At Peninsula Accounting Services, Inc., we are more than accountants—we’re problem-solvers. We are passionate about providing insightful solutions to your business challenges. We listen closely to thoroughly understand both your organizational and financial goals, and develop an individualized plan to serve your unique needs.
Let our skilled team of experts provide you with superior accounting services and timely, relevant advice. We offer a broad range of solutions for individuals, businesses, and nonprofit organizations.
A TEAM OF ACCOUNTANTS AT YOUR SERVICE
With Peninsula Accounting Services, Inc., you don’t get just one accountant—you get a team of accountants. We make sure that you benefit from the collective expertise of our entire firm, and appoint multiple staff members to each client account. By combining the knowledge, experience, and energy of our staff, you receive the close personal and professional attention you deserve. You can rest assured that there is always someone available to help you who understands your business.
Susan has been in the accounting world since 1982, and she provides tax planning and business strategies to clients of Peninsula’s three offices. She previously worked for Ernst & Young LLP. She prides herself on helping clients achieve their financial goals, mentoring great team members, and building a CPA firm that contributes to its clients’ success.
David joined the firm in 2015 after 10+ years at Fortune 500 companies and 5+ years as an executive in small growing companies. He drives growth for the firm and focuses on using technology to improve the timeliness and accuracy of the information we provide.
SHARON CHAN EA
With more than six years of experience performing a vast range of accounting functions, Sharon specializes in tax planning for high net worth individuals; and tax preparation for individuals, small closely-held corporations, partnerships, trusts, and non-profit organizations.
With more than eight years of experience preparing financials and accounting for small companies, Megan has a deep expertise in both quickbooks and small business accounting. She is our resident quickbooks online specialist and can onboard a new client better than anyone on staff. She's our fixer!
Josephine joined us while still in school nearly 5 years ago and we've never let her leave. She has been an outsourced controller for multiple restaurants and also has a great deal of expertise in payroll and corporate tax.
Laura runs our payroll practice with over 30 clients and 500 employees. She is also our front line of defense as the one who mans the phones and front desk. She has been at PAS for nearly two years and also provides bookkeeping and tax support.
Sales Tax Specialist
Helen is our most tenured team member with nearly 15 years with the company. She runs sales tax and 571 filings for our clients along with bookkeeping, tax, payroll, and anything else that needs to get done!
Andrew is our newest CPA. He is a quickbooks ProAdvisor
who provides a fresh and unique perspective to our team. He worked in finance prior to completing his CPA, and he has a background in real estate accounting.
Cindy has a role in everything we do - preparing more tax returns than anyone else on staff and also leading the way with bookkeeping. She's been on staff for nearly five years and knows small business accounting and tax as well as anyone.
Haylee joins the Peninsula team with 7 years of tax season experience and 3 years with the CA Board of Equalization. She's detail-oriented and loves helping clients - the perfect accountant for your team! Haylee has completed hundreds of individual and corporate tax returns and has an expertise in multi-state returns, asset sales, escrow transactions, fixed asset allocations and pass-throughs.