Laurence Weinhoff, EA

With decades of experience, Larry specializes in solving complex tax challenges for individuals and businesses. From IRS audits and multi-state taxation to foreign tax issues and intricate deductions, he delivers strategic, results-driven solutions.

Larry helps tech professionals and small businesses navigate equity compensation, stock options, and evolving tax laws, ensuring they minimize liabilities and optimize finances for the future.

Off the clock, Larry is an avid sailor and traveler, bringing the same adventurous spirit and precision to both the seas and his clients’ financial journeys.

John Riley

John Riley brings over a decade of experience in tax planning and preparation for small businesses and tech professionals, with a specialization in multistate returns. Outside of the office, you can often find him on the bay, indulging in his passion for sailing. An avid traveler, John enjoys exploring new places when he's not on the water. He also enjoys gardening as a hobby, cultivating a sense of calm and connection with nature.

Jessica Dhillon, EA

Jessica Dhillon is an Enrolled Agent and business owner with over 10 years of tax planning and prep under her belt. A 2012 UCI grad, she’s your go-to for all things taxes, business strategy, and stock comp—RSUs, ISOs, NSOs, ESPPs, you name it.

When she’s not in the thick of tax season chaos, you’ll find her sweating it out at the gym, crushing Peloton rides, or hitting the tennis courts. Staying active keeps her sane during the madness.

Smart, relatable, and always up for a challenge—she’s here to make taxes less taxing.

Sim Bachal, CFA, CFP®, MBA

Sim is a tax strategist with over 10 years of experience helping tech professionals optimize their tax strategies. Specializing in tax planning and preparation, equity compensation, and navigating complex tax situations, Sim ensures his clients minimize liabilities and maximize opportunities. Outside of work, he stays fit and energized through the gym, Peloton, swimming, or enjoying walks outdoors.