We are pleased to announce our acquisition of McFarlane, Cazale & Associates. For 50+ years, McFarlane, Cazale has provided accounting, tax and advisory services in the San Jose/Willow Glen community and throughout Silicon Valley.


Our new colleagues include the following professionals:

  • Robert Cazale, CPA, Principal
  • Raylene Harvey, EA, Tax Partner
  • Kelly Monaghan, Principal
  • Miles Yamamoto, CPA, Principal
  • Crystal Henzi, CPA, Principal
  • Grace Marty, CPA, Senior Tax Accountant
  • Loann Pham, CPA, Senior Tax Accountant
  • Cathy Pianto, Accounting/Administrative Assistant
  • Mary Aguilar, Administrative Assistant


Together, we look forward to offering a more robust array of client service offerings that align with our mission: to provide financial peace of mind. Please join us in welcoming our new colleagues and clients!