Audit Manager Jill Todd joined Spiegel in 2022, with over 8 year’s public accounting experience, including four years with a big four firm. Her background in public accounting includes providing financial statement audits and reviews for a combination of public and private entities. Her industry experience includes large public …
Tax Manager William Vandegrift joined Spiegel in early 2022 as a Tax Manager. William is a qualified IRS Enrolled Agent who specializes in international, cryptocurrency, and business tax compliance. He has successfully served a range of clients, including real estate investment corporations, expats, and virtual currency investors. Prior …
Senior Tax Associate Jonathan Sussman joined Spiegel as a Senior Tax Associate in January 2023. Jonathan began his career working for a tax and accounting firm in south Florida. His position with the firm allowed him to develop a capacity for communicating accounting and compliance matters to clients regarding …
Audit Supervising Senior Megan Simpson joined Spiegel as an Audit Supervising Senior in early 2023. She began her audit career with a regional public accounting firm in New Orleans, Louisiana, in 2008. Prior to Spiegel, Megan spent fifteen years specializing in the performance of governmental, non-profit, and oil and …
Senior Audit Associate Lei Shu joined Spiegel as a Senior Audit Associate in 2022. Lei has over nine years’ experience in the areas of public accounting, investment banking, and venture capital while she lived in China. Her responsibilities as an assistant manager at KPMG included oversight of statutory annual …
Operations Associate Kate Cole joined Spiegel in 2022 as an Operations Associate. In this role, Kate provides support for client engagement, workflow systems, quality control, marketing, and special projects. Previously, Kate worked at a multicultural specialty goods company, specializing in sales, merchandising, and employee onboarding. In her free …
Senior Audit Associate Ruth Matendere joined Spiegel in 2022 as a Senior Audit Associate. Prior to joining Spiegel, Ruth held positions at EY Zimbabwe while residing there. Ruth holds a B. S. in Accounting, and is a qualified Chartered Accountant in the country of Zimbabwe. Her goal is to …
Audit Supervising Senior Jasmine Satti began her audit career with Ernst & Young in 2014, working on public filers in the technology sector. She is currently a Spiegel Audit Supervising Senior, responsible for providing audit services to multiple private lenders and mortgage bankers. Jasmine earned her B.S. in Accounting …
Audit Supervising Senior As an Audit Supervising Senior with Spiegel, Amartuul Turbat is currently responsible for preparation and review of audit engagements. Amartuul has over six years of auditing and accounting experience, servicing companies within a broad range of industries including telecommunication, mining, travel, non-profits, local governments, and tribal. …
Principal On January 1, 2023, Kadidia Traore was promoted to Principal, joining the Spiegel partnership group. Kadidia joined the Spiegel audit team in 2016 and soon became Director of Audit, managing multiple corporate audit engagements. She has over 10 years of experience providing auditing and accounting services to companies …
Operations Associate As Operations Associate, Raymond Tran is responsible for client data intake and organization, generating client QuickBooks reports, and project coordination, as well as overseeing or assisting with various operational and administrative tasks. Raymond joined Spiegel in 2018 after earning his A.A. in Accounting from Laney College. …
Administrative Associate Lizbeth Torres is an Administrative Associate with Spiegel and assists the company by organizing files, preparing documents, sending out invoices, and supporting other staff in whatever they need. She holds a B.A. in Business Administration, with an emphasis in Marketing, from California State University, East Bay. Lizbeth …
Director of Administration As Director of Administration, Janis Roe is responsible for all day-to-day administrative operations. Her primary responsibilities within the company cover financial management, HR management, strategic planning, and communication with firm management. She provides the administrative leadership for the office, including the administration team. Prior to …
Director of Tax As Director of Tax with Spiegel, Chris Ricker manages a team that provides tax services, including compliance and consultation, and helps clients make proper decisions about their future by providing solutions to reach their goals. Before joining Spiegel in 2021, Chris spent 25 years at …
Tax Supervising Senior Susie Ng joined Spiegel in 2015 and is a Tax Supervising Senior. Susie performs a number of services, including preparation of federal and multi-state returns, partnerships featuring 500+ domestic and foreign partners, book/tax adjustments, variance analysis, and prior year close-out. She has over 16 years of …
Tax Supervising Senior Noelia is a Tax Supervising Senior with Spiegel and has been with the firm since 2005. She is a QuickBooks Certified ProAdvisor in QuickBooks Desktop 2020 and QuickBooks Online. Noelia earned her B.S. in Accounting from San Francisco State University. In her free time, Noelia …
Director of Audit Sonja Dugan has over 17 years of experience providing auditing and accounting services to companies within a broad range of industries, including the manufacturing and retail sectors. Her experience consists of over 13 years at KPMG and four years at a small public accounting firm. She …
Supervising Administrative Associate Crystal Joy Dalmacio is a Supervising Administrative Associate with Spiegel. Crystal’s varied background in customer service, retail and office administration provides the perfect foundation for her role supporting the Office Manager, as well as all other departments within the firm. She strives to be a jack-of-all-trades …
Director of Operations As Director of Operations, Dyan Cole plans, coordinates, and oversees operational activities to ensure processes and systems align with the current and future needs of the firm. Aside from overseeing the varied aspects of operational functions, Dyan is highly integrated with Spiegel’s marketing and business development …
Senior Audit Associate David Clark is a Senior Audit Associate with Spiegel and a licensed California CPA. Before joining Spiegel in 2020, David spent six years working with a variety of real estate organizations, primarily in residential and commercial property management, and HOA management. David focused on the …
Principal Henry Chavez works with thriving organizations, serving as a strategic resource for their growth and success. In a public accounting career spanning over two decades, Henry has provided assurance and business consulting services to privately held businesses in the financial services, manufacturing and distribution, technology, and non-profit sectors. …
Managing Principal Jeff Spiegel’s dynamic career as a Certified Public Accountant began to escalate when he established his own full-service, boutique CPA firm in 1991, with a particular focus in the mortgage banking, private equity lending, and real estate industries. Prior to founding Spiegel, Jeff held positions with KPMG …