Spiegel Accountancy

TUAN NGUYEN

Tax Associate Prior to joining Spiegel Accountancy as a Tax Associate, Tuan Nguyen acquired four years of experience in general accounting practices. Tuan’s professional background includes working as an inventory control analyst, billing analyst, and accounting assistant. He now looks forward to becoming an expert in taxation and audit by …

TUAN NGUYEN Read More »

ELI SMITH

Senior Tax Manager   Eli Smith joins Spiegel as a Senior Tax Manager with over 17 years of experience in accounting, banking, and financial management. Throughout his career, Eli has held executive positions as Vice President of Commercial Lending, Chief Financial Officer of privately held businesses, Managing Partner of a …

ELI SMITH Read More »

WILLIAM VANDEGRIFT

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 …

WILLIAM VANDEGRIFT Read More »

STEVE SCOTT

Fund Accounting Supervisor Steve Scott joined Spiegel in 2022 as the Fund Accounting Supervisor. Previously, Steve spent fifteen years in fund accounting with one of the world’s largest fund administration companies. During that time, he developed an extensive knowledge of hedge funds and mutual funds.   In 2006, Steve graduated …

STEVE SCOTT Read More »

LEI SHU

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 …

LEI SHU Read More »

CATHY WOOD

Senior Fund Accountant   Cathy Wood, Senior Fund Accountant, joined Spiegel in 2021, onboarding new clients and providing full-cycle accounting services for funds — which includes recording journal entries and preparing financial statements. She holds a B.S. in Biology and a Masters in Accounting from the University of North Carolina. …

CATHY WOOD Read More »

AMARTUUL TURBAT

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. …

AMARTUUL TURBAT Read More »

KADIDIA TRAORE

Director of Audit   Kadidia Traore joined Spiegel in 2016 and as a Director of Audit is currently responsible for managing multiple corporate audit engagements. She has over 10 years of experience providing auditing and accounting services to companies within a broad range of industries including the real estate, manufacturing …

KADIDIA TRAORE Read More »

RAYMOND TRAN

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.   …

RAYMOND TRAN Read More »

LIZBETH TORRES

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 …

LIZBETH TORRES Read More »

JUSTIN SPEARS

Senior Fund Accountant   As a Senior Fund Accountant, Justin leads essential efforts in supporting investor processing and reporting, in addition to financial statement preparation.   Prior to joining Spiegel in 2021, Justin spent nearly six years working in fund accounting for one of the world’s leading fund administration companies. …

JUSTIN SPEARS Read More »

JANIS ROE

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 …

JANIS ROE Read More »

CHRIS RICKER

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 …

CHRIS RICKER Read More »

PINA PATEL

Audit Manager   Pina Patel joined Spiegel in 2020, bringing over 15 years of public accounting experience, including eight years with one of the largest California-based accounting firms in the Bay Area. Her background comprises of providing financial audits and reviews for private companies in a variety of industries including …

PINA PATEL Read More »

NATALIE NGUYEN

Audit Manager   Natalie Nguyen began her accounting career at Spiegel in 2017 shortly after receiving her B.S. in Business Administration with concentrations in Accounting and Finance from California State University, East Bay. She holds an active CPA license in the State of California.   As an Audit Manager, Natalie …

NATALIE NGUYEN Read More »

SUSIE NG

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 …

SUSIE NG Read More »

DOV NEUHAUS

Senior Tax Manager   As a Spiegel Senior Tax Manager, Dov Neuhaus possesses a passion for helping others navigate through the myriad of increasing tax legislation and compliance requirements. He brings with him over 20 years of combined experience in public accounting and private industry accounting, specializing in the financial …

DOV NEUHAUS Read More »

NOELIA GOMEZ OSORIO

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 …

NOELIA GOMEZ OSORIO Read More »

SONJA DUGAN

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 …

SONJA DUGAN Read More »

CRYSTAL JOY DALMACIO

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 …

CRYSTAL JOY DALMACIO Read More »

DYAN COLE

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 …

DYAN COLE Read More »

Scroll to Top