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.
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.
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 returns. She is efficient in delivering our services to clients and has a passion for customer support.
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.
Rosio Ibarra-Monarrez
Client Services 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.
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.
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.
Melody Wilder
Retirement Plan Specialist/CSM
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.
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.
Eva Chai
Tax Manager
Eva is one of our in-house tax compliance and accounting experts. She has extensive knowledge of taxation policies, tax compliance, and how tax affects real estate. From the simplest to most complex tax returns, she's there to support individuals and small businesses.
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.
Kook Chu, CPA
Tax Manager
With 14 years of experience, Kook enjoys the analytic work of tax savings and planning. Some of his biggest joys in his career are from helping clients grow their businesses. Kook has a twin brother that also happens to be a CPA.
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.
Jackson Frazier
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.
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.
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.
Beata Ligas
Senior Tax Accountant
Coming Soon
Jamie Naifeh
Accounting Manager
Jamie's career has provided experiences helping a wide variety of clients with diverse financial needs. She's responsible for general accounting preparation and implementing account systems for clients.
Jemie Beltran
Senior Accountant / Bookkeeper
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.
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.
Marketing Manager
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.
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.
Jeff Rivera
Web Development Specialist
Coming soon