Erik oversees our Tax department, which offers our clients compliance, planning, and strategy services.

He’s a forward thinking CPA whose passion is tax strategy and advocating for small and medium business. He’s a dedicated partner and business owners love having him on their team!

Located in FL. Erik is an avid golfer, devoted family man, and usually (sometimes) committed to maintaining a healthy lifestyle!

You may be working with Jinal during the process of your tax return being prepared.

She will make sure your tax returns are complete, correct, and most tax efficient. She is also our queen of research. As your business grows, she will help you tackle all the fun tax complexities that come with it. 

Located in CA. Jinal is a mom to three little boys. She enjoys exploring sunny California and loves watching basketball. She is always on the move and traveling!

You might be working with Kyle during the process of your tax return being prepared.

He will make sure your tax returns are complete, correct, and most tax efficient. Kyle has big firm talent with boutique firm high quality client communication and relationships.

Located in PA. Kyle is a husband, dad, avid indoorsman, and restaurant enthusiast. He lives in rural Pennsylvania two miles from a dairy farm. He cannot milk a cow.

You may be working with Lily during the process of your tax return being prepared.

She will make sure your tax returns are complete, correct, and most tax efficient. She’s a pro with stock compensation and trading. ISO, NSO, ESPP, RSU, no big deal.

Located in CA. Lily loves to travel and spend her free time volunteering and giving back. Meditating is in her daily routine and is C&A’s very own meditation facilitator.

Coming Soon…

Coming Soon…

Coming Soon…

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Brandeigh helps our clients manage their monthly accounting cycle and ensures their financial statements are accurate and timely. She also meets with clients to ensure they understand their numbers and have what they need to run their business.

She oversees the Client Accounting & Advisory team’s processes, workflows, and technology.

Located in CO. Brandeigh was born and raised in Denver, CO. She can watch an entire Netflix series in one weekend and was a 3rd grade spelling bee champion!

Alex works between both tax and accounting departments and has his hands in many projects.

His collaborative and flexible work ensures pressing projects are completed and delivered with time to spare.

Located in CA. Alex and his wife have a little girl and three cats. He is a fan of road biking and enjoys road trips (especially to National Parks).

Coming soon...

Coming soon...

Kacie has the eyes overseeing all projects, and planning when work will be completed.

She will reach out to you with any questions or requests for information to get your project in our queue and started. Deadlines are her thing; she doesn’t miss any.

Located in CA. Kacie is a fire wife and dog mom to Maverick and River. She enjoys cooking, has a green thumb and is a foodie. One of her office nicknames is “Hawkeyes”.

You’ll work with Amanda on all things scheduling – Amanda is the master scheduler for David and Ashley’s calendars. Did you know you can send a group calendar poll? Amanda does.

She makes big impacts to the firm behind the scenes. Your experience with us is smooth because of wonderful work she does behind closed doors. A seasoned administrative pro.

Located in GA. Amanda is a wife, girl mom and dog mom. She is musically talented and loves board games, but watch out she’s competitive.