Your Trusted Financial Partners Since 2014
David Curran, CPA
Director Of Tax & Accounting Services
David has been in public accounting since 2004 and worked for firms with varying specialties before starting his own practice. His practice is built on a foundation of taking great care of his clients, being responsive, attentive, trustworthy, and developing lasting relationships.
David's clients include individuals, business entities, not for profit entities, trusts, and estates. His specialty is tax preparation and planning for individuals and their closely held business entities
While away from his CPA practice, David enjoys spending time with his wife and son and loves to travel.
Director of Operations & Client Relations
Ashley has a background in small business and corporate retail. Her experience in the industry has provided her with proficient organizational skills, the opportunity to manage large budgets and high volume transactions and the ability to develop strong client and vendor relationships, all of which she has brought to the firm.
While not at the office, Ashley enjoys traveling and spending time with her husband, son and dog. She also loves practicing yoga and is a certified yoga instructor.
Alexis started bookkeeping in 2014. In 2015, she assisted with the development of a startup company here in San Jose, California where she constructed more of her bookkeeping and small business knowledge. Alexis aims to help clients keep their books tidy and organized, as she understands that in a small business priorities are often elsewhere. She would like to expand her knowledge in the accounting and tax industry, and eventually obtain an accounting certification.
Alexis enjoys hiking and spending time with her Siberian husky, Lokai. She hopes that one day she can travel to different countries and hike in new places.
Ethan Pepper, CFP, EA
Ethan has helped clients with individual tax planning and preparation since 2006. His ability to integrate tax, financial planning and investment management allows Ethan to see the big picture and provide holistic tax advice for clients.
Ethan is a Bay Area native and enjoys spending time with his wife and two children.
Mansi Bhatt, CPA
Mansi has been in the accounting profession for more than 6 years. She is a seasoned professional with extensive technical and accounting experience working with start-ups and private companies. She has exhaustive individual tax experience with keen interest in business tax. She is eager to explore opportunities that will enable continuous development and broaden her knowledge and capabilities as a Tax Associate.
A new parent, Mansi loves spending time with her baby girl and enjoys seeing her grow each day. She enjoys visiting new places and wishes to travel more with her daughter and husband.
Kacie holds a Bachelor’s degree from UC San Diego and has extensive experience working with people from various backgrounds. She prides herself in organization, efficiency and attention to detail.
Outside of the office, Kacie enjoys cooking and spending time with her husband and dog Maverick.