Board Of Directors

The Chapter has five directors to participate in committee work and assist in all necessary duties of The Chapter. All offices are filled from this pool of volunteers.

Dan Carlberg, EA

Company Name

Carlberg Co.

Years Practicing

36

Additional Licenses

Ph.D, ChFC, CLN

Tax Software

ATX
David Shashoua, EA

Company Name

Vice-President of Operations of Kaya Tax & Bookkeeping Services of Irvine, California

Years Practicing

9

Tax Specialization

Businesses and Representation

Additional Licenses

Series 6, CA Insurance

Tax Software

Lacerte, ATX
Lori Page, EA

Lori has a son and 2 grandsons.

Company Name

West Coast Numbers

Years Practicing

25

Tax Specialization

Small Business

Tax Software

Lacerte, QuickBooks
John Rumbold, EA

John currently has dual citizenship with the US and United Kingdom.

Company Name

Rumbold Financial & Tax Advisory

Years Practicing

4

Tax Specialization

Small Business, Estates, Trusts

Additional Licenses

Candidate for CFP

Tax Software

TaxWorks
Devang Mehta, EA

Devang was born in Mumbai, India and has a daughter and son with his wife of 13 years.

Company Name

Parikh, Mehta & Associates

Years Practicing

3

Additional Licenses

Securities, CA Insurance

Tax Software

Lacerte, QuickBooks, AME