Nonprofit Tax

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.

Greg Bogdan, CPA, joined SD Mayer in 2025 as part of the firm’s merger with Bogdan Frasco CPAs. With a career spanning decades, Greg brings a wealth of knowledge and experience, having worked with distinguished firms such as Bogdan & Frasco LLP, Sugarman & Company, and Arthur Andersen.

Since 1977, Greg has specialized in serving high-net-worth individuals, trusts, estates, and real estate clients. His deep expertise and commitment to personalized service have made him a trusted advisor to clients navigating complex financial and tax challenges.

Greg holds a Bachelor of Business Administration and a Master of Professional Accounting in Taxation from the University of Texas. He is a licensed CPA in both Texas and California, reflecting his dedication to excellence in the accounting profession.

Outside of work, Greg enjoys traveling and spending quality time with his family. He is passionate about building strong relationships with both clients and colleagues, finding great satisfaction in working collaboratively to achieve shared goals.

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.

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.

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.

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.

Alejandra "Abby" Deras joined SD Mayer in 2025 as part of the merger with Bogdan Frasco CPAs. Prior to this, she gained valuable experience at Bogdan & Frasco LLP, focusing on clerical work with a specialization in tax return and forms assembly. Her attention to detail and commitment to accuracy have made her a reliable contributor in supporting tax operations.

Abby earned her Bachelor’s degree in Latina/o Studies with a minor in Criminal Justice from San Francisco State University. Her academic background reflects her passion for understanding diverse perspectives and complex systems, which she applies in her professional and personal life.

Outside of work, Abby cherishes spending time with her immediate family, whether it’s enjoying a meal out, catching a movie, or taking annual vacations together. She values creating new memories and prioritizes quality time with loved ones, finding joy in shared experiences.

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.

J.T. Harold Forbus joined SD Mayer in 2025 as part of the firm’s merger with Bogdan Frasco CPAs. With over 30 years of tax experience, J.T. has built a distinguished career working with individuals and small businesses. His expertise includes specialized tax planning for stock-based employee compensation, and he is known for his ability to explain complex tax concepts in plain, accessible language.

Prior to joining SD Mayer, J.T. gained extensive experience at Bill Pollard, CPA, and Bogdan & Frasco LLP. His educational background includes studies at San Joaquin Delta College and California State University, East Bay (formerly Cal State Hayward), where he earned a Bachelor’s degree in Business with a specialization in Accounting.

J.T. is actively involved in professional and community organizations. He is a proud member of CalCPA and the Rotary Club of San Francisco, one of the oldest Rotary Clubs in the world. As a former President of the Rotary Club, he has dedicated time and energy to community betterment projects in San Francisco, fostering meaningful connections with fellow Rotarians.

Outside of work, J.T. values the wisdom of everyone he encounters, often saying, “The most important person to know in your firm is the janitor...they have all the keys!” This philosophy reflects his appreciation for the contributions of every individual and his belief in the power of collaboration and respect.

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.

Geetha Gowda joined SD Mayer in 2025 as part of the merger with Bogdan Frasco CPAs, bringing over 11 years of experience in tax preparation and accounting. Her professional background spans multiple firms, including Bogdan & Frasco LLP in San Francisco, Collins Mason & Company LLP in Oakland, Sweeney Kovar LLP in Danville.

Throughout her career, Geetha has specialized in preparing tax returns for individuals, trusts, nonprofits, and partnerships. Her dedication to accuracy and her ability to navigate complex tax issues make her a valuable resource for clients seeking personalized and reliable support.

Geetha holds a Master of Taxation from the University of Denver and two Master of Arts degrees in Sociology—one from Kansas State University and another from Bangalore University. Her diverse educational background equips her with a broad perspective and a commitment to understanding client needs in depth.

Outside of work, Geetha enjoys spending time with her family. She is married and has two adult sons. In her free time, she finds joy in gardening, walking, and socializing with neighbors and members of the Indian community, fostering strong connections both personally and professionally.

Terrence Hazlewood, CPA joined SD Mayer in 2025 as part of the merger with Ronald Ruttenberg CPAs, and is a seasoned tax specialist with over 25 years of experience in public accounting. A native of San Francisco, he earned his Bachelor of Arts degree in Business from San Francisco State University, where he developed a strong foundation in accounting, finance, and taxation. His passion for tax planning and compliance led him to join RRC in 1997, where he has since played a crucial role in providing expert tax services to a diverse clientele.

Throughout his career at RRC, Terrence has specialized in preparing tax returns for individuals, partnerships, fiduciaries, corporations, and nonprofit organizations. His deep understanding of tax laws and regulations, coupled with his meticulous attention to detail, allows him to provide strategic tax solutions tailored to his clients' unique financial situations. Whether assisting individuals with tax planning or guiding businesses and nonprofits through complex compliance requirements, Terrence is known for his commitment to accuracy, efficiency, and exceptional client service.

Beyond his professional expertise, Terrence has a strong appreciation for an active and well-rounded lifestyle. An avid cyclist and hiker, he enjoys exploring the scenic trails and landscapes of Northern California. Traveling is another passion of his, as he enjoys experiencing different cultures, cuisines, and historical sites around the world. When he’s not working or adventuring outdoors, he has a refined taste for fine wine and enjoys discovering new vintages and wineries.

Terrence’s dedication to his profession, combined with his enthusiasm for life outside of work, makes him a valued member of the RRC team and a trusted advisor to his clients. His years of experience, deep knowledge of tax regulations, and commitment to client success continue to drive his contributions to the field of accounting and taxation.

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.

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.

Julie Krawinkler joined SD Mayer in 2025 as part of the merger with Ronald Ruttenberg CPAs, is a highly skilled Enrolled Agent with extensive experience in tax preparation and bookkeeping. She began her career in 2001 as a seasonal tax preparer, where she quickly developed a passion for helping individuals and businesses navigate complex tax regulations. Recognizing her aptitude for tax compliance and financial management, she pursued her Enrolled Agent (EA) license, allowing her to represent taxpayers before the IRS and expand her expertise beyond seasonal work into year-round tax and bookkeeping services.

Over the years, Julie has built a strong reputation for her meticulous attention to detail, problem-solving skills, and commitment to client success. Her ability to simplify complex tax issues and provide strategic guidance has made her a trusted advisor to individuals, small businesses, and nonprofit organizations. In September 2024, she joined RRC, where she quickly became an integral part of the team. Her deep knowledge of tax laws, coupled with her proactive approach, ensures that clients receive the highest level of service and expertise.

Outside of her professional life, Julie resides in Mountain View with her two teenagers, balancing the demands of work and family life with grace and enthusiasm. She enjoys cultivating her garden, finding joy in nurturing plants and creating sustainable green spaces. She also has a deep appreciation for foraging, embracing the adventure of discovering nature’s hidden treasures and incorporating them into her culinary experiences.

When she truly wants to unwind, Julie seeks solace in the ocean, where she can leave it all behind and float in the sea, finding peace and renewal in the rhythm of the waves. Her passion for nature, combined with her dedication to her work and family, reflects her well-rounded and vibrant personality. Julie’s blend of expertise, professionalism, and love for life makes her an invaluable asset to RRC and a trusted resource for her clients.

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.

Tszming Lee, CPA, joined SD Mayer in 2025 through the firm’s merger with Bogdan Frasco CPAs. With decades of experience in public accounting, Tszming has built a distinguished career helping a diverse range of clients navigate complex tax laws.

Tszming’s expertise encompasses assisting individuals, corporations, partnerships, trusts, estates, and private foundations in complying with income, estate, and gift tax regulations. Her in-depth knowledge and personalized approach make her a trusted advisor to clients seeking to manage their tax obligations effectively while planning for long-term financial success.

Dedicated to delivering exceptional service, Tszming combines technical proficiency with a commitment to understanding each client’s unique needs and goals, ensuring tailored solutions that align with their financial objectives.

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.

Craig Lewis, CPA, became part of SD Mayer in 2025 through its merger with Bogdan Frasco CPAs. With 27 years of experience in public accounting, Craig has established himself as a trusted Tax Partner, specializing in working with individuals, small businesses, trusts, and estates. His expertise extends to advanced tax planning strategies, including advising clients on the complexities of employee equity compensation.

Before joining SD Mayer, Craig honed his skills at Bogdan & Frasco LLP and began his career at Price-Waterhouse. His commitment to excellence in tax planning and compliance has earned him a reputation for providing insightful guidance tailored to his clients' unique financial goals.

Craig holds a Bachelor of Arts in English Literature from the University of California, Berkeley, and a Master’s in Taxation from Golden Gate University. He is also a licensed CPA, combining his technical expertise with a personal approach to client service.

Outside of his professional life, Craig enjoys spending time with his wife, Christine, who works in Special Collections at the Bancroft Library at UC Berkeley, and their children, Sophia and Charlie. The family shares a strong connection to the University of California system as proud graduates. Together, they love traveling to Hawaii, Yosemite, and Europe, creating cherished memories along the way.

Craig’s affinity for numbers began early. At just nine years old, he won a bus betting pool by accurately guessing the attendance at a Los Angeles Rams game, taking home $44—a small fortune to a young boy in 1974. That early success hinted at the analytical skills that would later define his career in accounting.

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.

Su Ma joined SD Mayer in 2025 as part of the merger with Bogdan Frasco CPAs, bringing a rich and diverse professional background spanning over 20 years across multiple industries and countries. With 9 years of experience in the tax industry, Su specializes in preparing high-net-worth individual tax returns, corporate tax returns, and trust returns, as well as handling general ledger and financial statement preparation.

Su's career began as an Apprentice Auditor at U Hla Tun Group Financial Consulting Firm, an associate of Coopers & Lybrand International, in Myanmar. She went on to work as an Accountant at Sedona Hotel in Mandalay, Myanmar, and later as an Account Executive at Leo Shipping Pte in Singapore. After returning to Myanmar, she helped manage her family business while raising her first-born daughter. Upon moving to the United States, Su shifted her focus to tax preparation, gaining experience as a Certified Tax Analyst at H&R Block, followed by roles as a Tax Accountant at Mark Dinkel CPA PC (Liberty Group) and Bogdan & Frasco LLP.

Su’s educational achievements include a Bachelor of Commerce from the Institute of Economics in Yangon, Myanmar, and earning her CPA designation from the Myanmar Accountancy Council—a highly competitive accomplishment that required her to be among the top 25 students in her class.

Outside of work, Su enjoys spending time with her two daughters, one of whom is a senior in high school and the other in eighth grade. Together, they love exploring restaurants, watching movies, Korean dramas, and Japanese cartoons, and shopping. Su’s journey reflects her adaptability and perseverance, from excelling in Myanmar’s rigorous CPA program to raising a family and building a successful career in the United States.

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.

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.

Wendy Reynolds, CPA, joined SD Mayer in 2025 as part of the firm’s merger with Bogdan Frasco CPAs. Prior to this, she spent 25 years at Bogdan & Frasco LLP, where she began her career in 2000. Her professional journey also includes experience with the LBL Berkeley Physics Group A, building a robust foundation in public accounting over the past 25 years.

Wendy’s expertise spans several areas, including international taxation, where she assists inbound and outbound clients, expatriates, U.S. citizens living abroad, and foreign entities. She is well-versed in working with high-net-worth individuals, tailoring strategies to meet their complex financial needs. Her experience with small businesses, particularly sole proprietors filing Schedule Cs, has made her a trusted advisor in the entrepreneurial community. Wendy also works extensively with nonprofit corporations and foundations, providing critical financial guidance. Additionally, she offers limited payroll services, including support for household employees.

Her educational achievements reflect a commitment to excellence and continuous growth. Wendy holds a CPA certification and earned a Bachelor of Arts from the University of California, Berkeley. She also completed a Bachelor of Music, a Bachelor of Arts in Accounting, and a Master of Science in Taxation at California State University. To deepen her expertise, she obtained a Certificate in International Taxation from Golden Gate University.

Beyond her professional accomplishments, Wendy enjoys a rich personal life. She and her husband share a passion for family and music, raising four children and cherishing their ten grandchildren. Together, they own and operate On Balance, Inc., a computer sales and repair business, balancing their entrepreneurial endeavors with a love of community and creativity.

Nancy Richardson joined SD Mayer in 2025 as part of the merger with Ronald Ruttenberg CPAs, is a seasoned professional with nearly three decades of experience supporting tax professionals and managing office operations. Her career has been defined by a commitment to efficiency, organization, and exceptional client service. Since joining Ronald Ruttenberg & Co. in 2012, she has become an integral part of the firm, bringing a keen eye for detail and a proactive approach to every aspect of the business. Her ability to streamline operations and anticipate the needs of both clients and colleagues has made her an invaluable asset to the team.

Beyond her core responsibilities in administrative support and office management, Nancy quickly expanded her role to include tax return preparation, payroll processing, property management, and bookkeeping. Her versatility and deep understanding of financial processes allow her to provide comprehensive support to clients, ensuring that their financial needs are met with precision and care. Whether she is assisting with tax compliance, managing payroll systems, or overseeing key aspects of office operations, Nancy’s dedication to excellence shines through in every task she undertakes.

Nancy’s work ethic and drive to provide service beyond expectations have made her indispensable to both her colleagues and clients. She thrives in a fast-paced environment, balancing multiple responsibilities while maintaining a high level of professionalism and attentiveness. Her ability to foster strong relationships with clients and ensure seamless office operations reflects her unwavering commitment to the firm’s success. With her extensive experience and dedication, Nancy continues to play a pivotal role in the firm’s growth and efficiency, embodying the values of integrity, precision, and exceptional service.

Lynn Rimando joined SD Mayer in 2025 as part of the merger with Bogdan Frasco CPAs, bringing over two decades of experience in office management, client support, bookkeeping, and IT coordination. Known for her versatility and commitment, Lynn has been instrumental in ensuring smooth operations and exceptional service throughout her career.

Lynn’s background includes extensive experience in managing bookkeeping tasks, such as accounts receivable, accounts payable, and bank reconciliations, as well as preparing payroll and expense reports. She has also overseen client billing, database management, and the preparation and assembly of tax returns, extensions, and financial statements.

With a strong technical aptitude, Lynn has played a key role in IT coordination, working closely with consultants to troubleshoot issues, manage software updates, and maintain server and internet functionality. Her organizational expertise extends to facilities management, where she has negotiated vendor contracts, overseen office moves, and ensured workspaces are comfortable, efficient, and well-maintained.

Throughout her career, Lynn has been dedicated to supporting her teams and clients, always striving to provide a high level of service and ensuring that all operations run seamlessly. Her proactive approach and attention to detail have made her a trusted and reliable partner in any professional setting.

Outside of work, Lynn enjoys spending time with her family. She and her husband are actively involved in supporting their son in his school and extracurricular activities. Whether coordinating events or enjoying time with loved ones, Lynn values creating meaningful connections and fostering a strong sense of community.

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.

Ronald Ruttenberg joined SD Mayer in 2025 as part of the merger with Ronald Ruttenberg CPAs, and is a seasoned Certified Public Accountant with over four decades of experience in the accounting and financial services industry. He graduated from the University of California in March 1980 and earned his CPA license in May 1983. Early in his career, Ron worked at several well-respected CPA firms in San Francisco, where he honed his expertise in tax planning, financial reporting, and business advisory services. In 1987, he joined a local San Mateo CPA firm, quickly rising to become a partner in June 1989. His leadership and commitment to client service played a key role in the firm’s success until his partner’s retirement in 2004, after which Ron took over as the sole owner, continuing to build and manage a thriving practice.

A lifelong resident of the San Francisco Peninsula, Ron was born in San Francisco and has spent most of his life in the region, fostering deep connections within the local business and nonprofit communities. His extensive experience working with individuals, businesses, and nonprofit organizations has made him a trusted advisor, known for his practical financial solutions and strategic insights. Ron’s firm has built a strong reputation for providing personalized accounting, tax, and consulting services, helping clients navigate complex financial landscapes with confidence and clarity.

Beyond his professional achievements, Ron values family above all else. He married his wife, Jenny, in 1991, and together they have raised four children. Their daughter, Greta, is now 29, while their triplets, Nathan, Rebecca, and Kevin, will be turning 28 in December. Balancing his career and family life has been a cornerstone of Ron’s journey, and he takes pride in the values of hard work, integrity, and perseverance that he has instilled in his children.

Outside of work, Ron enjoys staying active in the community, mentoring young professionals, and keeping up with the ever-evolving financial landscape. His dedication to both his clients and his family reflects his commitment to excellence in all aspects of life. With decades of experience and a passion for helping others achieve financial success, Ron continues to make a meaningful impact in the field of accounting and beyond.

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.

Mike Veynberg, CPA, joined SD Mayer in 2025 as part of the merger with Bogdan Frasco CPAs. With thirteen years of diverse accounting experience, Mike brings a wealth of knowledge from both private industry and public accounting.

Before transitioning to public accounting, Mike worked in the biotech and restaurant industries, holding roles at Nady Systems, A&F Auto Parts, Tethys Bioscience, and Mina Group. His expertise includes payroll, accounts receivable and payable, general ledger management, budgeting, forecasting, financial statement review, and stock option planning. This extensive background has given Mike a comprehensive understanding of financial operations and strategic planning, enabling him to provide valuable insights to his clients.

Mike earned a Bachelor’s degree in Corporate Finance from San Francisco State University and became a licensed CPA in 2019. His dedication to detail and commitment to helping businesses succeed make him a trusted advisor in navigating complex financial challenges.

Outside of work, Mike enjoys family life with his wife and their six-month-old baby. When he’s not busy with his family, he’s often found tackling yard work, grocery shopping, or taking the family dog for walks, finding joy in life’s simple moments.

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.