We take immense pride in our dedicated team of professionals who are passionate about helping our clients thrive. Our team consists of CPAs, EAs, MBAs, tax attorneys, seasoned accountants, tax experts, and financial advisors, all committed to providing the highest level of service to our clients. Each member brings a wealth of knowledge and experience, ensuring that you receive expert guidance tailored to your unique business needs.
We believe in a collaborative approach, working closely with you to understand your goals and challenges. Our team is not just about numbers; we are about building relationships and becoming your trusted partners in achieving financial success. Whether it’s minimizing tax liability, optimizing financial strategies, or providing ongoing support, our team is here to ensure your business reaches its full potential.
CLIENT ADVISOR
Donald Hayden, MBA, EA
Donald Hayden is a finance, accounting, and tax expert specializing in optimizing businesses for maximum growth, valuation, and profitability.
CLIENT ADVISOR
Jenni McNaughton, CPA, JD
Jenni McNaughton offers 28 years of tax preparation experience and legal expertise, providing valuable financial insights and solutions at Private Tax Solutions.
CLIENT ADVISOR
Alec Epkes, CPA
With 11 years of experience, Alec specializes in accounting, tax, and technology services, delivering tailored solutions to empower businesses.
OPERATIONS MANAGER
Marie Dizon
Marie Dizon is a dedicated expert in enhancing client satisfaction and managing relationships. She excels at addressing client needs, resolving issues, and ensuring a positive experience throughout their journey.
CLIENT SUCCESS MANAGER
Rick Gapinski
With 20+ years in sales, Rick excels in closing deals, engaging clients, and driving success through team building and strategic planning.
ACCOUNTING MANAGER
Adrienne Gillis, MBA
Adrienne specializes in accounting management, overseeing financial operations and ensuring accuracy and compliance. Proven expertise in streamlining processes to enhance overall efficiency.
ACCOUNTING MANAGER
Rebecca Stoedter, CPA, CVA
Rebecca Stoedter brings over 20 years of experience in accounting and valuation services to her role as Accounting Manager. She oversees financial operations with a focus on accuracy, compliance, and optimizing processes for efficiency.
TAX MANAGER
Jugal Thacker, CA
Jugal Thacker brings extensive expertise in tax planning and compliance. With a Chartered Accountant designation and years of experience, he excels in developing strategies that minimize tax liabilities while ensuring full regulatory compliance.
SR BOOKKEEPER / SR TAX PREPARER
Sam Ghoghari
Sam specializes in senior bookkeeping and tax preparation, ensuring meticulous financial record-keeping and accurate tax filings with a focus on efficiency and compliance.
BOOKKEEPER / TAX PREPARER
Sagar Ingale
Sagar excels in tax analysis and preparation, delivering precise tax filings and insightful strategies to enhance financial efficiency.
BOOKKEEPER / TAX PREPARER
Jing T. Toble
Jing specializes in tax analysis, focusing on optimizing tax strategies and ensuring compliance. With a keen eye for detail, Jing delivers valuable insights for effective tax planning.
BOOKKEEPER / TAX PREPARER
Christine Aquino
Christine specializes in tax preparation and bookkeeping, focusing on accurate financial management and client support.
PROJECT MANAGER
Aru Sasikumar
Aru Sasikumar is an accomplished Project Manager with a proven track record in project management. Aru effectively coordinates resources, manages project timelines, and ensures successful project outcomes.
MARKETING MANAGER
Lenivie Fernandez
Lenivie, leverages 15 years of expertise in digital marketing and HR. She develops and executes marketing strategies to drive client engagement, brand growth, and lead generation.
CLIENT ADVISOR
Donald Hayden, MBA, EA
Donald Hayden is a finance, accounting, and tax expert specializing in optimizing businesses for maximum growth, valuation, and profitability.
CLIENT ADVISOR
Jenni McNaughton, CPA, JD
Jenni McNaughton offers 28 years of tax preparation experience and legal expertise, providing valuable financial insights and solutions at Private Tax Solutions.
ACCOUNTING MANAGER
Adrienne Gillis
Adrienne specializes in accounting management, overseeing financial operations and ensuring accuracy and compliance. Proven expertise in streamlining processes to enhance overall efficiency.
TAX PREPARER / BOOKKEEPER
Christine Aquino
Christine specializes in tax preparation and bookkeeping, focusing on accurate financial management and client support.
TAX ANALYST
Jing T. Toble
Jing specializes in tax analysis, focusing on optimizing tax strategies and ensuring compliance. With a keen eye for detail, Jing delivers valuable insights for effective tax planning.
TAX REVIEWER
Jugal Ajay Thacker
Jugal specializes in tax review, ensuring accuracy and compliance in tax filings. He provides expert analysis to enhance tax strategies and optimize financial outcomes.
TAX ANALYST / TAX PREPARER
Sagar J Ingale
Sagar excels in tax analysis and preparation, delivering precise tax filings and insightful strategies to enhance financial efficiency.
SR BOOKKEEPER / SR TAX PREPARER
Sam Ghoghari
Sam specializes in senior bookkeeping and tax preparation, ensuring meticulous financial record-keeping and accurate tax filings with a focus on efficiency and compliance.
CLIENT SUCCESS ADMINISTRATOR
Marie Dizon
Marie Dizon is a dedicated expert in enhancing client satisfaction and managing relationships. She excels at addressing client needs, resolving issues, and ensuring a positive experience throughout their journey.
PROJECT MANAGER
Aru Sasikumar
Aru Sasikumar is an accomplished Project Manager with a proven track record in project management. Aru effectively coordinates resources, manages project timelines, and ensures successful project outcomes.
Ready to take the next steps?
Have questions about how Private Tax Solutions can help you achieve your goals?
Interested to see what tax savings are available to you? Reach out today.