Our Team

Daniel Thompson, CPA, CMI

Daniel Thompson, CPA, CMI

President/Founder

San Francisco Bay Area Office

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Nicole Brown, CMI

Nicole Brown, CMI

Chief Executive Officer

Sacramento Area Office

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Jeff Baldwin, CMI

Jeff Baldwin, CMI

Vice President, Consulting & Compliance

Chicagoland Office

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Shaila Patel

Shaila Patel

Managing Director of Compliance Services

Sacramento Area Office

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Adam Giera, CMI

Adam Giera, CMI

Managing Director of Consulting & Technology Services

Chicagoland Office

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Pat Baldwin

Pat Baldwin

Managing Director

Chicagoland Office

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Ross Peters

Ross Peters

Sales Tax Director

Charleston, South Carolina

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Phuong Nguyen

Phuong Nguyen

Sales Tax Director

Sacramento Area Office

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 Vlada Chebotarev

Vlada Chebotarev

Sr. Sales Tax Analyst

Sacramento Area Office

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Christopher Vu

Christopher Vu

Sr. Sales Tax Analyst

Sacramento Area Office

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Dipal Patel

Dipal Patel

Sales Tax Analyst

New Jersey Office

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