Who We Are

Everything You Need from Tax Planning and Strategy to Ongoing Support.

At Bayshore Tax & Consulting, no personal or business tax strategy is one-size-fits-all. That’s because your plans and goals need a mix of short-term planning and advice and a long-term vision you can grow with. Whether it’s managing your overall financial world, anticipating and minimizing tax liability, or making your paperwork less of a hassle, we’re here to make it all more simple. And maybe even fun –– just don’t hold us to that.

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.

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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.

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Bio coming soon.

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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.

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Yvonne has over 20 years of experience in the financial services industry. Prior to joining Bayshore, Yvonne worked at a multi-family office that served ultra high net worth individuals and their families. She earned a Bachelor’s degree in Accounting from San Jose State University, received her MBA from the Graduate School of Business at the Golden Gate University. In her spare time, she loves to travel with family and spend time with her dog.

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Michael started his career at a global public accounting firm before transitioning to a local boutique firm in the Bay Area, where he worked for thirteen years before joining Bayshore. Michael enjoys working with clients to mitigate the tax impact of their income events throughout the year, with particular focus in compensation and stock option planning; real estate investment; partnership and S-Corp compliance; and trusts and estates planning. He holds a Bachelor of Science in Accounting from the University of Southern California and a Masters in Taxation from San Jose State University. In his free time, Michael enjoys reading and listening to books; watching and critically analyzing movies; and brainstorming dad jokes to share with his kids.

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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.

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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.

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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.

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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.

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Wendy received her Enrolled Agent credential in 2018 and joined the Bayshore Tax office in 2023. She has expertise in a wide range of tax preparation and planning areas, including individual, partnership and corporate returns. Wendy is also a member in good standing of the Oregon Board of Tax Consultants. When not doing tax work, Wendy can be found gardening, playing video games or working on her growing collection of ancient Greek and Roman coins.

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Shefali was born and raised in India and holds a Masters in Accounting & Taxation from Pune University. She has several years’ work experience in accounting, taxation and audit. After relocating to the Bay Area in 2021, Shefali completed her CPA courses and worked at a local accounting firm in Santa Clara as a staff accountant where she was exposed to US taxation of HNI’s, international taxation for individuals, and basic accounting and bookkeeping for small businesses. When she is not working, she likes to cook, spend time with her friends and family, and explore nature.

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Andrew Pearlstein attended Boise State University in Boise Idaho where he received his Bachelors in Accounting and Finance and a Master’s in Accounting. Andrew has 3 years of tax and attestation experience with the Sangiacomo Group in San Leandro California. Andrew enjoys working closely with clients to help grow their business’. In his free time, he enjoys playing golf and hiking with his dog, Linus.

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Kevin is an E.A. and has been working in the tax field since 2018. He previously was the finance manager for a national military engineering firm with experience in budgeting, project management and WIP accounting. He has a bachelor’s degree in business from San Jose State. Outside of work, Kevin is a serious musician who has worked in the classical and jazz fields most of his life.

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Bryce was born in Sacramento into a military family. He grew up living in Eagle River, Alaska and in Youngstown, Florida but now lives in Salt Lake City, Utah. After high school Bryce worked in a seafood warehouse to earn the money needed to pay for tuition. He would go on to graduate from Brigham Young University with a BA in Accounting, and doing so with no student debt. His accounting work history includes working at H&R Block and Bayshore. In his free time Bryce likes to be outdoors hiking, biking, and playing in the water. He is also known for his travels and loves to visit new places and meet people from around the world.

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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.

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Crystal has over 7 years of experience in servicing clients in the financial industry. Prior to joining Bayshore, she assisted clients with their finances through retirement planning, insurance services and relationship banking. Crystal holds an Associate of Science in Business Administration, an Associate of Arts with an Emphasis in Computer Information Systems, and a Bachelor of Science in Business Administration with a concentration in Accounting. On her spare time, Crystal enjoys spending time with family, attending church on Sundays, and traveling.

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Kara was born in Southern Africa and emigrated to the US to begin her High School studies in California. She holds a Master’s of Science in Taxation from San Jose State University. After graduating with her Masters Degree in 2014, she worked in both regional public accounting firms and in industry, where she gained tax accounting experience and become licensed as a CPA. She aims to build long-term client relationships while servicing high-net-worth individuals, C-Corporations, and pass-through entities. When Kara is not working, she enjoys spending time with friends and family, reading, watching sports and circuit training.

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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.

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Ashley was born in the valley and recently relocated out to the bay area, She has over 10 years of experience in client relations and service. Prior to Bayshore, she assisted clients with their auto finances. She understands the value of client relationships and satisfaction. She enjoys spending time finding new places, trying new food and meeting new people. Ashley holds a Bachelor of Arts in Graphic Design and soon will be beginning her Applications of Technology in Planning Certificate from San Jose State University.

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Michelle was born and raised in the Bay Area, earning her Bachelor of Science degree from the University of San Francisco and Master of Professional Accountancy degree at UC Davis. She started her career as a tax preparer at KPMG but now enjoys her role on the admin team at Bayshore. She loves gardening, cooking, and hiking. When she is not taking care of her 20+ houseplants or creating YouTube videos, she enjoys trying new restaurants with friends and family.

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Emily is a native of the Bay Area and graduated from UC Santa Cruz, where she received her Bachelor of Arts in Psychology. Emily has worked in various administrative roles over the years across retail, education, and government settings. In her free time, she enjoys exploring new food and music, traveling, and spending quality time with family and friends.
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Stacy has experience in legal compliance auditing, marketing communications and gerontology administrative management. She attended California Lutheran University and is pursuing degrees in International Business and Architecture. Raised in California, Michigan and Washington D.C., her family’s work in legal advocacy, political economy, and historic preservation inspired her interest in supporting diverse clientele. Along with her father, she co-founded Co-op Lighting D&S, while developing skills in entrepreneurship, operational strategy and creating positive client experiences. Stacy supports initiatives that foster small-business success and projects that nurture sustainable communities. In her free time, she enjoys sailing, nature photography and travelling with friends.

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Randy has worked in public accounting since 1982, when he began his career with Peat Marwick Mitchell & Co. Randy brings over 40 years of extensive experience to existing small businesses, high net worth individuals, estates, and trusts. He enjoys consulting and helping individuals reach their tax and financial goals.

Randy graduated from San Diego State University with a Bachelor of Science in Accounting and holds a Master of Taxation from Golden Gate University. Randy holds the designation of Certified Private Wealth Advisor (CPWA) and a Personal Financial Specialist (PFS) credential. Randy spends his free time with family, and enjoys hiking with his dogs, exercise, and playing and watching various sports.

Anne has worked in public accounting since 1979. She began her career with Hubert B. Allen, CPA, known for establishing the first CPA office in Los Gatos. Anne brings extensive experience to small businesses and start-ups for their accounting and taxation needs. She enjoys consulting and helping small businesses establish their accounting and operational structure along with setting financial budgets and benchmarks needed for success.

Anne graduated from San Jose State University with a Bachelor of Science in Accounting and holds a Master of Science in Taxation from Golden Gate University. She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Anne was born and raised in Chicago, IL and spends her free time with family, enjoys travel, hiking, and new dining experiences.

Kyle started her career in private accounting, while attending San Jose State University and earning her degree in Business Administration with a concentration in Accounting. She joined the firm Bauerle, Lee & Associates team in 2011 and has been a licensed CPA since 2013. Her experience includes tax preparation, planning, and consulting for individuals, corporations, and partnerships. Kyle also has experience in review and compilation engagements, along with Government contractor financial reporting. She plays a major role with business clients and assists with the oversight of client accounting and bookkeeping, which includes the preparation of numerous informational business returns. In her spare time, she enjoys spending time with family, being outdoors, traveling, and keeping up with her two girls and all their activities.

Sarah was born and raised in the Los Gatos area, and has lived in Reno, NV for the last 11 years with her husband and 2 children. She just celebrated her 25th work anniversary with the firm and has been the Accounting Manager for over 15 of those years. She enjoys helping clients with all aspects of their accounting needs and is always up for a challenge! Sarah also recently became a licensed Enrolled Agent. In her free time, she loves to travel, attempts to golf, and is always looking for the next concert to attend!

Shyun grew up in Taiwan and finished her education at San Jose State University.

Unica was born and raised in the Philippines. She immigrated to the USA in 2015 and obtained a Bachelor of Science in Accounting, Cum Laude, in 2020 from San Diego State University. She has over 5 years of experience helping clients with tax and accounting. In her free time, she enjoys spending time with family and two cats, biking, reading, cooking, baking, and volunteering.

Info coming soon…

Kelly grew up in Milpitas and now calls San Jose home. She graduated from San Jose State University with a Bachelor of Science degree in Nutritional Science. She has found her niche in the small firm environment, focusing on staff and client support. Kelly spends her free time trail running, gardening, and watching sports. She enjoys finding new places to eat and traveling.

Bayshore Tax & Consulting is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.

Who We Are

Everything You Need from Tax Planning and Strategy to Ongoing Support.

Gopal Ghising

David Holland

Angela Smith

Charlie Balquist

Yvonne Chin

Michael Lin

Tony Morales

Lillian Chen

Sanaz Komijani

Brent Meglaughlin

Wendy Connick

Shefali Shah

Andrew Pearlstein

Kevin Williams

Bryce Gillespie

Sheldon Orton

Crystal Sanchez

Kara Virji-Gaidhar

Johanna Loera

Ashley Becerra

Michelle Nguyen

Emily Yang

Stacy Laws

Randy Bauerle

Anne Lee

Kyle Ray

Sarah Lippold

Shyun Duh, CPA

Unica Lapuz

Becky Ocampo

Kelly Schaub