Our Team

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David Auer

Founder / CPA, MS, PFS, CGMA, JD, LLM in Taxation

David’s futuristic vision of the industry pairs with a life of constant learning and improvement. He uses his mix of expertise areas to help clients find financial independence sooner.

Recently, he released the new book, The Richest Doctor: A Modern Parable of Financial Independence.

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Davis Le

Tax Director

Davis has significant experience in tax and estate planning, as well as compliance. He has served clients in various industries, including small business owners and medical professionals. He has a passion for helping grow each client’s financial well-being.

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Malavika Vinukonda

Client Services/Tax Manager

"Mal” is one of the liaisons between our clients and the tax team. She provides the information our tax team needs to complete tax returnsShe is efficient in delivering our services to clients and has a passion for customer support.

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Angie O'Dea

Client Success Manager

Angie is usually the first face you'll see when working with Physician Tax Solutions. She strives to make our client experience spectacular by guiding clients through the onboarding phase and being a consistent point of contact.

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Jennifer Johnson

Client Onboarding Manager

Driven by a relentless pursuit of excellence, Jennifer embraces a proactive approach to client success. She is always on the lookout for innovative ways to work smarter, not harder. Jennifer consistently identifies opportunities to enhance client experiences and drive tangible results.

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Kim Bukhres

Client Service Manager

Kim is the newest member of our client service team. With more than 10 years of experience, she believes communication, transparency, and accountability make for the best client experience. 

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Melody Wilder

Retirement Plan Specialist/CSM

Coming Soon

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Torri Kallinen

Client Service Manager

Coming Soon

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Crystal Gonzalez

Legal Assistant

Crystal is responsible for the entity formation and other legal services that make your tax strategy work. A fan of motorcycles and video games, Crystal keeps the experience with Provident fun and friendly, while making sure your entities are setup properly. 

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James Aguilera

Tax Manager

James is an exceptional professional who has dedicated his expertise to helping individuals and businesses navigate the complex world of taxes. Possessing a deep understanding of tax regulations and a passion for financial management, James has become a trusted advisor for clients seeking to optimize their financial situations.

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Jimmy Thomas E.A.

Tax Manager

Jimmy has a remarkable 10 years of experience in the field. With a strong background in audits and tax, Jimmy brings a wealth of expertise and knowledge to every project he undertakes. Jimmy recognizes that effective communication is the cornerstone of successful client interactions.

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Louis Bologna

Tax Manager

Coming Soon

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Jake Wood

Tax Manager

Coming Soon

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Jackson Frazier

Senior Tax Accountant

Jackson is one of Provident’s newest tax accountants and is known for his entrepreneurial spirit. Knowing that our clients often share that same spirit motivates Jackson to provide timely and accurate service for our clients’ peace of mind.

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John O'Dowd

Senior Tax Accountant

John, our Senior Tax Accountant, brings a wealth of experience and expertise to the table. With his sharp analytical skills and meticulous attention to detail, John consistently delivers exceptional results in the field of taxation. John remains committed to delivering high-quality work in a timely manner.

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Laurenz Manalili

Senior Tax Accountant

Laurenz is one of Provident's best and brightest accountants. Always willing to go the extra mile, Laurenz loves our clients and loves the ability to help them be successful through quality and thorough work. 

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Beata Ligas

Senior Tax Accountant 

Coming Soon

 

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Brenn Marzan

Senior Tax Accountant

Coming Soon

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Rosio-Ibarra-Monarrez

Accounting Manager

Rosio is our resident traveler, having visited 34 countries and counting. She’s no stranger to helping clients be successful and loves the proactive work she does to keep our clients pursuing financial freedom.

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Jemie Beltran

Accounting Manager

Jemie has 5 years of accounting experience, and is a big part of our team. She believes trust and commitment make for the best partnerships between Provident and our clients. Great accounting makes for a better tax compliance process, and for Jemie, that work requires determination, patience and kindness. 

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Alyssa Bio

Accountant /Bookkeeper

Alyssa is one of our newest team members, but in her short time has shown us that she loves celebrating small wins for herself and clients. She understands clean bookkeeping makes for even better decisions, and loves providing that to our clients. 

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Glydel Gecana

Accountant /Bookkeeper

Coming Soon

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Lynn Calip

Office Administrator

Lynn is our dedicated and skilled office manager, who plays a crucial role in ensuring the smooth functioning of our operations. With her expertise and attention to detail, Lynn helps create a professional and efficient environment for both our team and clients.

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Krystal Smith

Marketing Manager

Krystal received her marketing degree from the University of Central Oklahoma. She helps create social media content, client engagement pieces and much more. She's also a manager of our growing online communities.

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Jeff Rivera

Web Development Specialist

Coming soon

Keep more of what you earn,
and use it to reach financial independence faster.