Robert L. Tate, CPA, PFS, MS

Principal
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Michael R. Tate, CPA, PFS

Managing Principal
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Donna Palmer, CPA, MST

Principal
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Mary Anne Davis, CPA, MST

Principal
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Tracy Louisa Yu Nguyen, EA, MST

Principal
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Angela Davis

Tax Associate
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Bla Yang

Senior Tax Associate
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Connie Bates-Jackson, EA

Senior Tax Associate
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Jania Anderson

Tax Manager
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Kristin Findley

Client Service Operations Manager
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Marilyn McCuistion

Bookkeeper
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Monique Blakes

Senior Tax Associate
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Norissa Juarez

Lead Relationship Manager
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Sadia Chaudhary, CPA, CMA, MBA

Tax Manager
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Shellee Dieter

Office Manager
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Tammy Compton

Client Service Operations Assistant
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Alice Kim, CPA

Katie Sims, CPA

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