Patricia Lum
Partner
- • Enrolled agent with the IRS
- • Tax Professional
- • Bachelors of Science in Business Administration with concentrations in Accounting and Finance & Human resources
With 30 years of experience, Patty brings exceptional expertise in preparing both personal and business tax returns. She also has played a key role in helping members of the community launch their LLCs, small businesses and nonprofits. Her extensive knowledge and dedication allow her to be a trusted resource for clients seeking accurate, thorough and reliable tax and business services.
Lynn Velasco
Partner
- • Enrolled agent with the IRS
- • Tax Professional
- • Payroll Specialist
- • Bachelors of science in Business Administration, concentrations in Accounting, Human Resources and Labor Studies
Lynn also has 30 plus years of experience in the field and specializes in personal, business, and non-profit income tax preparation. In addition, Lynn has expertise in Political Campaign Finance filing and requirements. Lynn takes pride in helping local small businesses grow from the ground up and develops a personal relationship with her clients. With a hands-on approach, she supports clients through every stage of their development, from start up to day-to-day operations. Lynn also provides expert guidance in payroll, bookkeeping, and sales tax.
Jillian Lum
Payroll Manager
- • Tax specialist
- • Payroll specialist
Jillian is a payroll and tax specialist with over eight years of experience working alongside her mom in the field. She brings a deep understanding of payroll processes, and tax compliance, she also provides accurate and efficient bookkeeping services. Now stepping into a leadership role, Jillian is excited to take on new clients and continue building strong, reliable relationships.
Chris Minicucci
Associate
Chris recently joined our team, bringing strong attention to detail and a passion for numbers. With a solid background in accounting and finance, Chris assists in providing accurate payroll and bookkeeping services. Chris also is instrumental in keeping our client records accurate and organized. We're excited to have him on board!
Madison
Receptionist