Carol Fan, CPA, Senior Tax Manager

Carol is a graduate of Golden Gate University with an MS in Accounting and China University of Geosciences with a BS in Gemology.

Most recently, Carol was a Senior Tax Manager at Hood & Strong LLP in San Jose, California. She is a generalist with broad experience in individual and business tax returns, including estates and trusts and some international tax. Previously, Carol was a Tax Manager at Isabel, Chiu & Company LLP in Milpitas, California. She began her public accounting career as a Staff Accountant and was eventually promoted to Tax Manager at Brown Adams LLP in Palo Alto, California.


Collin Plehiers, CPA, Senior Tax Manager

Collin is a graduate of San Jose State University with a BS in Business Administration, Management. He also completed the Certificate of Advanced Accounting Proficiency (CAAP) at Santa Clara University.

Collin joins us from Hock Company, LLP in Palo Alto, California, where he held the position of Senior Tax Manager, specializing in individual tax and stock compensation. He began his public accounting career at Wheeler Accountants, LLP in San Jose, California.


Iris Hao, Staff Accountant

Iris is a graduate of Washington University, Olin Business School (St. Louis, MO) with an MS in Accounting and Rhodes College (Memphis, TN) with a BA in Commerce & Business.

Most recently, Iris was a Staff Accountant at Fong, Ko & Associates in San Mateo, California with experience in assurance and tax. Additionally, she has completed internships in accounting and finance.


Marie Byars, Senior Tax Accountant

Marie is a graduate of Sonoma State University with a BS in Business Administration (magna cum laude), where she was a member of Beta Gamma Sigma and Gamma Phi Beta.

Marie joins us from KPMG in San Francisco, California, where she started as an intern and advanced to the position of Senior Tax Accountant. Her experience includes tax return preparation, review and research on behalf of high net worth individuals, trusts, businesses and foreign sovereign wealth funds


Matthew Martinez, Staff Accountant

Matt is a graduate of California State University, Chico with a BS in Business Administration/Accounting.

Most recently, Matt was employed as an Operations Manager by Blendid, a Bay Area start-up that provides automated food services. Matt also held various positions in retail sales and management with Recreation Equipment, In. (REI).


Samuel Cannon, Client Services Specialist

Sam is a graduate of California Baptist University with an MS in Psychology and BA in Behavioral Science. He holds Series 7/66 and California Insurance licenses and recently passed the Certified Financial Planner (CFP®) exam.

Sam joins us from Fidelity Investments in Los Gatos, California, where he began his wealth management career as a Financial Representative and later advanced to Relationship Manager.


Selene Wang, CPA, Senior Tax Accountant

Selene is a graduate of Southern Methodist University, Cox School of Business with an MS in Accounting and Shanghai Normal University with a BA in English.

Most recently, Selene was a Senior Tax Accountant at ASAM, LLP in San Francisco, California and previously as a Senior Tax Accountant at Seiler, LLP in Redwood City, California and as a Staff Accountant Christopher Huang CPAs in San Jose, California.