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Alex Douglas
Administrative Assistant

    Introduction

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    Alex Douglas
    Administrative Assistant

      Introduction

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      Bailee
      Security

        Introduction

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        Alex Douglas
        Administrative Assistant

          Introduction

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          Bailee
          Security

            Introduction

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            Buddy
            Security

              Introduction

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              Alex Douglas
              Administrative Assistant

                Introduction

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                Bailee
                Security

                  Introduction

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                  Buddy
                  Security

                    Introduction

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                    Cecilia Van Voorhees
                    Staff Accountant

                      Introduction

                      Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                      Alex Douglas
                      Administrative Assistant

                        Introduction

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                        Bailee
                        Security

                          Introduction

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                          Buddy
                          Security

                            Introduction

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                            Cecilia Van Voorhees
                            Staff Accountant

                              Introduction

                              Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                              Christine C. Elliott
                              Staff Accountant

                                Introduction

                                Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

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                                Alex Douglas
                                Administrative Assistant

                                  Introduction

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                                  Bailee
                                  Security

                                    Introduction

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                                    Buddy
                                    Security

                                      Introduction

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                                      Cecilia Van Voorhees
                                      Staff Accountant

                                        Introduction

                                        Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                                        Christine C. Elliott
                                        Staff Accountant

                                          Introduction

                                          Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

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                                          Dea McCarthy
                                          Digital Records Administrator

                                            Introduction

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                                            Alex Douglas
                                            Administrative Assistant

                                              Introduction

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                                              Bailee
                                              Security

                                                Introduction

                                                × close


                                                Buddy
                                                Security

                                                  Introduction

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                                                  Cecilia Van Voorhees
                                                  Staff Accountant

                                                    Introduction

                                                    Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                                                    Christine C. Elliott
                                                    Staff Accountant

                                                      Introduction

                                                      Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

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                                                      Dea McCarthy
                                                      Digital Records Administrator

                                                        Introduction

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                                                        Deborah Huygen Ward, CPA, MST
                                                        Research Director

                                                          Introduction

                                                          Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                           

                                                          Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

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                                                          Alex Douglas
                                                          Administrative Assistant

                                                            Introduction

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                                                            Bailee
                                                            Security

                                                              Introduction

                                                              × close


                                                              Buddy
                                                              Security

                                                                Introduction

                                                                × close


                                                                Cecilia Van Voorhees
                                                                Staff Accountant

                                                                  Introduction

                                                                  Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                  × close


                                                                  Christine C. Elliott
                                                                  Staff Accountant

                                                                    Introduction

                                                                    Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                    × close


                                                                    Dea McCarthy
                                                                    Digital Records Administrator

                                                                      Introduction

                                                                      × close


                                                                      Deborah Huygen Ward, CPA, MST
                                                                      Research Director

                                                                        Introduction

                                                                        Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                         

                                                                        Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

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                                                                        Elaine Elkind
                                                                        Bookkeeper

                                                                          Introduction

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                                                                          Alex Douglas
                                                                          Administrative Assistant

                                                                            Introduction

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                                                                            Bailee
                                                                            Security

                                                                              Introduction

                                                                              × close


                                                                              Buddy
                                                                              Security

                                                                                Introduction

                                                                                × close


                                                                                Cecilia Van Voorhees
                                                                                Staff Accountant

                                                                                  Introduction

                                                                                  Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                  × close


                                                                                  Christine C. Elliott
                                                                                  Staff Accountant

                                                                                    Introduction

                                                                                    Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                    × close


                                                                                    Dea McCarthy
                                                                                    Digital Records Administrator

                                                                                      Introduction

                                                                                      × close


                                                                                      Deborah Huygen Ward, CPA, MST
                                                                                      Research Director

                                                                                        Introduction

                                                                                        Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                         

                                                                                        Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

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                                                                                        Elaine Elkind
                                                                                        Bookkeeper

                                                                                          Introduction

                                                                                          × close


                                                                                          Eli Shlaes, MST
                                                                                          Tax Manager

                                                                                            Introduction

                                                                                            Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                            He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                            A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                            × close


                                                                                            Alex Douglas
                                                                                            Administrative Assistant

                                                                                              Introduction

                                                                                              × close


                                                                                              Bailee
                                                                                              Security

                                                                                                Introduction

                                                                                                × close


                                                                                                Buddy
                                                                                                Security

                                                                                                  Introduction

                                                                                                  × close


                                                                                                  Cecilia Van Voorhees
                                                                                                  Staff Accountant

                                                                                                    Introduction

                                                                                                    Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                    × close


                                                                                                    Christine C. Elliott
                                                                                                    Staff Accountant

                                                                                                      Introduction

                                                                                                      Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                      × close


                                                                                                      Dea McCarthy
                                                                                                      Digital Records Administrator

                                                                                                        Introduction

                                                                                                        × close


                                                                                                        Deborah Huygen Ward, CPA, MST
                                                                                                        Research Director

                                                                                                          Introduction

                                                                                                          Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                           

                                                                                                          Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                          × close


                                                                                                          Elaine Elkind
                                                                                                          Bookkeeper

                                                                                                            Introduction

                                                                                                            × close


                                                                                                            Eli Shlaes, MST
                                                                                                            Tax Manager

                                                                                                              Introduction

                                                                                                              Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                              He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                              A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                              × close


                                                                                                              Erica Hamby, CPA
                                                                                                              Senior Tax Accountant

                                                                                                                Introduction

                                                                                                                Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                × close


                                                                                                                Alex Douglas
                                                                                                                Administrative Assistant

                                                                                                                  Introduction

                                                                                                                  × close


                                                                                                                  Bailee
                                                                                                                  Security

                                                                                                                    Introduction

                                                                                                                    × close


                                                                                                                    Buddy
                                                                                                                    Security

                                                                                                                      Introduction

                                                                                                                      × close


                                                                                                                      Cecilia Van Voorhees
                                                                                                                      Staff Accountant

                                                                                                                        Introduction

                                                                                                                        Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                        × close


                                                                                                                        Christine C. Elliott
                                                                                                                        Staff Accountant

                                                                                                                          Introduction

                                                                                                                          Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                          × close


                                                                                                                          Dea McCarthy
                                                                                                                          Digital Records Administrator

                                                                                                                            Introduction

                                                                                                                            × close


                                                                                                                            Deborah Huygen Ward, CPA, MST
                                                                                                                            Research Director

                                                                                                                              Introduction

                                                                                                                              Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                               

                                                                                                                              Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                              × close


                                                                                                                              Elaine Elkind
                                                                                                                              Bookkeeper

                                                                                                                                Introduction

                                                                                                                                × close


                                                                                                                                Eli Shlaes, MST
                                                                                                                                Tax Manager

                                                                                                                                  Introduction

                                                                                                                                  Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                  He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                  A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                  × close


                                                                                                                                  Erica Hamby, CPA
                                                                                                                                  Senior Tax Accountant

                                                                                                                                    Introduction

                                                                                                                                    Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                    × close


                                                                                                                                    Greg Burglin, MST
                                                                                                                                    Tax Consultant

                                                                                                                                      Introduction

                                                                                                                                      Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

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                                                                                                                                      Alex Douglas
                                                                                                                                      Administrative Assistant

                                                                                                                                        Introduction

                                                                                                                                        × close


                                                                                                                                        Bailee
                                                                                                                                        Security

                                                                                                                                          Introduction

                                                                                                                                          × close


                                                                                                                                          Buddy
                                                                                                                                          Security

                                                                                                                                            Introduction

                                                                                                                                            × close


                                                                                                                                            Cecilia Van Voorhees
                                                                                                                                            Staff Accountant

                                                                                                                                              Introduction

                                                                                                                                              Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                              × close


                                                                                                                                              Christine C. Elliott
                                                                                                                                              Staff Accountant

                                                                                                                                                Introduction

                                                                                                                                                Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                × close


                                                                                                                                                Dea McCarthy
                                                                                                                                                Digital Records Administrator

                                                                                                                                                  Introduction

                                                                                                                                                  × close


                                                                                                                                                  Deborah Huygen Ward, CPA, MST
                                                                                                                                                  Research Director

                                                                                                                                                    Introduction

                                                                                                                                                    Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                     

                                                                                                                                                    Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                    × close


                                                                                                                                                    Elaine Elkind
                                                                                                                                                    Bookkeeper

                                                                                                                                                      Introduction

                                                                                                                                                      × close


                                                                                                                                                      Eli Shlaes, MST
                                                                                                                                                      Tax Manager

                                                                                                                                                        Introduction

                                                                                                                                                        Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                        He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                        A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                        × close


                                                                                                                                                        Erica Hamby, CPA
                                                                                                                                                        Senior Tax Accountant

                                                                                                                                                          Introduction

                                                                                                                                                          Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                          × close


                                                                                                                                                          Greg Burglin, MST
                                                                                                                                                          Tax Consultant

                                                                                                                                                            Introduction

                                                                                                                                                            Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                            × close


                                                                                                                                                            Jo Klink
                                                                                                                                                            Administrative Assistant

                                                                                                                                                              Introduction

                                                                                                                                                              × close


                                                                                                                                                              Alex Douglas
                                                                                                                                                              Administrative Assistant

                                                                                                                                                                Introduction

                                                                                                                                                                × close


                                                                                                                                                                Bailee
                                                                                                                                                                Security

                                                                                                                                                                  Introduction

                                                                                                                                                                  × close


                                                                                                                                                                  Buddy
                                                                                                                                                                  Security

                                                                                                                                                                    Introduction

                                                                                                                                                                    × close


                                                                                                                                                                    Cecilia Van Voorhees
                                                                                                                                                                    Staff Accountant

                                                                                                                                                                      Introduction

                                                                                                                                                                      Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                      × close


                                                                                                                                                                      Christine C. Elliott
                                                                                                                                                                      Staff Accountant

                                                                                                                                                                        Introduction

                                                                                                                                                                        Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                        × close


                                                                                                                                                                        Dea McCarthy
                                                                                                                                                                        Digital Records Administrator

                                                                                                                                                                          Introduction

                                                                                                                                                                          × close


                                                                                                                                                                          Deborah Huygen Ward, CPA, MST
                                                                                                                                                                          Research Director

                                                                                                                                                                            Introduction

                                                                                                                                                                            Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                             

                                                                                                                                                                            Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                            × close


                                                                                                                                                                            Elaine Elkind
                                                                                                                                                                            Bookkeeper

                                                                                                                                                                              Introduction

                                                                                                                                                                              × close


                                                                                                                                                                              Eli Shlaes, MST
                                                                                                                                                                              Tax Manager

                                                                                                                                                                                Introduction

                                                                                                                                                                                Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                × close


                                                                                                                                                                                Erica Hamby, CPA
                                                                                                                                                                                Senior Tax Accountant

                                                                                                                                                                                  Introduction

                                                                                                                                                                                  Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                  × close


                                                                                                                                                                                  Greg Burglin, MST
                                                                                                                                                                                  Tax Consultant

                                                                                                                                                                                    Introduction

                                                                                                                                                                                    Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                    × close


                                                                                                                                                                                    Jo Klink
                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                      Introduction

                                                                                                                                                                                      × close


                                                                                                                                                                                      Julie Clark
                                                                                                                                                                                      Staff Bookkeeper

                                                                                                                                                                                        Introduction

                                                                                                                                                                                        × close


                                                                                                                                                                                        Alex Douglas
                                                                                                                                                                                        Administrative Assistant

                                                                                                                                                                                          Introduction

                                                                                                                                                                                          × close


                                                                                                                                                                                          Bailee
                                                                                                                                                                                          Security

                                                                                                                                                                                            Introduction

                                                                                                                                                                                            × close


                                                                                                                                                                                            Buddy
                                                                                                                                                                                            Security

                                                                                                                                                                                              Introduction

                                                                                                                                                                                              × close


                                                                                                                                                                                              Cecilia Van Voorhees
                                                                                                                                                                                              Staff Accountant

                                                                                                                                                                                                Introduction

                                                                                                                                                                                                Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                                                × close


                                                                                                                                                                                                Christine C. Elliott
                                                                                                                                                                                                Staff Accountant

                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                  Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                  × close


                                                                                                                                                                                                  Dea McCarthy
                                                                                                                                                                                                  Digital Records Administrator

                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                    × close


                                                                                                                                                                                                    Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                    Research Director

                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                      Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                       

                                                                                                                                                                                                      Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                                                      × close


                                                                                                                                                                                                      Elaine Elkind
                                                                                                                                                                                                      Bookkeeper

                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                        × close


                                                                                                                                                                                                        Eli Shlaes, MST
                                                                                                                                                                                                        Tax Manager

                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                          Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                          He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                          A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                                          × close


                                                                                                                                                                                                          Erica Hamby, CPA
                                                                                                                                                                                                          Senior Tax Accountant

                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                            Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                            × close


                                                                                                                                                                                                            Greg Burglin, MST
                                                                                                                                                                                                            Tax Consultant

                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                              Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                              × close


                                                                                                                                                                                                              Jo Klink
                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                × close


                                                                                                                                                                                                                Julie Clark
                                                                                                                                                                                                                Staff Bookkeeper

                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                  Kate Morrow
                                                                                                                                                                                                                  Administrative Assistant

                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                    Alex Douglas
                                                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                      Bailee
                                                                                                                                                                                                                      Security

                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                        Buddy
                                                                                                                                                                                                                        Security

                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                          Cecilia Van Voorhees
                                                                                                                                                                                                                          Staff Accountant

                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                            Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                            Christine C. Elliott
                                                                                                                                                                                                                            Staff Accountant

                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                              Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                              Dea McCarthy
                                                                                                                                                                                                                              Digital Records Administrator

                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                Research Director

                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                  Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                   

                                                                                                                                                                                                                                  Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                  Elaine Elkind
                                                                                                                                                                                                                                  Bookkeeper

                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                    Eli Shlaes, MST
                                                                                                                                                                                                                                    Tax Manager

                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                      Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                      He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                      A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                      Erica Hamby, CPA
                                                                                                                                                                                                                                      Senior Tax Accountant

                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                        Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                        Greg Burglin, MST
                                                                                                                                                                                                                                        Tax Consultant

                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                          Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                          Jo Klink
                                                                                                                                                                                                                                          Administrative Assistant

                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                            Julie Clark
                                                                                                                                                                                                                                            Staff Bookkeeper

                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                              Kate Morrow
                                                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                Kelly Glass
                                                                                                                                                                                                                                                Payroll/Bookkeeper

                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                  Alex Douglas
                                                                                                                                                                                                                                                  Administrative Assistant

                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                    Bailee
                                                                                                                                                                                                                                                    Security

                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                      Buddy
                                                                                                                                                                                                                                                      Security

                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                        Cecilia Van Voorhees
                                                                                                                                                                                                                                                        Staff Accountant

                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                          Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                          Christine C. Elliott
                                                                                                                                                                                                                                                          Staff Accountant

                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                            Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                            Dea McCarthy
                                                                                                                                                                                                                                                            Digital Records Administrator

                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                              Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                              Research Director

                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                 

                                                                                                                                                                                                                                                                Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                Elaine Elkind
                                                                                                                                                                                                                                                                Bookkeeper

                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                  Eli Shlaes, MST
                                                                                                                                                                                                                                                                  Tax Manager

                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                    Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                    He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                    A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                    Erica Hamby, CPA
                                                                                                                                                                                                                                                                    Senior Tax Accountant

                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                      Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                      Greg Burglin, MST
                                                                                                                                                                                                                                                                      Tax Consultant

                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                        Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                        Jo Klink
                                                                                                                                                                                                                                                                        Administrative Assistant

                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                          Julie Clark
                                                                                                                                                                                                                                                                          Staff Bookkeeper

                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                            Kate Morrow
                                                                                                                                                                                                                                                                            Administrative Assistant

                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                              Kelly Glass
                                                                                                                                                                                                                                                                              Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                Principal CPA and Founder

                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                EDUCATION

                                                                                                                                                                                                                                                                                Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                EXPERIENCE
                                                                                                                                                                                                                                                                                Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                Alex Douglas
                                                                                                                                                                                                                                                                                Administrative Assistant

                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                  Bailee
                                                                                                                                                                                                                                                                                  Security

                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                    Buddy
                                                                                                                                                                                                                                                                                    Security

                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                      Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                        Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                        Christine C. Elliott
                                                                                                                                                                                                                                                                                        Staff Accountant

                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                          Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                          Dea McCarthy
                                                                                                                                                                                                                                                                                          Digital Records Administrator

                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                            Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                            Research Director

                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                              Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                                               

                                                                                                                                                                                                                                                                                              Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                              Elaine Elkind
                                                                                                                                                                                                                                                                                              Bookkeeper

                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                Tax Manager

                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                  Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                                                  He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                                                  A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                  Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                  Senior Tax Accountant

                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                    Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                    Greg Burglin, MST
                                                                                                                                                                                                                                                                                                    Tax Consultant

                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                      Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                      Jo Klink
                                                                                                                                                                                                                                                                                                      Administrative Assistant

                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                        Julie Clark
                                                                                                                                                                                                                                                                                                        Staff Bookkeeper

                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                          Kate Morrow
                                                                                                                                                                                                                                                                                                          Administrative Assistant

                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                            Kelly Glass
                                                                                                                                                                                                                                                                                                            Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                              Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                              Principal CPA and Founder

                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                              EDUCATION

                                                                                                                                                                                                                                                                                                              Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                                              EXPERIENCE
                                                                                                                                                                                                                                                                                                              Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                                              PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                                              Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

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                                                                                                                                                                                                                                                                                                              Margurite Murphy
                                                                                                                                                                                                                                                                                                              Office Manager

                                                                                                                                                                                                                                                                                                                Introduction

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                                                                                                                                                                                                                                                                                                                Alex Douglas
                                                                                                                                                                                                                                                                                                                Administrative Assistant

                                                                                                                                                                                                                                                                                                                  Introduction

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                                                                                                                                                                                                                                                                                                                  Bailee
                                                                                                                                                                                                                                                                                                                  Security

                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                    Buddy
                                                                                                                                                                                                                                                                                                                    Security

                                                                                                                                                                                                                                                                                                                      Introduction

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                                                                                                                                                                                                                                                                                                                      Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                        Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                                                                                                                                                                                                                                                                                                                        Christine C. Elliott
                                                                                                                                                                                                                                                                                                                        Staff Accountant

                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                          Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

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                                                                                                                                                                                                                                                                                                                          Dea McCarthy
                                                                                                                                                                                                                                                                                                                          Digital Records Administrator

                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                            Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                            Research Director

                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                              Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                                                                               

                                                                                                                                                                                                                                                                                                                              Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

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                                                                                                                                                                                                                                                                                                                              Elaine Elkind
                                                                                                                                                                                                                                                                                                                              Bookkeeper

                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                Tax Manager

                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                  Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                                                                                  He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                                                                                  A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

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                                                                                                                                                                                                                                                                                                                                  Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                  Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                    Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

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                                                                                                                                                                                                                                                                                                                                    Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                    Tax Consultant

                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                      Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

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                                                                                                                                                                                                                                                                                                                                      Jo Klink
                                                                                                                                                                                                                                                                                                                                      Administrative Assistant

                                                                                                                                                                                                                                                                                                                                        Introduction

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                                                                                                                                                                                                                                                                                                                                        Julie Clark
                                                                                                                                                                                                                                                                                                                                        Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                          Introduction

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                                                                                                                                                                                                                                                                                                                                          Kate Morrow
                                                                                                                                                                                                                                                                                                                                          Administrative Assistant

                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                            Kelly Glass
                                                                                                                                                                                                                                                                                                                                            Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                              Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                              Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                              EDUCATION

                                                                                                                                                                                                                                                                                                                                              Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                                                                              EXPERIENCE
                                                                                                                                                                                                                                                                                                                                              Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                                                                              PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                                                                              Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

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                                                                                                                                                                                                                                                                                                                                              Margurite Murphy
                                                                                                                                                                                                                                                                                                                                              Office Manager

                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                Marina McKenna
                                                                                                                                                                                                                                                                                                                                                Staff Accountant

                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                  Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

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                                                                                                                                                                                                                                                                                                                                                  Alex Douglas
                                                                                                                                                                                                                                                                                                                                                  Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                    Bailee
                                                                                                                                                                                                                                                                                                                                                    Security

                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                      Buddy
                                                                                                                                                                                                                                                                                                                                                      Security

                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                        Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                                                        Staff Accountant

                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                          Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                          Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                          Staff Accountant

                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                            Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                            Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                            Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                              Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                              Research Director

                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                                                                                                                 

                                                                                                                                                                                                                                                                                                                                                                Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                  Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                  Tax Manager

                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                    Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                                                                                                                    He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                                                                                                                    A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                                    Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                    Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                      Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                                      Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                      Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                        Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                                        Jo Klink
                                                                                                                                                                                                                                                                                                                                                                        Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                                          Julie Clark
                                                                                                                                                                                                                                                                                                                                                                          Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                                            Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                            Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                                              Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                              Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                                Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                EDUCATION

                                                                                                                                                                                                                                                                                                                                                                                Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                                                                                                                EXPERIENCE
                                                                                                                                                                                                                                                                                                                                                                                Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                                                                                                                PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                                                                                                                Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

                                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                                Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                Office Manager

                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                                  Marina McKenna
                                                                                                                                                                                                                                                                                                                                                                                  Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                    Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

                                                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                                                    Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                    Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                      Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                                                      Alex Douglas
                                                                                                                                                                                                                                                                                                                                                                                      Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                                                        Bailee
                                                                                                                                                                                                                                                                                                                                                                                        Security

                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                                                          Buddy
                                                                                                                                                                                                                                                                                                                                                                                          Security

                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                                                            Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                                                                                            Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                              Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                                                              Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                              Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                                                Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                                                  Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                  Research Director

                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                    Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                                                                                                                                                     

                                                                                                                                                                                                                                                                                                                                                                                                    Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                                                                    Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                    Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                                                                      Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                      Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                        Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                                                                                                                                                        He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                                                                                                                                                        A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                                                                        Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                        Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                          Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                                                                          Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                          Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                            Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                                                                            Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                            Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                              Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                              Staff Bookkeeper

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                                                                                                                                                                                                                                                                                                                                                                                                                Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                Administrative Assistant

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                                                                                                                                                                                                                                                                                                                                                                                                                  Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                  Payroll/Bookkeeper

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                                                                                                                                                                                                                                                                                                                                                                                                                    Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                    Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                    EDUCATION

                                                                                                                                                                                                                                                                                                                                                                                                                    Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                                                                                                                                                    EXPERIENCE
                                                                                                                                                                                                                                                                                                                                                                                                                    Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                                                                                                                                                    PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                                                                                                                                                    Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

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                                                                                                                                                                                                                                                                                                                                                                                                                    Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                    Office Manager

                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                      Marina McKenna
                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                        Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                        Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                        Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                          Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

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                                                                                                                                                                                                                                                                                                                                                                                                                          Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                          Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                            Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

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                                                                                                                                                                                                                                                                                                                                                                                                                            Alex Douglas
                                                                                                                                                                                                                                                                                                                                                                                                                            Administrative Assistant

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                                                                                                                                                                                                                                                                                                                                                                                                                              Bailee
                                                                                                                                                                                                                                                                                                                                                                                                                              Security

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                                                                                                                                                                                                                                                                                                                                                                                                                                Buddy
                                                                                                                                                                                                                                                                                                                                                                                                                                Security

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                                                                                                                                                                                                                                                                                                                                                                                                                                  Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                                                                                                                                  Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                    Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                                                                                                                                                                                                                                                                                                                                                                                                                                    Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                                                                    Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                      Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

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                                                                                                                                                                                                                                                                                                                                                                                                                                      Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                                                      Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                        Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                        Research Director

                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                          Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                                                                                                                                                                                           

                                                                                                                                                                                                                                                                                                                                                                                                                                          Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

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                                                                                                                                                                                                                                                                                                                                                                                                                                          Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                                                          Bookkeeper

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                                                                                                                                                                                                                                                                                                                                                                                                                                            Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                            Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                              Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                                                                                                                                                                                              He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                                                                                                                                                                                              A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

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                                                                                                                                                                                                                                                                                                                                                                                                                                              Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                              Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                  Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                  Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                                                                  Administrative Assistant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                    Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                                                                    Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                      Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                                                      Administrative Assistant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                        Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                                                        Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                          Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                          Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                          EDUCATION

                                                                                                                                                                                                                                                                                                                                                                                                                                                          Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                                                                                                                                                                                          EXPERIENCE
                                                                                                                                                                                                                                                                                                                                                                                                                                                          Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                                                                                                                                                                                          PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                                                                                                                                                                                          Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                          Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                                                          Office Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                            Marina McKenna
                                                                                                                                                                                                                                                                                                                                                                                                                                                            Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                              Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                              Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Alex Douglas
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Administrative Assistant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Bailee
                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Security

                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Buddy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Security

                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Research Director

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  × close


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  EDUCATION

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  EXPERIENCE
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Office Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Marina McKenna
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Alex Douglas
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Bailee
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Security

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Buddy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Security

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Research Director

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Payroll/Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Principal CPA and Founder

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            EDUCATION

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            EXPERIENCE
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            PROFESSIONAL ASSOCIATIONS AND ACTIVITIES
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence’s personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Office Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Marina McKenna
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Tatiana Rodriguez, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Tatiana Rodriguez joined Smith & Company in January 2011. Tatiana focuses on tax compliance for individuals, businesses, fiduciary and estates. She graduated from San Francisco State University and received a BA in Accounting. She also holds a BA in Accounting and Finance from University of Saint Martin, Lima, Peru. Tatiana is currently pursuing a Master of Science in Taxation at Golden Gate University. She speaks Spanish fluently. In her free time, Tatiana enjoys working with her local Girl Scouts Troop and the outdoors with her two children and dog.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Alex Douglas
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Bailee
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Security

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Buddy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Security

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Cecilia Van Voorhees has over 20 years in Accounting and Finance experience.  She graduated from the University of San Francisco with an M.S. in Business Administration. Upon graduating and completing ROTC, Ceci spent 6 years as a Finance Officer in the United States Army active duty.  After leaving the military she worked as an accountant in the private and nonprofit sector.  Ceci graduated from University of California Berkeley Extension in 2014 with a Certificate in Accounting with a controller’s specialization.  She joined Smith & Company in November 2017. Ceci focuses on tax compliance for individuals, businesses, fiduciary and estates.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Staff Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Christine joined Smith and Company in July 2013. Christine earned her undergraduate degree in accounting from Golden Gate University, Cum Laude, in 2007. Christine focuses on tax compliance for individual, business, fiduciary and non-profit entities. Non-profit entities are her passion; and she enjoys helping them to thrive in an ever-changing reporting environment. She is a member of the American Institute of Certified Public Accounts and is a QuickBooks Pro-Advisor. Her personal interests include remodeling her home, gardening, cooking, and riding her motorcycle.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Digital Records Administrator

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Research Director

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Debbie began consulting with Smith and Company in 2006. Debbie has over 30 years of tax experience with local and national firms, including Kenneth Leventhal & Company, known before its merger with Ernst & Young as the preeminent real estate specialist, where Debbie rose to the level of Senior Tax Manager. During her varied career, Debbie has solved a wide variety of complex and unusual tax issues with respect to partnerships, S corporations, troubled property, property exchanges, individuals, trusts, REITs, multi-state taxation, in-bound foreign investment, consolidated corporations, and Limited Liability Companies. Debbie has identified and developed tax planning opportunities, written comprehensive research and tax opinion letters, and has worked with the IRS and Franchise Tax Board to successfully resolve audits and other matters. Debbie has also been published in the Marin IJ and San Francisco Chronicle providing tax advice.  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Debbie holds an M.S. in Taxation from Golden Gate University and a B.S. in Business Administration from the University of Washington.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Tax Manager

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Eli has been with Smith and Company since 2007 and focuses on tax compliance for individuals and businesses. His areas of expertise include small business, real estate partnerships, 1031 exchanges, and multi-state taxation. He holds a Master’s degree in Taxation from Golden Gate University and a BA in International Relations from SF State University. He is currently pursuing his CPA license. A Bay Area/Marin County native, Eli enjoys spending time outdoors BBQing, hiking, and swimming in the ocean.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Senior Tax Accountant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Erica has been with Smith & Company since 2010. She graduated from Sonoma State University with a Bachelor’s in Financial Management cum laude in 2009, and became a CPA in 2016. She prepares individual, business and fiduciary returns and is committed to excellent client service. She helps to continually improve internal workflows and build a positive team atmosphere at Smith & Company. Erica enjoys traversing client small businesses, real estate and investment avenues, learning about her clients and making connections. When not at work, she enjoys outdoor activities, Crossfit training, DIY projects and having fun with her family.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Tax Consultant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Introduction

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Greg has over twenty years of tax accounting experience in both the public and private sectors. While at Ernst & Young and KPMG, he worked extensively with real estate and small business clients while his private experience consists of tax compliance in the oil and gas, real estate, and aircraft leasing industries. Greg received a B.S. in business administration from the University of California at Berkeley in 1982 and an M.S. in taxation from Golden Gate University in 1987.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Administrative Assistant

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Staff Bookkeeper

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Introduction

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Administrative Assistant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Payroll/Bookkeeper

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Principal CPA and Founder

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        EDUCATION Lawrence Smith earned his BS degree in Business Administration, with an emphasis on finance and accounting, at the University of California, Berkeley in 1985. EXPERIENCE Lawrence is well versed in helping individuals and small to mid-sized businesses within various industries, including real estate, manufacturing, retail, importing, education and transportation services. He provides tax planning and compliance, financial planning, litigation support, and resolution of IRS conflicts. Lawrence also performs audits, reviews, and compilation services for clients. For over 30 years, Lawrence has carried on a proud family tradition of accountancy. He began his career at Arthur Anderson and Company and formed Smith and Company in 1989. PROFESSIONAL ASSOCIATIONS AND ACTIVITIES Lawrence is a member of the California State Board of Accountancy, California Society of Certified Public Accountants, and American Institute of Certified Public Accountants. He is also a member of the Board of Directors and treasurer for the Center for Environmental Health, Sustainable Silicon Valley, and Pathways for Kids. Lawrence's personal interests include his family, travel, golfing, basketball, mountain biking and coaching all his children’s sports teams.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Office Manager

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Marina McKenna
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Staff Accountant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Marina McKenna joined Smith & Company in February 2017. Marina is a certified tax preparer with more than 15 years of experience in accounting, management and payroll reporting. She is a member of the American Institute of Certified Public Accountants and is a QuickBooks Pro-Advisor. She holds a Master’s Degree in Business and a BS in Accounting with a concentration in tax, earned while also raising two kids and volunteering as the Treasurer for the local PTA. Marina speaks Russian fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Staff Accountant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Rob Stern joined Smith & Company in September 2014. He focuses on tax compliance for individuals, businesses, fiduciary and estates. He graduated from Golden Gate University with an M.S. in Taxation in 2014. He also graduated from the University of California Berkeley Extension with two accounting certificates, one with a controller’s specialization and one with a specialization in financial analysis, in 2011 and 2012.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Senior Tax Accountant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Ryan Kang joined Smith & Company in June 2013. Ryan earned a B.A. degree in Economics at the University of California, Berkeley in 2008. He is an actively licensed CPA in the state of California. He focuses on tax compliance for individuals, businesses, fiduciary and estates. Ryan speaks Korean fluently and is an amateur photographer.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Senior Tax Accountant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Shirley Li is a Certified Public Accountant with solid experience working with individuals and businesses, as well as, estates and trusts. Shirley is a member of California Society of CPAs. She is a graduate of State University of CA with a Bachelor’s degree in Accounting and a Master’s of Taxation from Golden Gate University. Shirley speaks Cantonese and Mandarin fluently.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Staff Accountant

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Steven joined Smith and Company in August 2015. Steven is a certified tax preparer with more than five years tax and accounting experience. Steven has experience with San Francisco Gross Receipts and payroll expense filing, as well as, with preparing 1099’s.

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Tatiana Rodriguez, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Tax Manager

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Tatiana Rodriguez joined Smith & Company in January 2011. Tatiana focuses on tax compliance for individuals, businesses, fiduciary and estates. She graduated from San Francisco State University and received a BA in Accounting. She also holds a BA in Accounting and Finance from University of Saint Martin, Lima, Peru. Tatiana is currently pursuing a Master of Science in Taxation at Golden Gate University. She speaks Spanish fluently. In her free time, Tatiana enjoys working with her local Girl Scouts Troop and the outdoors with her two children and dog.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Lawrence S. Smith, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Principal CPA and Founder
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Greg Burglin, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Tax Consultant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Deborah Huygen Ward, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Research Director
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Eli Shlaes, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Tax Manager
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Erica Hamby, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Senior Tax Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Shirley Li, CPA, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Senior Tax Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Tatiana Rodriguez, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Tax Manager
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Christine C. Elliott
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Ryan Kang, CPA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Senior Tax Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Rob Stern, MST
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Steven Daniel
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Marina McKenna
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Cecilia Van Voorhees
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Accountant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Margurite Murphy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Office Manager
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Dea McCarthy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Digital Records Administrator
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Kate Morrow
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Administrative Assistant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Kelly Glass
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Payroll/Bookkeeper
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Jo Klink
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Administrative Assistant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Alex Douglas
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Administrative Assistant
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Julie Clark
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Staff Bookkeeper
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Elaine Elkind
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Bookkeeper
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Buddy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Security
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Bailee
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Security
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