized Accounting from the Computer Learning School in San Francisco in 1988. This educational background, combined with her extensive experience, forms the foundation of her expertise in tax administration.

Beyond her professional endeavors, Irene finds joy and relaxation in nature and simple pleasures. She enjoys walking by the lake, beach, or mountains and engaging in camping or picnic outings with family, friends, and relatives. Her love for humor is reflected in her fondness for watching funny videos, providing a welcome respite and laughter in her leisure time. Irene is also a food enthusiast who appreciates the simple delight of steamed, baked, and fried fish. At home, she values quiet time spent engaging in household chores, finding satisfaction and peace in the tranquility of her domestic environment.

Irene Velarde’s blend of professional acumen, leadership, and personal interests makes her a remarkable member of our team. Her contributions to tax operations and client services are invaluable, and her passion for her work and life outside the office enriches our community.

In the intricate world of taxation, precision, dedication, and a deep understanding of the continually evolving regulations are paramount. Ruiqi, with over a decade of professional experience, embodies these virtues, making her an indispensable asset to SD Mayer since 2019.

Based from her home office, Ruiqi’s versatility is evident. From S-corps and partnerships to individuals, non-profits, and trusts, her comprehensive experience ensures that every tax return she touches becomes a masterclass in detail, precision, and adherence to the highest professional standards.

Before her stellar association with SD Mayer, Ruiqi’s expertise was honed at notable accounting firms like Squar Milner and Greenstein, Rogoff, Olsen & Co LLP. The depth and breadth of experience she garnered from these roles have equipped her with insights into diverse industries, clientele, and the ever-evolving challenges of the tax world.

What sets Ruiqi apart is not just her vast practical experience but also her strong academic background. She pursued both her Bachelor’s and Master’s degrees in Accounting from the revered Brigham Young University, a testament to her dedication and passion for the field.

At SD Mayer, Ruiqi isn’t just an expert crunching numbers; she is a tax strategist who goes beyond the obvious. For her clients, this means not only impeccable tax returns but also insights, advice, and forward-looking strategies that cater to both immediate requirements and long-term financial health.

Ruiqi’s journey, marked by illustrious firms and a dedication to continuous learning, ensures that every client engagement is not just a transaction but a relationship built on trust, expertise, and an unwavering commitment to excellence.

Bhonie’s journey with the firm, beginning in 2015, is a testament to his adaptability and wide-ranging skill set. Serving in dual roles, he seamlessly navigates the nuanced worlds of both the tax and audit departments. Bhonie’s versatility isn’t just confined to his understanding of the different departments, but is reflected in the myriad of tasks he undertakes.

From drafting engagement letters that set the tone and expectations for the firm’s services, to the critical task of mailing tax planners which help clients anticipate their tax obligations, Bhonie’s role is pivotal. His meticulous approach ensures tax returns are pre-populated efficiently, streamlining the process for both the firm and its clients.

But beyond these tasks, Bhonie is the go-to for a myriad of administrative responsibilities that keep the operations running smoothly. Whether it’s organizing files, managing communications, or supporting team members with vital information, his contribution ensures the firm’s processes are efficient and effective.

In a world where specialization is often emphasized, Bhonie showcases the immense value of a multifaceted professional who can wear multiple hats with ease and proficiency. His dedication and commitment over the years have made him an indispensable member of the team.