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HomeWho We Are

Meet Our Team

Meet our team
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Jeff Lipsey, CPA, CFP®, EA

Founder & CEO
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Sadaf Lakhani, EA

Tax Manager
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Hamida Abawi, EA

Tax Manager
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Gisele Leger

Staff Accountant
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Michelle Catan

Staff Accountant
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Jenica Ramirez

Staff Accountant
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Jess Benson

Client Services Coordinator
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Jenna Samalca

Executive Assistant
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Owen McManus

Tax Intern
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Gaby Sanchez-Villeda

Tax Intern
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