A small-business CPA firm built on plain answers

Tobi Li Marshall

Certified Public Accountant, licensed in California & Missouri

• CPA licensed: 2014
• Focus: Tax resolution, tax planning, tax preparation, payroll, bookkeeping
• Education: Master of Accounting, University of Missouri–Kansas City

“Tax deductions and credits are like shopping coupons to me. I always enjoy showing and teaching clients to understand their tax returns. My passion is to ensure that clients are aware of their financial situations to make excellent and timely business decisions.”

Tobi is a Certified Public Accountant in both California and Missouri, based in West Covina and working with small business owners across the United States. If you wish you did a better job tracking income and expenses, or worry about mistakes in your bookkeeping, Tobi will help you implement strategies that lower your tax bill before year end. She is fluent in Mandarin, Cantonese and English.

Jocelyn Maynes

QuickBooks Online ProAdvisor

• QBO licensed: 2018
• Focus: Bookkeeping clean up, cash flow management, advisory services, budgeting

“I'm an entrepreneur, number-cruncher, OCD organizer, mother, wife, and a friend. I love helping businesses thrive in their day-to-day to ensure a prosperous future.”

Jocelyn's career started behind the scenes in the music industry — radio, record labels, artist management, sales, marketing and promotion — but it was always the numbers she loved. Numbers led her to commercial real estate and finance, where she gained years of bookkeeping experience before downsizing to a small family firm.

Jeannie Ngov

Staff Accountant

• Focus: Bookkeeping, tax planning, business advisory

“I've always felt my passion lies with helping people find the most advantageous standpoint in their tax and business situation.”

Jeannie received her accounting degree at Rockhurst University and began her career researching domestic and international taxes. She keeps tabs on your business, prepares financials accordingly and tax plans periodically to maximize your business's potential.