Accounting & Business Tax
About: Margaret has been a CPA for over 20 years. While she started her career in public accounting, she quickly moved into the corporate world holding positions at Deloitte, WildBrain (animation studio) and THX. This "real world" experience gives Margaret a unique perspective when working with her clients. She has also shared her experience with entrepreneurs via 14 Week Business Class at Renaissance Center.
Affiliations: Member of CalCPA, Co-Chair of East Bay Chapter Managing your Accounting Practice, Board Member of Estate Planning Council of Diablo Valley.
Hobbies: Travel and home improvement (she is currently looking for house number seven).
Life Goals: Return to Kruger National Park, South Africa and build a house from the ground up.
Individual & Estate Tax
About: Wanda has been an Enrolled Agent (EA) for over 20 years. She is our resident tax expert. She knows her FAI from her DNI and her corpus from her crummy. It never ceases to amaze me but she has this knack for reading detailed documents. If you need someone to read lengthy IRS publications or cumbersome trust document - Wanda is the one. In all seriousness, Wanda's real gift is making her clients feel supported and knowing there is someone to guide them through the arduous and tedious process of filing their tax returns.
Hobbies: Cake decorating.
Life Goals: Taking the Coast Starlight to Seattle
Business Management & Accounting
About: It all started when she was 12 - Marina wanted a clothing empire. "I tried to talk my Mom into joining me in a clothing business - she wanted no part of it, but it did start my love with business and getting them going." She has come a long way since then; hospitality management in Switzerland, operating a profitable start-up restaurant, getting MBA, managing hip office share space in The City. Marina is an excellent addition to Schopp & Co because she is NOT an accountant. She complements the firms existing accounting skills by drawing upon technology to gather and process information and translates the data using Visual Data tools. "I find Visual Data a more effective communication tool. No sense having a ledger of numbers if it makes no sense to the person making decisions." That belief has driven Marina to constantly search for ways of presenting information in a usable and actionable way.
Hobbies: World traveling, boxing and snowboarding.
Life Goals: Start a wine-making family business somewhere in France.
Jing & Company, An Accountancy Corp
We are pleased to announce that we are teaming up with Jing Chen of Jing CPA's.
About: Jing is a licensed CPA in California and has over 15 years of public accounting experience. Jing also provides tax strategic planning and, federal and multi-state tax return preparations for corporations, partnerships and individuals. While she was a senior manager at Spiegel Accountancy Corp, and an audit and tax manager at Novogradic and Company LLP, Jing provided audit, tax, financial modeling and business consulting services to her clients.
Hobbies: Jing loves watching movies, cooking and spending quality time with her husband and son by globetrotting around the world.
For a complete profile on Jing, visit https://jingcpas.com/