Gopal is a dedicated professional who enjoys helping clients with their tax and accounting needs. He has provided tax and accounting services to a number of high net-worth individuals, various business entities, and non-profit organizations. Gopal holds a Bachelor of Science in Accounting from San Francisco State University and a Master of Science in Taxation from California State University, East Bay. He is a member of both the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. In his free time, he enjoys sports, spending time with family, and cooking.
David has over 35 years of public accounting experience and greatly enjoys helping individuals and businesses with their tax and accounting needs. David's areas of expertise include individual, trust and estate planning and compliance; compensation, stock option and benefit planning; business formation, taxation, and financial reporting. Among the industries he has served extensively are manufacturing, investment advisors, professional services industries, construction and development, interior design firms, and non-profit organizations. He holds a Bachelor of Arts from Utah State School of Accountancy and is a member of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants. During his free time David enjoys spending time with his family and friends, traveling, and bike riding in Italy.
Senior Tax Manager
After earning his Master’s degree from California State University at Hayward, Charlie began his accounting career with Price Waterhouse in San Jose. Soon he moved on to some regional CPA firms in the south bay where he worked both as an auditor and as a tax preparer. As an auditor, he has worked with clients in such industries as technology, not-for-profits, waste management, and construction. As a tax preparer, he has worked with a number of individual and small businesses. On a special temporary assignment, he successfully filed a 10-Q with the SEC for a publicly traded company. Charlie is both a member of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants. In his spare time, Charlie enjoys sports, golf, movies, and traveling.
Senior Tax Manager
Tony has worked in public accounting since 2011. Tony brings extensive experience in taxation, including legal resolution, trusts, estates, merger and acquisition consultancy. He is a meticulous problem solver who diligently represents his clients with calculated judgment and practice. Tony prides himself in his ability to break down complex tax matters in a manner that is more easily understood, for the educational benefit of others. He graduated from Florida Atlantic University with a Bachelors of Arts in Accounting and Master's of Taxation in 2011 and 2015, respectively. Tony became a licensed Enrolled Agent in 2013 and a Florida Certified Public Accountant in 2019. He is currently the Treasurer for the Golfview Harbour Estate. Tony spends his free time with family and friends, occasionally plays basketball and cooks on the weekends.
Edward "Ned" Percival
Ned is a Certified Public Accountant that spent several years at a large Public Accounting firm before joining the Platform Accounting team. His traditional focus has been working with large C and S Corporations that have filing requirements in several different states and cities. He is excited to be joining Platform Accounting Group because of the firm's commitment to providing a healthy and positive culture for its employees and clients. He earned his Bachelor of Arts degree in Economics from Rutgers University, while he pursued his dream of being a college athlete. In his spare time he likes to fly fish for Salmon and Steelhead along the Oregon Coast.
Strategic Operations Manager
Kaycie is a service oriented administrative professional at heart. She graduated from Sacramento State University with a Bachelor’s in Business Administration and Management, and after obtaining her degree, she worked for seven years, focusing on organizational transition at various private and public sector businesses. She thankfully found her niche in financial services and tax accounting firm management, after returning home from extensive work in Africa focusing on cross-cultural communication and relationship building. She brings organizational detail and big picture vision to firm operations, planning, internal processes, and client experience. When not at work, Kaycie enjoys spending time with her two young sons, exploring the beautiful surroundings that Northern California affords, and traveling back to Africa whenever the opportunity arises.
Senior Tax Advisor
Hugo is a CPA with over 5 years of experience working in the industry. After graduating from New Mexico State University with his Bachelor’s of Accounting he worked for a local firm in his hometown of Las Cruces, NM—providing tax and accounting services to individuals as well as small businesses. After completing his Master’s in Accounting from NMSU, he moved to the Bay Area with his wife and two dogs. Hugo enjoys learning about his clients and serving those with different financial backgrounds. In his spare time he enjoys traveling, playing volleyball and hiking.
Senior Tax Advisor
Brent is a native of Southern California and moved to the bay area in 2016. He is a CPA and holds a Bachelor of Science in Business Economics with an Emphasis on Accounting from the University of California, Santa Barbara. He has provided tax and accounting services to high-net-worth individuals, partnerships and corporations in various industries including real estate, technology, professional services and investment funds. In his spare time, Brent enjoys spending time with his family, traveling, food, and sports.
Senior Tax Advisor
Ruiwen was born and raised in Beijing, China. She completed her Master of Accounting degree from Tulane University in 2015 and moved to California. She is a CPA with over 6 years tax and accounting experience in various industries and specialized in international tax reporting. In her spare time, she enjoys traveling, cooking, and spending time with family.
Senior Tax Advisor
Lillian was born and raised in Taiwan. She holds a Bachelor of Business Administration in Accounting from Shih Chien University and a Master of Business Administration from the California State University, Los Angeles. She worked as a senior accountant providing tax and accounting service in a local firm in Diamond Bar, CA. She has tax and accounting experience in various industries for 14 years. In her spare time, she enjoys traveling, hiking and food.
Sanaz obtained a Bachelor of Science in 2009 in Iran before moving to Canada, where she was a Financial Advisor. After relocating to the Bay Area in 2018, Sanaz worked as a Staff Accountant specializing in personal, estate, and trust accounting, with a focus on addressing international issues at a small firm in San Jose. Sanaz is an avid cyclist and spends her free time going up and down various hills around the Peninsula.
After graduating from Brigham Young University with a BA in History and a BS in Accounting, Sheldon began his career at Hood & Strong in San Francisco, and then with Coopers & Lybrand in San Jose, working primarily with high-net-worth individual and corporate clients. His work history also includes several years at AMD in a supervisory role in the corporate tax department. An Eagle Scout, Sheldon has been a Scoutmaster in two different councils. He enjoys camping with his family, serving in his church, jogging and gardening, as well as coaching youth sports.
After many years in the insurance industry, Kim’s love of numbers drew her to public accounting over 35 years ago. Kim works in all areas of small business accounting – from recordkeeping to tax compliance and maintaining employee benefits packages. She specializes in customizing computerized accounting solutions for a variety of industries and very much enjoys collaborating with business owners and their employees to develop processes that help manage and evaluate business operations more effectively. While away from the office, Kim enjoys cooking, spending time with family and traveling – especially to places where she can keep her Spanish in tune.
Johanna was born in Los Angeles, raised in Arizona and now calls Palo Alto home. She holds a Bachelor of Science in Psychology from Arizona State University and a Master’s in Education from the University of San Francisco. She previously worked at a small family accounting firm in Arizona. Johanna enjoys the opportunity to use her problem-solving skills to assist clients and create seamless tax experiences. In her free time she enjoys exploring the city for vegan food, hiking and spending time in nature.
David focuses on processing incoming client data during the busy tax season and providing staff and client support during key deadlines throughout the year. David earned his BA degree in Communications from California State University, Chico and attended San Jose State University earning a MA in Education focusing on instructional design. During his free time David spends time at the gym and enjoys cycling, hiking and trips to the coast. He also has a passion for food and wine as well attending live music events and watching the latest film releases.
Emeline was born and raised in Hawaii before moving to the Silicon Valley. She has five years of administrative assistant experience and more than ten years of office assistance and coordinating professional experience. She specializes in administrative technology and has used progressive systems and applications, including various software, mass communication procedures and organizational apps. Emeline strives on using positive attitude and tireless energy to encourage others to work hard and succeed. In her free time, she loves to be with family and make memories with her husband and four children. In life, Emeline's values are to live to love, love to learn and learn to live!
Crystal has over 5 years of experience in servicing clients in the financial industry. Prior to Bayshore, she assisted clients with their finances through retirement planning, insurance services and relationship banking. She understands the value of client relationships and the importance of maintaining client information and that accuracy is vital to operations flowing smoothly. She enjoys spending time with her family, traveling, and trying new foods. Crystal holds an Associate of Science in Business Administration, an Associate of Arts with an Emphasis in Computer Information Systems, and soon will be completing her Baccalaureate in Accounting from San Jose State University.