Innovation at
The Accountancy
As trusted tax advisors and financial consultants, we are privileged to help business owners, individuals and families reach their professional and personal goals. Innovation is at our core.
How do we innovate? We innovate by listening to you. Clients say our conversations often lead to unexpected insights that make a difference for them, today and tomorrow.
For several decades, The Accountancy has helped people reach their goals. We’ve grown and prospered along with our clients because we innovate. Behind the numbers, we see people and we hear their stories. We see business owners, entrepreneurs, and executives working hard to secure their financial futures. We see parents planning for college, and grandparents managing retirement. We see people fighting to leave a legacy for their loved ones.
Let us help you put your financial house in order and keep it in order.
John
Sadd
CPA, CGMA
John has more than 40 years of experience in public accounting, providing comprehensive tax and financial planning services to a broad range of clients.
David Nadel
CPA, MST
Daivd is a seasoned financial professional with more than 30 years of experience as a CPA and business consultant. He has a Masters of Science in Taxation and extensive knowledge in foreign taxation.
Kirby
Higashi
CPA, CGMA
With more than 30 years of experience, Kirby has provided services to individuals and businesses of every size in various industries.
Nassif
Shammaa
CPA, CGMA
Nassif is a financial professional with more than 20 years of experience as a CPA and financial consultant to individuals and small-to-medium-sized businesses.
Argin
Mahmoodi
CPA, CFF, CFE
Argin has more than a decade of experience in the accounting profession and has been a CPA and Certified Fraud Examiner since 2011.
Steven
Clement
CPA, MBA
Steve is a seasoned financial professional with more than 30 years of experience as a CPA, and is also one of the country’s Top 100 QuickBooks ProAdvisors.
Mary Jo
Wiedey
CPA
Mary Jo leads the firm’s Business Management Services division, and also focuses her time on certified audits, valuations and taxation.
Melody
Daniel
CPA
Melody is a CPA experienced in both individual and business income taxes, financial audits, court accounting, and local political campaign accounting.
Innovative tax reduction starts with planning
While we prepare tax returns, we don’t think of ourselves as tax preparers. Rather, we consider ourselves to be tax advisors.
As your trusted advisors, we are engaged and connected with your financial life.
When it comes to making informed decisions about important personal and professional choices such as estate and succession planning, there’s no one better suited than your team at The Accountancy.
Bookkeeping and accounting require time and attention to detail.
Whether you are just starting out with bookkeeping software, have been using a program for a while, or want to transition your bookkeeping needs to a professional, The Accountancy can help.
Where is your business today? Where is it going?
A financial statement engagement with The Accountancy delivers significant actionable intelligence for the health of your business. It also tells your lenders, advisors and stakeholders that you value transparency and credibility
We believe that accounting and wealth management go together.
Your strategy for one influences your strategy for the other. A good investment can become a great one with the right tax treatment, and a great one can sour with poor accounting. That’s why we partnered with Bridge Advisory in nearby Pasadena, California.