Arlene is a Senior Tax Manager at Maze and Associates.

She has 27 years of public accounting experience, providing tax consulting, strategic planning and advisory services to individuals and businesses in all stages. She is focused on improving her client’s growth and profitability and excels at helping them understand their financial and tax situation.

Arlene is passionate about her work and assists her clients transition through both business and personal milestones. Her clients love her personable approach and know that she operates with their best interest in mind, acting as partner and advisor.

Prior to joining Maze and Associates, Arlene managed her private practice which included both a tax and audit component. Her firm participated in the AICPA Peer Review Process since its inception in 1997. Her audit practice specialized in the non-profit industry, included OMB Circular A-133 compliance and several joint venture projects with Deloitte & Touché, LLP.

Arlene’s tax focus includes the preparation of business, individual, trust and estate tax returns to include specialization in real estate transactions and 1031 exchanges. Her understanding of tax-exempt entities also allows her to handle the unique tax situations related to Private Foundations and Supporting Organizations.

Arlene is a frequent speaker on tax issues to professional groups in the area and participates with in-house staff training. She has appeared on various television and radio programs and contributes technical articles to local print media. He book “Day to Day Business Accounting” was published by Prentice Hall.

Credentials:

• University of Texas, Bachelor of Science Degree in Business Administration,1980
• California CPA License, 1995
• Golden Gate University, San Francisco, Master of Taxation, 1999
• FINRA Series 7 and Series 66 (2013-2019)

Professional Affiliations:

• American Institute of Certified Public Accountants (AICPA), 1996
• AICPA, Member Private Companies Practice Section, 1996
• AICPA, Member Tax Section, 1996
• CalCPA Financial Literacy Committee (Past Member)

Joe has lived in the Bay Area most of his life and attended schools locally.

He is a CPA with over 30 years of public accounting experience, first with the Martinez firm of Griffin & Poka and, since its purchase by Maze & Associates, is currently with Maze & Associates in Pleasant Hill.

Most of his work was performed in the area of individual income tax preparation and with considerable time spent on trust and estate administration matters.

He is licensed by the California State Board of Accountancy, License #71976 and is also a member in good standing (inactive) with the California State Bar.

Julian is a Tax Manager at Maze & Associates. Prior to joining Maze in 2019, Julian specialized in tax issues related to high net worth individuals, closely held businesses and multi-generational family groups. His primary focus was in tax consulting and compliance services to individuals and their related entities including trusts, partnerships and closely held businesses. He also has worked as a family office manager providing financial analysis, modeling and projections for real estate and venture capital.

Julian’s priority is to understand his client’s needs, concerns, and goals. He works to provide effective personalized planning and solutions to help his clients achieve their goals. Julian is always committed to providing clients with outstanding service.

Ramya is a tax accountant with over 10 year of experience. She worked at public accounting firms such as Deloitte, PwC and BPM. Her areas of expertise include international taxation, IC-DISC, domestic tax compliance, planning and advisory services to Hedge Funds, Private Equity, Venture Capital, Partnerships and Corporations clientele.
Ramya joined Maze & Associates to broaden her knowledge about Individual clients and closely held businesses. She is excited to learn about Individual, S-Corporations and Fiduciary taxation services to better serve her clients.
Ramya is passionate about providing the best client services, by better understanding their needs and business requirements. Apart from work, she loves cooking and spending time with her family and friends.