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Andrew Nelsen, CPA Partner / Tax Manager Andrew is the "Jack of all trades" for our firm. He does tax interviews and is responsible for preparing and reviewing Individual, Corporate, Partnership and Fiduciary tax returns. He also does tax planning and tax research for our clients. A special distinction of our firm is preparing court accountings for attorneys as required in some estate litigations, in which Andrew heads up this department. He also handles our Peer Review and overseas accounts that pertain to our financial accounting engagements. Andrew is an avid golfer and when he is not on the golf course, he enjoys spending time with his wife and dogs. Education B.A. in Business Economics with an emphasis on Accounting, University of California Santa Barbara, 1987 Charitable Organizations Huntington Beach Kiwanis Club
Tracy Tien T. Thai Senior Tax Accountant Tien was born in Vietnam, and from 1999 to 2001 she decided to further pursue her education at 2 different Universities in Paris, France before moving to the United States in 2001. A month after graduating, she started working for a mid-sized, Irvine based CPA firm, then joined us in December 2010. Tien plays an instrumental role in the preparation of federal and multi-state personal and Corporate tax returns. She has been visiting clients on-site, and filing State sales and use tax, and quarterly and annual payroll tax returns. Tien maintains client relations with some of the major accounts of the firm. When she isn't at the office, Tien enjoys cooking Vietnamese and French food, walking at the beach, swimming, traveling, and watching basketball with her husband and two children. Education Advanced French Language Diploma, University of Paris III Sorbonne, 2000 2nd year in Business and Economics, University of Paris-Sud XI, 2001 B.A. in Business Administration with an emphasis in Accounting, California State University Fullerton, 2006 Civic Organizations Vietnamese American Chamber of Commerce
Katie Liu Torres, CPA Tax Accountant Katie was born in China. Studied at State University of New York-Albany for Professional Accountancy Master Program and recently received her CPA License. Katie joined us in 2018 as a pivitol part of our team, not only learning a lot from Alex and Andrew, but also keeping them on their toes. Katie recently got married and is now buying a house and happily settling down to her newlywed life.
Education Masters -State University of New York-Albany
Jung-Ah Julie Cho, CPA Tax Accountant Julie was born in Seoul, South Korea. After graduating from Dae Won Foreign Language High School in Seoul, came to the States and studied Business Administration, with emphasis on Finance at Cal State University, Long Beach. Before pursuing career in the CPA field, she worked for an Importing company in charge of the Accounting and Finance department for over 6 years. She was working for a small sized CPA firm from 2001 and got CPA license in 2005. Since 2001, she was exposed to various aspects of Public Accounting Firm, not only income tax returns, but other requirements from various Government Agency, and bookkeeping as well. She likes to be with friends and family, likes to go hiking, playing golf, and traveling with her husband. Education Dae Won Foreign Language High School, in Seoul, South Korea B.S. in Business Administration with an emphasis in Finance, California State University, Long Beach, 1995
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