- Deepa Bhat, CPAPrincipal, Assurance & Advisory
Deepa Bhat, CPA, CFE, ACA, is the in-charge Principal of the ASL Assurance Group and serves privately held clients in the technology, international and construction industries. Her technology experience includes software-as-a-service, hardware, semiconductor and medical devices companies. She helps clients navigate complex and unique accounting issues encountered in their domestic as well as international operations. Deepa has conducted several group audits for her clients with a strong focus on accounting and tax rules in India. She has extensive experience advising a host of construction companies including painting, commercial, residential, and paving contractors. Deepa also heads the employee benefit plan practice and the Construction Group at ASL and is a member of the Technology Group.
Deepa worked in public accounting in India and is an Associate Member of the Institute of Chartered Accountants of India. She represented clients in the income tax courts, prepared the income tax returns of corporate and non-corporate clients, and guided clients on legal matters related to double taxation and foreign exchange remittances.
Deepa has a Master of Commerce in Accounting and a Bachelor of Commerce in Accounting and Tax from the University of Mumbai, India, and holds a Master of Arts in Economics from Rutgers University. She is a Certified Fraud Examiner (CFE) and a Certified Construction Industry Technician (CIT). Deepa speaks English, Hindi, Kannada, Marathi, and Gujarati.
Outside the office, Deepa enjoys the outdoors; hiking, road trips and camping. While at home, she loves to cook spicy vegetarian food or unwind with a movie or two with her husband who shares her passion for cinema.
- Frank Boitano, CPAPrincipal, Tax & Advisory
Frank Boitano, CPA, is a Tax Principal with over 45 years of experience. He merged his prior firm, Boitano, Sargent & Lilly, LLP, with Abbott, Stringham & Lynch in November of 2017.
Frank’s expertise is in all areas of tax. He works with individuals, partnerships, corporations, trusts and foundations. The preservation of wealth by the individual or entity drives Frank to work hard for his clients. Great personal service is a primary objective. Professionals need to be available and responsive to their clients. The Golden Rule is both a way to live your life as well as a way to respond to clients.
Frank was born and raised in Santa Clara County. He is a proud graduate of Bellarmine College Preparatory and Santa Clara University. At Santa Clara, Frank received both an undergraduate degree and an MBA.
- Franceen Borrillo, CPAPrincipal, Tax & Advisory
Franceen Borrillo, CPA, leads the ASL Real Estate Group and specializes in partnership taxation. She has extensive experience dealing with complex partnership issues including: entity formations and structuring; acquisitions and sale transactions; special allocations; ownership changes; and basis and at-risk computations. Her experience in real estate embodies a strong emphasis in tax accounting and planning for both commercial and residential real estate for joint ventures, syndications, development, construction, and property management.
Franceen is regularly involved in strategic planning and consulting on business and personal tax planning for her clients. She develops both practical and tax-saving strategies for owners of partnerships, limited liability companies, and closely held corporations. Franceen works with numerous closely held businesses to assist them with meeting business and family goals.
Franceen’s background includes over 20 years of public accounting as well as working in industry for real estate, venture capital, and technology companies.
Franceen holds a Bachelor of Science degree, Political Science, from Santa Clara University and a Bachelor of Science degree, Business Administration (Accounting concentration), from San Jose State University.
- Steve Carter, CPAPrincipal, Assurance & Advisory
Steve Carter, CPA, is a Principal in ASL’s Renewable Energy, Nonprofit, and Construction Groups. With nearly 45 years of experience, working with national, regional, and local CPA firms, Steve is well versed in providing audit, tax, and consulting services to a wide variety of closely-held businesses, including energy and environmental enterprises, technology, construction, and manufacturing. He also has extensive experience with many types of nonprofit organizations and employee benefit plan audits.
Steve holds a Bachelor of Science degree in Commerce from Santa Clara University.
- Jyothi Chillara, CPAPrincipal, Tax & Advisory
Jyothi Chillara, CPA, MST has 20+ years of experience providing tax planning, compliance, and consulting services to inbound and outbound business entities and high net worth individuals. Her area of emphasis is federal, state and international taxation of business entities (corporations and pass-through entities) and their owners. Working in private industry has given her insight into clients’ needs, and has enabled her to combine her corporate experience and technical expertise to focus on client service in public accounting. Over the years she has developed expertise serving the following industries:
– Technology sector
– Manufacturing sector
– Services sector
She has completed the IBFD NA Advanced Professional Certificate in International Taxation and earned a certificate from UCLA in International Taxation. She is one of ASL’s tech blog writers.
Jyothi has a Bachelor’s degree, Commerce in Accounting, from Osmania University, India. She also holds a Master’s degree, Taxation, from San Jose State University.
- Joshua Cross, CPAPrincipal, Assurance & Advisory
Josh Cross, CPA, is a Principal and co-chairs the ASL Nonprofit Group and is a member of ASL’s Construction Group. Josh has over fifteen years of public accounting and audit experience serving privately held companies and nonprofit organizations, including those subject to audit requirements in accordance with OMB’s Uniform Guidance. Privately held companies consist of engineering consulting firms, construction contractors, and manufacturing and distribution companies.
Josh also works on review and compilation engagements and assists with business consulting for closely-held businesses.
Josh holds a Bachelor of Science degree, Accountancy, from Northern Illinois University and a Master’s degree, Information Systems, from Northern Illinois University. He is a licensed CPA in both California and Illinois.
In his free time, Josh enjoys playing golf, basketball and spending time with his family.
- Sheba Dalaney, CPAPrincipal, Tax & Advisory
Sheba Dalaney, CPA, MST, is a Tax Principal and member of ASL’s Technology, International, and Nonprofit Groups. She has over 30 years of experience in both the tax and accounting areas. Sheba advises closely held businesses and their owners and nonprofit organizations regarding accounting practices and taxes.
Sheba is known as a problem solver, she has extensive experience in accounting software packages, payroll tax, sales tax, and tax exempt organizations. She works with clients in varying industries such as high-tech, real estate, manufacturing trades, biotech, service businesses, international companies, and nonprofits. Having started her career with a sole petitioner allowed Sheba to gain skills quickly in both accounting and tax and she has continued to work in both of those areas which is unusual in today’s departmental accounting firms. In addition, Sheba serves the needs of high-income/high-net-worth individuals, estate executors and trustees, and closely held businesses.
Sheba enjoys mentoring and training staff at all levels in both technical skills and soft skills.
Sheba holds a Master of Science in Taxation from San Jose State University and a Bachelor of Science degree in Accounting from Cal State Hayward.
Outside the office, Sheba enjoys attending concerts, gardening, and volunteering in the community.
- Jacen Dickman, CPAPrincipal, Tax & Advisory
Jacen Dickman, CPA, is a Tax Principal, assisting his clients with their individual and business taxation services. He has over 22 years of public accounting and over 6 years of industry accounting experience. Jacen specializes in working with high-net-worth individuals and closely-held businesses. In addition to individual and business tax services, Jacen assists his clients with IRS audit representation, monthly accounting and a variety of tax and accounting consulting services.
Jacen’s accounting career started at a small public accounting firm in San Jose before moving into the private sector at a structural engineering firm where among his many accounting duties, he implemented a new accounting system and developed an in-house job costing system from a programmable database program. After several years, Jacen moved back into public accounting specializing in tax for businesses and high-net-worth individuals.
A graduate of University of California at Berkeley, Jacen holds a Bachelor’s degree in Economics.
While not working, you can find Jacen taking pictures of nature, fly fishing in Montana, oil painting, building speakers or out on the golf course.
- Jeff Faust, CVAPrincipal, Valuation Services
Jeff Faust, CVA, is the Principal of Valuation Services at ASL and is part of the Emerging Business and Technology Groups. He has over 25 years of experience in the valuation of privately held companies for various purposes: stock options grants (IRC § 409A), Employee Stock Ownership Plans (ESOPs), estate/gift, fundraising, mergers/acquisitions, and more. He has provided valuation expertise to owners/shareholders, trustees, management teams, investors and start-ups of all sizes and stages of development and in a wide variety of industries including high-tech (Software, Hardware, SaaS, Mobile, Telecom, Social Media, Cloud, AI, Big Data, etc.), manufacturing, construction, engineering, retail, bio-tech, pharma, agriculture and many more. Clients range from long-established companies and highly entrepreneurial ventures to families and individuals. He has also has lectured around the world on business valuation theory and was one of the instructors for the Venture Capital Academy. He has qualified as an Expert Witness in Valuation in most of the counties in the Bay Area.
Jeff holds a Bachelor of Arts degree, Economics, from the University of California Los Angeles.
Outside the office, Jeff is a musician and plays the bass, enjoys fly fishing, hiking and the outdoors.
- Rachel Gillespie, CPAPrincipal, Tax & Advisory
Rachel Gillespie, CPA, is the in-charge Principal of the ASL Tax Group and a member of the ASL Real Estate Group. She has over 20 years of experience providing tax planning and compliance services. Specializing in taxation, Rachel’s industry focus is primarily commercial and residential real estate. She has significant experience in analysis of partnership agreements for tax compliance and legal issues. She specializes in assisting both entrepreneurs and real estate professionals with complex real estate transactions. She is also knowledgeable about tax-deferred exchanges. Rachel has worked closely with many of the top real estate developers in the Silicon Valley.
Rachel’s experience and expertise extends well beyond her primary industry focus, and encompasses partnership, individual, corporate, and trust income tax consulting and compliance in many different industries. This diversity gives her an insightful perspective from which to advise clients in the areas of taxation and long-range business planning.
In addition to her technical expertise and outstanding client service, Rachel enjoys the challenge of tax planning and likes to research complex tax problems. She also enjoys the continual educational challenges of the ever-changing tax and accounting profession.
Rachel holds a Bachelor of Science degree, Business Administration, from the California State University Chico. She has also completed coursework in the Master’s in Taxation program at Golden Gate University.
- Michael McAndrews, CPAPrincipal, Tax & Advisory
Michael McAndrews, CPA, leads the ASL Technology Group. He has over 40 years of experience providing tax planning and consulting services to multinational public companies, private companies and their owners and emerging businesses in a variety of industries including high-technology, manufacturing, food processing, and wholesale/retail distribution. Mike’s substantial experience includes assisting clients with tax issues and planning associated with domestic and international expansion, mergers and acquisitions, financial accounting for taxes, California and multistate taxation, and equity compensation arrangements. As a Technology Principal, Mike focuses primarily on expanding ASL’s practice serving the needs of high-technology companies while continuing to work with non-technology focused private companies and their owners.
Prior to joining ASL, Mike worked with two Big Four accounting firms, from which he retired in June 2013. Mike holds a Bachelor of Science degree in Commerce (Accounting concentration), from Santa Clara University.
- Bill Melton, CPAPrincipal, Tax & Advisory
Bill Melton, CPA, is a member of the Tax Group and works extensively with high-net worth individuals in the areas of income, estate and gift tax planning, and compliance. He is a trusted advisor to individuals, families, trustees, and executors, frequently addressing client needs in connection with individual and fiduciary income taxation, split-interest trust planning, private foundations, succession planning, retirement planning, real estate, and planned giving.
Bill understands the nuances of taxation. Scrutinizing his client’s current tax needs, he presents each strategy clearly, thoroughly explaining each option and its ramifications so that his client can make the most appropriate decisions.
He holds a Bachelor of Arts degree, Psychology, from San Jose State University and a Master of Science degree, Accountancy, from San Jose State University.
- Mike Morales, CPAPrincipal, Tax & Advisory
Mike Morales, CPA, MST, is a Tax Principal with over fifteen years of public accounting experience working with C and S corporations, partnerships, trusts, and high-net-worth individuals. He delivers efficient strategies to his clients to minimize their tax burden so they can concentrate on other aspects of their business. Mike has experience managing client engagements, tax compliance, and providing income tax planning advisory services.
Mike holds a Master of Science in Taxation and Bachelor of Science degree, Accounting, from San Jose State University.
Outside the office, Mike enjoys traveling, working out, and family events with his wife and two boys.
- Angel Nevis, CPAPrincipal, Tax & Advisory
Angel Nevis, CPA, MST, is a Tax Principal in the Family Wealth & Individual Tax Planning Group at ASL. She has over 16 years of public accounting experience, focused in tax preparation and planning for high-net-worth individuals and their families.
Angel has extensive knowledge of estate, trust, and gift taxation. She enjoys working with executors, trustees, and their attorneys to navigate complex tax scenarios and meet their compliance needs. She takes pride in helping her clients achieve their wealth transfer goals, and in presenting ideas clearly and concisely. Angel has also developed significant expertise in split-interest trusts and charitable giving.
Angel began her career in the high-net-worth individuals group at a Big Four accounting firm. Prior to joining ASL, she worked at a small accounting firm in Palo Alto.
Angel holds a Bachelor’s Degree, with honors, in Economics with an emphasis in Finance and Accounting from Cal Poly, San Luis Obispo, and a Master’s Degree in Taxation from San Jose State University. In 2012, she was recognized as the Most Outstanding Graduating MST student.
Outside the office, Angel loves to read, travel and spend time with her husband and daughter.
- Ray Scheaffer, CPAPrincipal, Tax & Advisory
Ray Scheaffer, CPA, is a Tax Principal with over 30 years of public accounting experience and serves as a member of the Firm’s Executive Committee. Previously, Ray served for 15 years as the Managing Principal. Ray’s leadership, vision, and passion for the profession have helped ASL become one of the top firms in the country.
Some of the skills that Ray brings to both clients and the firm include:
– Coaching and developing future leaders
– Creating and spreading a positive and diverse culture
– Facilitating strategic planning
– Developing a win-win approach to issues
Ray’s focus is on partnering with leading Bay Area closely held companies and their owners to help them achieve their business and personal goals. His areas of expertise include corporate and partnership tax, real estate and construction, estate and gift, and litigation support. His team is dedicated to supporting and adding value to clients throughout their various stages of development. Prior to joining ASL, Ray worked with another local accounting firm and the Internal Revenue Service.
Ray earned his Bachelor of Science degree, Accounting, from San Jose State University.
- Rob Trammell, CPAPrincipal, Tax & Advisory
Rob Trammell, CPA, is a Principal and member of our Construction and International groups. He has over 20 years of experience helping companies, as well as their owners and executives, meet business and financial goals. He provides counsel on enhancing business practices and tax positions throughout the company’s various stages. His practice features work with a variety of middle-market companies. He has also developed significant experience in international, technology, construction, manufacturing, and distribution.
Rob’s clients appreciate his personal approach, and his ability to explain complex and highly technical tax and accounting information in plain English.
Prior to joining ASL, Rob worked with Bay Area accounting firms focused on serving the needs of privately held enterprises.
Rob has a Bachelor of Arts degree, Business Economics, from the University of California Santa Barbara and a Master of Science degree, Taxation, from Golden Gate University.
In his free time, Rob enjoys triathlons, reading, and spending time with his family.
Read Rob’s thought leadership.
- Carol Wagner, CPAManaging Principal
Carol Wagner, CPA, is ASL’s Managing Principal. She has over 25 years of audit and accounting experience, and has held financial positions in various industries, including technology, real estate, and nonprofits. Carol serves a diverse group of clients ranging from venture-backed technology companies to construction and manufacturing companies.
In the ASL Assurance & Accounting Group, Carol functions as an engagement partner or a technical review partner. The clients she services include privately held companies in various industries including software, manufacturing, and construction companies with domestic and international operations. The financial reporting needs of her clients are complex and unique, requiring extensive knowledge of both individual industry practices as well as complex and ever-changing accounting pronouncements.
Her background also includes work with the Big Four and other accounting firms focused on closely held businesses.
Carol earned a Bachelor of Science degree, Accounting, from Lubbock Christian University.
Outside of the office, Carol enjoys outdoor activities and spending time with her family.
- Helena Bouron, CPADirector, Assurance & Advisory
Helena Bouron, CPA, is an Assurance Director and co-chairs the ASL Nonprofit Group. She serves privately held businesses and organizations throughout the Bay Area. Her practice encompasses work with nonprofit organizations including compliance audits in accordance with OMB Uniform Grant Guidance. In addition, Helena focuses on technology and manufacturing and distribution clients. Her diverse expertise also incorporates the employee benefit plans including audits for complex 403b Plans and ESOPs. Helena’s experience also includes consulting services to privately held clients and nonprofit organizations on accounting policies, internal controls, revenue recognition, mergers and acquisitions, and share-based compensation. Her background includes over 15 years in public accounting and work with businesses and organizations domestically and internationally. Helena speaks English, French, and Czech.
Helena co-chairs the CalCPA San Jose Chapter Nonprofit Committee and holds the AICPA Not-for-Profit Certification II. Helena is a licensed CPA and holds a Master’s degree in Accountancy from Golden Gate University.
In her spare time, Helena likes to travel, explore new places and cultures and enjoy fine culinary experiences.
- Ivette Carrasco, CPAManager, Tax & Advisory
Ivette Carrasco, CPA, is a Tax Manager in ASL’s Real Estate Group. Ivette has over five years of public accounting experience in tax compliance, concentrating in partnerships taxation. She has gained extensive experience on a number of partnership transactions including, partnership allocations, like-kind exchanges, purchase and sale of real estate, basis computations, and basis step-up calculations. Due to Ivette’s extensive experience, she has also assisted with IRS and California FTB audits.
Ivette graduated from San Francisco State University with a Bachelor of Science degree in Business Administration (Accounting concentration).
In her free time, Ivette enjoys traveling, hiking, and spending time with family and friends.
- Nathan CurtisChief Operating Officer
Nathan Curtis, CPA (inactive), is the Chief Operating Officer at ASL. He has over 20 years of experience in public accounting, recruiting, consulting, and operations. Nathan has helped private companies in the Bay Area build-out their accounting, finance, and internal operations capabilities, preparing for manageable and focused growth.
Nathan has a Bachelor of Arts and a Master of Accountancy degree, both from The George Washington University in Washington, D.C.
In his free time, Nathan enjoys spending time indoors, watching sports, and rescuing trapped beer.
- Kevin Epes, CPAManager, Tax & Advisory
Kevin Epes, CPA, is a Tax Manager and a member of the ASL Real Estate Group. He has over 20 years of experience, which includes public accounting and private industry. Kevin has a commitment to client service with expertise and knowledge of high-net-worth individuals, LLC’s, and partnerships. He provides tax advice and strategic planning to meet client goals and objectives.
Kevin has previous Big Four, public and private company experience, and most recently, prior to their merger with ASL, Kevin worked at Boitano, Sargent & Lilly, LLP.
Kevin holds a Bachelor of Science degree in Commerce, with a major in Accounting, from Santa Clara University.
In his free time, Kevin enjoys mountain biking, hiking, and spending time with his wife.
- Debra Horn, CPAManager, Tax & Advisory
Debra Horn, CPA, is a Tax Manager serving closely-held business groups and high net worth individuals. She is highly experienced at providing tax compliance and consulting services for clients with multiple entities, including s corporations, partnerships, c corporations, individuals, and trusts. Her passion is consulting small business owners to navigate federal and state compliance, understand the key indicators on the financial statements, and optimize owner compensation and deductions. Clients appreciate her empathetic listening and clear, concise communication.
Prior to joining ASL, Debra worked at a top 12 public accounting firm as a tax manager in their commercial services and private client services groups. She regularly presented on accounting compliance and held monthly office hours for start-up and small business owners at the business incubator sponsored by her alma mater, Missouri State University and the Missouri Small Business Development Center.
Debra holds a Bachelor of Science degree in Accounting magna cum laude in the Honors College from Missouri State University. Prior to achieving her degree in accounting, she served in the United States Air Force Reserve and was honorably discharged as a staff sergeant.
- Anu Joshi, CPASenior Manager, Tax & Advisory
Anu Joshi, CPA, is a Senior Tax Manager and a member of the Family Wealth & Individual Tax Planning Group at ASL. She has over fifteen years of public accounting experience and provides tax compliance and tax planning services for a wide variety of clients. Strong attention to detail coupled with technical knowledge and the skill to identify and resolve tax issues help Anu with her practice focus, which includes high-net-worth individuals and estates and trusts. In addition, Anu Chairs the Estates and Trusts Committee of the Silicon Valley San Jose Chapter of the CalCPA.
Prior to joining ASL, Anu worked in a variety of industries including manufacturing, financial services, and public accounting in India where she provided extensive tax, accounting, and assurance services.
Anu holds a Master of Science in Taxation from San Jose State University. Additionally, she has a Bachelor of Commerce in Accounting from the University of Mumbai, India, and was formerly a Chartered Accountant from the Institute of Chartered Accountants of India.
In her free time, Anu enjoys spending time with her children, hiking the beautiful Bay Area trails, and origami.
Read Anu’s thought leadership.
- Christy Kempski, CPAController
Christy Kempski, CPA, is the Controller at ASL. She has over 20 years of audit and accounting experience, and has held various financial positions in the technology industry as well as positions in public accounting firms.
Christy has served a diverse group of clients including emerging businesses, software professional services, real estate, and construction. In the ASL Assurance & Accounting Group, Christy functioned as a staff and reviewer. Her duties included bookkeeping, Prepared Financial Statements, Compilations, audit preparation support for clients, accounting support for entity tax returns, and compliance filings such as Payroll and Personal Property Tax.
Christy is a member of ASL’s Emerging Business Group and has spoken at their seminars and presented a webinar dedicated to year-end accounting and compliance readiness.
Her background also includes audit experience with the Big Four and other accounting firms focused on closely held business.
Christy earned a Bachelor of Science Degree in Business Administration with a concentration in Accounting from California Polytechnic State University in San Luis Obispo, CA
- Abe Livchitz, CPASenior Manager, Tax & Advisory
Abraham Livchitz, CPA, is a Senior Tax Manager in the ASL Construction, Emerging Business, and Real Estate Groups. Abe has over 30 years of public accounting and tax service experience working with privately held companies and their owners. Abe has served clients operating in the agricultural, construction, medical, and technology sectors.
During his career, Abe has provided tax compliance and planning services for business entities and their owners. He has also assisted clients with the installation and use of QuickBooks accounting software. Abe is a frequent contributor to ASL’s tech blog, quarterly newsletter, and tax alerts/updates.
Abe received his Bachelor of Science degree, Business Administration (Accounting concentration), from San Jose State University and a Master’s degree, Business Administration, from Santa Clara University.
While not thinking of tax saving ideas for his clients, Abe enjoys relaxing in his garden.
- Nikky Ly, CPAManager, Tax & Advisory
Nikky Ly, CPA, is a Tax Manager and a member of the ASL Real Estate Group. Nikky has extensive experience in tax compliance and planning for clients with a real estate focus including 1031 exchange, sale of real estate, transfer of partnership interest, etc. She is passionate about consulting clients and helping them navigate the potential tax effects of real estate transactions before the transaction occurs to optimize the best result.
Prior to joining ASL, Nikky worked for another public accounting firm in the Bay Area, serving clients in the real estate and high-tech industries.
Nikky graduated Summa Cum Laude from California State University, East Bay with a Bachelor of Science in Business Administration (concentration in Accounting and Finance). Nikky is currently pursuing her Master’s Degree in Taxation from San Jose State University.
In her free time, Nikky enjoys reading personal finance books and spending time with her family.
- Chris Madrid, CPADirector, Tax & Advisory
Chris Madrid, CPA, is a Tax Director in ASL’s Family Wealth & Individual Tax Planning Group. She has over 20 years of experience, which includes both public accounting and private industry.
In addition to serving the needs of high-income/high-net worth individuals, by providing tax planning and income tax preparation, Chris has developed significant expertise in estate, gift and trust taxation. She is an expert in the preparation of estate tax returns, and enjoys working with executors and trustees in the area of trust and estate taxation, planning, and estate administration. Her time as the controller of a family owned business has given her insight into the needs of the owners and their closely held businesses, particularly as it applies to estate and gift planning.
Prior to their merger with ASL, Chris worked as a manager at Boitano, Sargent & Lilly, LLP.
Chris has a Bachelor of Science degree, Commerce (Accounting concentration), from Santa Clara University.
- Laura MaysDirector of HR & Employee Development
Laura Mays is the Director of Employee Development. Working closely with the ASL’s Partners, Laura’s focus is driving and implementing employee development and engagement programs. Laura has over 20 years of global management experience in Human Resources, Sales Operations, and Marketing. Throughout her career, Laura’s passion has been all about people and creating a culture that provides a positive work environment, a supportive management team and employee growth opportunities.
Prior to joining ASL, Laura worked mainly in the high technology industry. Most recently at Silicon Image and Lattice Semiconductor as Director of Sales Operations. Laura earned her Bachelor of Science degree in Education at Eastern Illinois University. She is a member of the Society for Human Resources Management, Next Concept HR Association and the Association for Talent Development.
In her spare time, Laura enjoys the occasional round of golf, hosting parties, scrapbooking and spending time with her family and friends.
- Colleen McInerney, CPASenior Manager, Tax & Advisory
Colleen McInerney, CPA, is a Senior Tax Manager with over twenty years of experience providing tax compliance, planning and consulting services to high-net worth individuals, and working with closely held businesses and their owners in various industries such as manufacturing, real estate, professional services, and investment partnerships. She is also knowledgeable in estate and trusts.
Prior to joining ASL, Colleen worked for local CPA firms in San Francisco and on the Peninsula.
Colleen holds a Bachelor of Science degree, Business Administration (Economics/Finance concentration) from Notre Dame de Namur University (formerly College of Notre Dame) in Belmont, California.
- Matt Michels, CPAManager, Tax & Advisory
Matt Michels, CPA, MST, is a Tax Manager with over seven years of experience. Matt primarily provides tax compliance and tax planning services to privately held businesses and their owners in a variety of industries including technology. Matt extensively works with clients with multiple entities including C-corporations, S-Corporations, and partnerships. Matt strives to build long term relationships with the clients he serves.
Prior to joining ASL, Matt worked for a mid-size public accounting firm in their corporate group.
Matt holds a Master’s degree in Taxation and a Bachelor’s degree in Accounting from San Jose State University.
Outside the office, Matt enjoys traveling with his wife, spending time with family & friends, barbecuing, and watching a good movie.
- Patrick Ngai, CPASenior Manager, Assurance & Advisory
Patrick Ngai, CPA, is a Senior Assurance Manager with over ten years of public accounting and audit experience serving nonprofit organizations and privately held companies. He has extensive expertise working with a wide variety of retirement plans and nonprofit clients including organizations specializing in community services and education. He also has assurance and advisory experience in various industries including manufacturing companies with international transactions, investor-backed private technology startups and renewable energy.
Patrick has a Master of Science degree, Taxation, from Golden State University and a Bachelor of Science degree, Math & Applied Science (Management and Accounting concentration) from the University of California, Los Angeles.
- Jillian Pace, CPAManager, Tax & Advisory
Jillian Pace, CPA, MST, is a Tax Manager in ASL’s Real Estate Group. She has over six years of experience in public accounting specializing in partnership taxation. She has extensive experience consulting her clients on a number of partnership tax matters including, evaluating the tax and legal aspects of partnership agreements, determining partnership allocations, maintaining 704(b) capital accounts, dealing with acquisitions and sale transactions, basis computations, etc. Jillian also has experience providing corporate tax compliance services to S and C corporations, including services for consolidated entities and provision work, as well as some experience assisting clients with their international and state and local tax compliance needs.
Prior to joining ASL, Jillian worked for a top 6 public accounting firm, serving public and private clients in a variety of industries including financial services, private equity, real estate, and hospitality.
Jillian holds both a Bachelor of Science degree, Business Administration (Accounting concentration), and a Master of Science degree, Taxation, from The University of Miami. Go Canes!
In her free time, Jillian enjoys traveling, dancing, playing and listening to music, hiking, and anything on the water.
- Irina Plevako, CFA, CVAManager of Valuation Services
Irina Plevako, CFA, CVA, is the Manager of Valuation Services at ASL. She oversees valuation assignments of privately held businesses for financial reporting, gift and estate, tax planning, Employee Stock Ownership Plans (ESOPs), business planning, and corporate reorganizations. She brings a diverse industry background and strong experience in valuation, financial analysis, and project execution to ASL.
Over the course of her career, Irina has performed hundreds of equity and asset valuations for private and public companies both in the US and internationally. She has expertise in valuing stock of early stage start-ups as well as pre-IPO and acquisition-ready entities. Her specialty includes allocation of equity value to securities in complex capital structures and valuation of securities issued for employee compensation for 409A purposes. Irina also performs purchase price allocation projects and goodwill impairment analysis.
Irina holds the Chartered Financial Analyst (CFA) and the Certified Valuation Analyst (CVA) designations. She earned her Master’s degree, International Affairs (Economics and Finance concentration), from Yale University and Bachelor’s degree, International Economics, from Vladivostok University of Economics in Russia.
Outside the office, Irina loves spending time with family and friends, reading, traveling, and exploring Bay Area hiking trails.
- Nick Price, CPAManager, Tax & Advisory
Nick Price, CPA, is a Tax Manager in ASL’s Real Estate Group. He has over seven years of experience in public accounting specializing in partnership and high-net-worth individual taxation. He has extensive experience with providing tax compliance and consulting services for clients with multiple entities, including partnerships, s corporations, individuals and trusts.
Prior to joining ASL, Nick worked for a Big Four public accounting firm in their Private Client group.
Nick holds a Bachelor’s degree in Business Administration with an emphasis in accounting from California State University San Marcos.
In his free time, Nick enjoys spending time with his wife and daughter, cooking a meal for his family, and spending time with his family watching their hometown San Diego Padres.
- Samantha Ramirez, CPAManager, Tax & Advisory
Samantha Ramirez, CPA, is a Tax Manager in ASL’s Real Estate Group and Nonprofit Group. Sam has over eleven years of public accounting experience serving the tax compliance needs of individuals, partnerships, nonprofits, trusts and estates.
With a commitment to client service, Sam prides herself on making clients’ needs her priority and finding ways to optimize their business goals, while navigating the complex tax laws. She has the ability to relay complicated tax jargon in an easily understood manner, which is appreciated by her clients. And due to Sam’s many years of experience with nonprofits, she enjoys acting as a resource for tax-exempt organizations, big and small.
Sam holds a Master of Science Taxation from San Jose State University and a Bachelor of Arts degree, Business Economics (Accounting concentration) from the University of California, Santa Barbara.
- Karen Ritchie, CPADirector of Tax Operations
Karen Ritchie, CPA, MST, has been in the public accounting industry over 15 years and assists with the management of our tax department. Karen’s focus is on serving our clients better by ensuring our team of tax professionals have the tools, training, and resources necessary to provide the highest quality service. She has developed in-house software, designed new processes, and updated firm procedures to promote efficiency and improve our employee’s work-life balance. She works closely with our vendors, administrative staff, and IT personnel. Her passion is to help ensure everyone at the firm has the best experience possible working at ASL.
Karen holds a Master of Science, Taxation from San Jose State University. Additionally, she has a Bachelor of Science in Business Administration: Accounting from San Jose State University.
Karen lives in Scotts Valley and spends her free time with her husband and daughter. On the weekends you can find them at the Farmer’s Market, Girl Scout events, renovating some portion of the house, or taking a family bike ride.
- Nick Sabbatini, CPAManager, Assurance & Advisory
Nick Sabbatini, CPA, is an Assurance Manager with over seven years of experience. He works with a variety of privately-held and nonprofit entities in the Bay Area, encompassing start-up technologies, established international businesses, and organizations providing financial and humanitarian services to domestic and foreign individuals. This experience has provided Nick with expertise in some unique accounting areas involving internally developed technologies and application solutions, as well as revenue recognition for transactions that involve multiple performance obligations. In addition to annual assurance services, and as someone who truly believes in client service, Nick provides recommendations and acts as an advisor on accounting policies and internal controls, new accounting issues, and their potential impact on operations.
Prior to joining ASL, Nick worked with a Big Four accounting firm in the Bay Area. Nick holds a Bachelor of Science degree, Business Administration (Accounting), from San Jose State University, where he graduated with honors.
- Charlie Shureen, CPASenior Manager, Tax & Advisory
Charlie Shureen, CPA, MST, is a Senior Tax Manager with over 11 years of tax experience at Big 4 and national accounting firms. Charlie provides tax planning and consulting services to privately held businesses and their owners, emerging companies, and middle market enterprises in a variety of industries. Charlie helps clients with the tax aspects of business formation and expansion, mergers & acquisitions, international and multi-state operations, financial accounting for income taxes, equity-based compensation, and ever-changing tax laws.
Charlie holds a Master’s degree in Business Taxation from Golden Gate University and a Bachelor’s degree from UCLA.
Outside the office, Charlie enjoys traveling, hiking, reading, and spending time with his wife and family.
- Emilie Thell, CPAManager, Assurance & Advisory
Emilie Thell, CPA, is an Assurance Manager with over eight years of public accounting and audit experience serving governmental entities and nonprofit organizations, including compliance audits in accordance with OMB Uniform Grant Compliance. She has worked with a wide variety of retirement plans and nonprofit clients including organizations specializing in community services, health and human services, and education. She serves as the Treasurer for The Way Forward Group, a Wisconsin nonprofit organization.
Emilie has a Bachelor of Science degree in Accounting from St. Catherine University in St. Paul, Minnesota.
When not busy crunching numbers, she enjoys time at home with two rambunctious beagles and annual canoe camping trips down the St. Croix River.
- Becky Watson, CPAManager, Assurance & Advisory
Becky Watson, CPA, is one of Abbott, Stringham & Lynch’s most versatile employees, she has over fourteen years of experience in accounting and over twenty years of experience serving privately held companies and organizations including high-tech, construction, manufacturing, and nonprofit organizations. As an Assurance Manager, Becky fulfills assignments on audits, reviews, and other attestations of client financial statements. Becky also provides assistance with various software applications including accounting systems and internal engagement workflow systems.
As a member of the Construction Group, Becky is dedicated to achieving expertise in construction industry accounting systems. Becky has the honor of being a certified Construction Industry Technician and is the Treasurer of the local NAWIC Chapter, Silicon Valley.
Her diverse educational background gives her a unique perspective into the interactions between accounting and computer systems. Becky has completed accounting courses at San José City College and Evergreen Valley College and has earned her Bachelor of Science degree in Computer Science from Utah Valley University.
Outside the office, Becky is an accomplished pianist, is making progress on the pedals of the organ, and enjoys laughing and singing with her husband.
- Amy Whitcomb Price, CPADirector, Tax & Advisory
Amy Whitcomb Price, CPA, MST, is a Tax Director in ASL’s Real Estate Group, assisting her clients with their individual and business taxation needs, including compliance, planning, and consulting services. She has over 16 years of public accounting experience. She has extensive experience working with partnership entities in the following industries: real estate, private equity, and venture capital. In addition, she has experience dealing with complex partnership issues which include structuring, acquisition and sale transactions, special allocations, ownership changes, and basis computations.
Amy is involved in strategic planning and consulting on business and personal tax planning for her clients. She develops both practical and tax-saving strategies for owners of partnerships, limited liability companies, and S-Corporations. Amy works with numerous closely held businesses to assist them with achieving business and family goals.
Through the years, Amy has worked for two Big 4 accounting firms, as well as national and regional accounting firms, which finally lead her to ASL. Amy lives in San Diego with her fellow CPA husband and young daughter.
Amy holds a Bachelor’s degree in Business, with an emphasis in accounting, from Cal Poly San Luis Obispo. She also received her Master’s in Taxation Degree from Golden Gate University.
Read Amy’s thought leadership.