Julie has over 15 years of design and marketing experience, starting at NASA and moving to IKEA after her daughter's birth. She has taken on lead roles in graphic and marketing, honing her skills in advertising. Julie helped establish two successful marketing departments, generating over $5 million in revenue. She also led campaigns that raised over $500,000 for global philanthropic causes in three months.

With over 25 years of experience in public accounting, Jill offers a wealth of knowledge and expertise. She has worked closely with small to mid-sized businesses and high-net-worth individuals, helping them navigate complex financial landscapes. Jill began her career in private accounting before transitioning to a boutique accounting firm where she specialized in supporting business owners with unique financial needs.

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Throughout her 15 years at at her previous firm, Jill honed her skills in tax compliance, client advisory, and team leadership, ensuring her clients received top-notch accounting solutions. Her ability to uncover hidden savings opportunities and stay ahead of ever-evolving tax regulations sets her apart as a trusted advisor in the field.

Brett Hancock is a seasoned CPA withover a decade of experience in public accounting, specializing in income tax compliance and strategic tax planning for individuals and businesses. He graduated from the College of Charleston with a degree in accounting and went on to earn a Master’s in Professional Accountancy from Clemson University.

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Prior to joining INVESTOR FRIENDLY CPA®, Brett served as a Tax Manager with an accounting firm in Upstate South Carolina where he focused on income tax preparation and planning for individuals and various business entities, including multi-state companies. At INVESTOR FRIENDLY CPA®, Brett assists clients with income tax compliance, tax planning, and strategies to minimize tax liability.

Barry McIntosh brings over 30 years ofexperience in public accounting, litigation support, and forensic accounting. A graduate of Georgia State University, Barry began his career with the Covington Police Department, where he served for 15 years, including five years as afinancial and fraud investigator. In this role, he collaborated with agencies such as the IRS, Department of Revenue, DEA, and FBI to prosecute financial crimes in the East Metro Atlanta area. 

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Since 1998, Barry has been practicing public accounting in Covington, GA, focusing on tax planning, preparation, and consulting for individuals and businesses. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs. Barry also contributes to the community by serving on the Newton County Chamber of Commerce's Small Business Development and Local Government Affairs committees. 

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At INVESTOR FRIENDLY CPA®, Barry serves as the US Tax Manager, assisting clients with income tax compliance, strategic tax planning, and minimizing tax liabilities.

With over 7 years of experience in public accounting since 2017, Ashley Carr is a seasoned tax professional specializing in tax planning, compliance, and preparation. She is passionate about helping both individuals and businesses navigate complex tax regulations while maximizing financial opportunities. Ashley began her career working with small businesses and has since expanded her focus to include high-net-worth individuals, providing them with tailored tax strategies.

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Known for her proactive and detail-oriented approach, Ashley ensures her clients stay ahead of changing tax laws, helping them secure valuable savings and minimize liabilities. Her dedication to providing exceptional service has earned her a reputation as a trusted advisor in the tax field.

Lance Woodall is a seasoned CPA with over 30 years of experience in tax compliance and strategic planning. He specializes in working with real estate investors, business owners, and high-income earners, helping them minimize liabilities and build long-term financial strategies.

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Before joining INVESTOR FRIENDLY CPA®, Lance developed a strong reputation for delivering personalized, results-driven tax guidance. Known for his calm, thoughtful approach, he helps clients navigate complex tax landscapes and uncover opportunities often overlooked by others.

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At INVESTOR FRIENDLY CPA®, Lance serves as US Tax Manager, where he continues to deliver proactive, tailored tax planning services that align with the goals of high-earning professionals and investors.

Wihan Botha is a seasoned tax professional with over 7 years of experience in tax planning and preparation, specializing in real estate investments. With a Master of Accounting (MAcc) degree, Wihan leverages his expertise to provide clients with tailored tax strategies that maximize financial success and ensure compliance with evolving tax regulations.

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In his role as a Senior Tax Accountant at INVESTOR FRIENDLY CPA®, Wihan helps clients navigate complex tax issues and identify valuable savings opportunities. His client-focused approach is complemented by his commitment to continuous learning, staying ahead of industry trends to offer the most effective solutions.

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Wihan is also an active participant in the firm's educational initiatives, including webinars and workshops, where he shares insights on effective tax strategies for real estate investment. His commitment to client education underscores his dedication to empowering investors with the knowledge they need to succeed.

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In addition to his tax career, Wihan demonstrates his entrepreneurial spirit by running his own side business, highlighting his passion for innovation and business growth. His involvement with the Double Eagle Society reflects his commitment to excellence and leadership within his field.

Kinsley is a strategic marketing professional with a passion for real estate, wealth-building, and helping clients achieve financial success. As VP of Marketing at INVESTOR FRIENDLY CPA®, she designs strategies that empower real estate investors, high-income earners, and business owners to maximize opportunities and make smarter financial decisions.

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She also serves as Account Manager for Full Time Employee, helping businesses find the right outsourced hires to drive growth, and leads the product launch marketing for TaxMD™, an AI-powered platform that makes hundreds of hidden tax strategies more accessible.

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Kinsley began her career in 2018 at Guaranteed Rate and later joined Silverton Mortgage, gaining hands-on experience in mortgage operations, sales, and marketing. She held an NMLS license for five years, originating mortgage loans, and developed a deep understanding of how lending, real estate, and marketing intersect to drive business growth. She has also been instrumental in expanding digital presence and connecting with the right clients.

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A graduate of Georgia State University, Kinsley earned her Bachelor's in Business Marketing while competing as a Division 1 Softball player, an experience that shaped her discipline, teamwork, and strategic mindset. She excels at connecting with the right clients to help them grow real estate portfolios and build lasting wealth.

With an MBA in Finance and a strong academic foundation that includes a BBA with a specialization in Finance, Ajusha brings a unique combination of financial discipline and practical insight to her role as a Tax Senior at INVESTOR FRIENDLY CPA®. Her early exposure to the financial industry through a banking sector internship equipped her with hands-on knowledge of financial systems, customer service, and operational efficiency—skills she continues to leverage in her current work.

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For over three years, she has helped clients navigate the complexities of tax regulations through detailed planning and personalized strategies. Ajusha’s love for numbers and structured thinking drives her to consistently uncover savings and ensure compliance. She takes pride in building long-term relationships based on trust, transparency, and measurable results.

Yash is a seasoned finance and tax professional—as well as an investor himself—bringing a unique perspective to every client engagement. He takes pride in thoroughly analyzing each client’s tax situation to deliver the best possible outcomes through highly customized tax preparation reviews, strategic tax planning, and genuine care.

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With a business degree focused on tax and accounting, Yash also brings broad experience from the accounting, banking, and credit lending sectors. His active involvement in understanding each client’s unique needs has helped INVESTOR FRIENDLY CPA® save millions of dollars in taxes for its clients.

Jubin is a dedicated finance professional with a strong academic foundation in management and business. He holds a Management degree from Ace Institute of Management and a BBA from Islington College. Jubin began his career with a two-month stint in the banking sector at Nepal Investment Bank, where he gained foundational experience in financial services.

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For the past 3.5 years, he has been working as a Tax Senior at INVESTOR FRIENDLY CPA®, specializing in reviewing tax returns for US-based clients and providing strategic tax planning support. His attention to detail, combined with a deep understanding of US tax regulations, enables him to deliver accurate and value-driven solutions to clients.

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Jubin is passionate about helping individuals and businesses navigate complex tax matters, and he continually seeks opportunities to expand his expertise in the global financial landscape.

Ruchi is a dedicated finance professional with a strong academic background and hands-on experience in the financial services sector. Currently pursuing an MBA with a major in Finance, she also holds a Bachelor’s degree in Business Administration with a specialization in Finance.

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With over three years of experience as a Senior Tax Associate at INVESTOR FRIENDLY CPA®, Ruchi has consistently demonstrated her expertise in tax planning and compliance. She has played a pivotal role in helping clients minimize tax liabilities through tailored tax-saving strategies, earning a reputation for precision, reliability, and client-focused service.

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Her professional journey began with an internship in the banking sector, where she gained foundational insights into financial systems and customer relationship management. Driven by a passion for working with numbers and strategic planning, Ruchi continues to develop her skills in financial analysis and tax advisory.

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In addition to her finance credentials, Ruchi has earned a Diploma in Public Speaking, enhancing her ability to communicate complex financial concepts with clarity and confidence.

Sami is a Business Administration graduate from Prime College, currently working as a Senior Tax Associate. Initially, she aspired to become a banker, but during her internship, she realized the banking environment and its slow-paced processes didn’t align with her personality or goals. She was uncertain about her next step but always knew she wanted to work somewhere that made her feel motivated and fulfilled.

That’s when her journey with INVESTOR FRIENDLY CPA® began. In the early days, she wasn’t entirely sure what she was doing, but over time, she started enjoying the work. She has grown with the company-professionally and personally—gaining hands-on experience not only in the world of taxation but also in workplace culture, work management, and team collaboration. It’s been a journey of self-discovery, and She is proud of how far she come.

Nobel is a Senior Tax Associate with over three years of experience in tax accounting, currently holding a Bachelor of Business Administration (BBA) degree. He has a strong track record of preparing tax returns for individuals, businesses, and corporations, with a focus on accuracy, compliance, and client service. Known for his love of numbers and analytical thinking, Nobel brings both precision and passion to his work. He is dedicated to continuous learning and professional development, staying up to date with tax laws and industry best practices.

Ribesh is currently working as a Senior Tax Associate at INVESTOR FRIENDLY CPA®, where he specializes in delivering personalized tax solutions, accurate bookkeeping, and financial reconciliation for individuals and small businesses. His primary focus is on helping clients maintain clean, tax-ready  books while ensuring alignment with IRS standards. He routinely handles year-end tax reconciliations, Schedule C/E preparation, and multi-state filings. 

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In this role, he is deeply involved in client advisory services—ensuring financial records are not only accurate but also optimized for tax efficiency. He also provides ongoing support through monthly bookkeeping, strategic tax planning, and audit assistance when needed. He is actively pursuing the Enrolled Agent (EA) designation to expand his ability to represent clients before the IRS and deliver enhanced tax expertise. 

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Prior to his current role, he served as a tax associate at INVESTOR FRIENDLY CPA®, where he built a strong foundation in tax compliance, return preparation, and client relations across a wide range of industries. 

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Before transitioning into the tax profession, he gained valuable financial experience at Jagdamba Motors Pvt. Ltd., working as both an Account Executive and Loan and Account Intern. He also held a position as an Accountant at Hankook Sarang, managing daily accounting operations and developing a strong attention to financial detail. 

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As he continues to grow in the field, he remains focused on combining technical expertise with client-first service—making complex tax and financial matters simpler so clients can stay compliant, organized, and focused on running their businesses.

Larin Dorje Tamang is a dedicated tax professional with over two years of experience at INVESTOR FRIENDLY CPA® where he has advanced from a Tax Associate to a Senior Tax Associate. Since joining the firm in April 2023, he has worked closely with a diverse client base—particularly in the real estate and service industries—helping them navigate complex tax regulations, prepare accurate filings, and identify strategic tax planning opportunities.

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He holds a Bachelor of Business Administration (BBA) in Accounting and Finance from Lincoln University College, which provided him with a strong foundation in financial principles and tax law. Larin applies this knowledge in practical settings by streamlining tax preparation, advising on IRS compliance, and supporting clients throughout tax season. He is also committed to enhancing internal processes and contributing to team success through collaboration and continuous improvement.

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In addition to his client work, Larin actively supports the growth and development of junior associates by sharing knowledge, offering guidance, and fostering a collaborative work environment. He is known for building strong client relationships and delivering clear, timely, and dependable support.

Monika is a dedicated tax associate and committed philanthropist who brings a unique blend of technical expertise and heartfelt service to every role she undertakes. With 2.5 years of hands-on experience in the tax and accounting sector—alongside a parallel journey in the service and nonprofit space Monika has cultivated a well-rounded, people-focused approach to her professional career. Her work is rooted in analytical precision, client-focused thinking, and a passion for using her skills to serve both individuals and the broader community.
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Specializing in tax preparation, planning, and compliance, Monika consistently brings diligence, adaptability, and integrity to every client engagement. Her experience spans a range of service organizations, where she has demonstrated excellence in managing complex tax matters, contributing to team success, and upholding the highest standards of ethical practice. Whether supporting team through intricate tax challenges or dedicating her time to causes that uplift others, she leads with purpose, patience, hardwork and compassion—always aiming to create value through both her profession and her principles.

Shreemant holds a bachelor’s degree in Business Management and is a Tax Associate with over 3 years of experience in preparing and reviewing individual, corporate, and partnership tax returns. He is proficient in tax software such as CCH and QuickBooks, and has advanced Excel skills for data analysis and reporting.

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With a strong understanding of federal and state tax regulations, he has a proven track record of delivering accurate, compliant, and timely tax solutions. He is known for his clear communication, attention to detail, and a client-focused approach in every engagement.

Riya’s interest in finance began during high school, where she developed a strong affinity for working with numbers. This passion led her to pursue a Bachelor of Business Administration in Finance at Lincoln University College. During her academic journey, she discovered a particular interest in accounting and taxation, which ultimately guided her toward a career in the field.

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She currently works as a Tax Associate at INVESTOR FRIENDLY CPA®, a US-based tax firm, where she is gaining valuable experience in US tax preparation and compliance. Riya is committed to continuous learning and has greatly benefited from the mentorship and expertise of her colleagues. Her role has deepened her enthusiasm for tax and accounting, and she is focused on building a long-term, impactful career in the profession.

Anisha Koirala is a focused and detail-oriented Tax Associate at INVESTOR FRIENDLY CPA®, where she specializes in strategic tax planning for real estate investors and Small Business Owner. She works closely with clients on the preparation and filing of Tax Returns, ensuring full compliance with current tax laws and industry-specific regulations. Since joining the firm in June 2024, Anisha has played a vital role in helping clients identify eligible tax credits, deductions, and incentives that reduce liabilities and enhance long-term financial outcomes.

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In addition to her technical and client work, Anisha is committed to continuous learning, team collaboration, and professional growth.

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Anisha is currently pursuing a Bachelor of Business Administration (BBA) in Accounting and Finance at Lincoln University College, where she is building a strong academic foundation in financial reporting, tax law, and business management. She applies this knowledge daily in her client work, combining technical accuracy with strategic insight.

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Prior to joining INVESTOR FRIENDLY CPA®, Anisha gained hands-on experience in Business operations and inventory management, where she developed a solid understanding of business workflows, supply chain coordination, and cost control. She also completed a marketing internship, contributing to digital campaigns, data analysis, and event coordination. These roles strengthened her analytical and organizational skills and gave her practical insight into how businesses function. This background now supports her effectiveness in tax preparation, expense classification, and financial reporting.

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Manish is a motivated and analytical tax associate with experience at INVESTOR FRIENDLY CPA®, where he collaborated with a diverse client base to deliver strategic, compliant, and results-driven tax solutions. During his time there, he gained hands-on experience with both individual and business tax filings, deepened his understanding of U.S. tax codes, and contributed to improved financial outcomes through proactive planning. Recognized for his attention to detail, client-focused approach, and eagerness to learn, Manish is passionate about connecting numbers with strategy and is excited to continue growing in the fields of accounting, finance, and beyond.

Nisha is a Tax Associate at INVESTOR FRIENDLY CPA®, where she empowers real estate investors to protect and grow their wealth through strategic tax planning, smart entity structuring, and accurate, forward-thinking tax preparation. Her mission is to make taxes less overwhelming and more opportunistic transforming obligations into strategic advantages.

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Driven by a passion for accounting and finance, Nisha brings strong analytical skills, a problem-solving mindset, and a deep commitment to professional growth. She thrives in fast-paced, collaborative environments where learning is constant and every challenge is a chance to improve.

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Currently pursuing her Enrolled Agent (EA) designation, Nisha is expanding her expertise to better serve clients and support INVESTOR FRIENDLY CPA®’s mission: using insight, innovation, and strategy to help clients build lasting financial success.

With over 4 years at INVESTOR FRIENDLY CPA®, Sumika is a dedicated to empowering clients through tailored solutions. Holding bachelor's in Information Management, she developed a keen interest in leveraging technology to solve business challenges. This passion led her to pursue a Master's in Business Administration with a focus on Corporate Leadership, equiping her with startegic insights to lead effectively.

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Beyond her professional endeavors, she is passionate about crochet and knitting, finding joy and relaxation in crafting handmade pieces.

As a certified Customer Success Professional with an MBA, Samin brings a deep expertise in customer success, team leadership, and client engagement to her role as Lead Account Manager at INVESTOR FRIENDLY CPA®.
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She holds 4+ years of experience in account management for a multitude of clients, includingsome top tier Fortune 500 companies. She is driven towards building scalable processes that are client centric and has carried the vision of driving Customer- First mindset at INVESTOR FRIENDLY CPA®. Outside of work, she loves taking care of her pet dogs and immerses herself into the world of poetry.

Sujana is a BBA graduate and a Client Success Specialist at an INVESTOR FRIENDLY CPA® firm. She supports clients with tax planning, compliance, and return preparation, with a special interest in real estate investors and business owners. Known for her attention to detail and commitment to clarity, Sujana is passionate about helping clients navigate complex tax matters and stay ahead in a constantly evolving landscape.

An Engineering and M.Tech graduate from Rajiv Gandhi Technical University, she brings a unique blend of academic and IT experience. She began her career as a lecturer before transitioning into software development, following the completion of a Java course and hands-on training experience in Bangalore. Driven by a passion for technology, she returned to Nepal to build her career in the IT sector.

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Currently serving as a Project Manager at INVESTOR FRIENDLY CPA®, she leads cross-functional teams and oversees end-to-end project delivery. She is recognized for her strong communication skills, technical expertise, and a commitment to continuous learning and professional growth.

Bishal Khanal is an HR Admin Assistant at INVESTOR FRIENDLY CPA® and an aspiring HR professional from Nepal. He is currently pursuing a Bachelor's degree in Business Administration (BBA) at Tribhuvan University. Bishal is gaining valuable hands-on experience in recruitment, employee engagement, and HR operations. At INVESTOR FRIENDLY CPA®, he is involved in various HR initiatives, supporting the company's growing team and contributing to the development of internal HR processes. Previously, Bishal served as the Event Management Head for the Hult Prize at Saraswati Multiple Campus (SMC), where he successfully led the coordination and execution of one of the campus’s largest student-led events.

Manila Devkota is a dedicated HR professional with nearly 5 years of hands-on experience in human resources management. A graduate with an MBA from the Ace Institute of Management, she has developed strong expertise across key HR domains including employee relations, performance management, organizational development, and the proficient use of HR systems. Known for her strategic mindset and people-first approach, Manila has contributed significantly to building effective HR processes that align with organizational goals. Her experience spans across talent management, employee engagement, and streamlining HR operations to enhance workforce productivity and satisfaction. With a strong foundation in both operational and strategic HR, Manila continues to drive positive change and foster inclusive, performance-driven workplace cultures.

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Kuber Tamang leads the charge in safeguarding and optimizing the technology backbone of both INVESTOR FRIENDLY CPA® and TaxMD™. With a strong foundation in cybersecurity and systems administration, Kuber brings both strategic foresight and hands-on expertise to the table, ensuring the digital infrastructure for both companies remains secure, resilient, and ready for growth.

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A graduate of the University of Mysore, Kuber blends academic rigor with real-world experience, tackling complex IT challenges with a calm, solutions-first mindset. From securing sensitive financial data at INVESTOR FRIENDLY CPA® to streamlining internal IT operations for both INVESTOR FRIENDLY CPA® and TaxMD™, he plays a crucial role in keeping the systems of both firms, and their clients, protected and empowered.

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Driven by the simple mantra “Doer. Always Learning,” Kuber stays at the forefront of evolving technology trends, continually enhancing the firms' ability to deliver safe, efficient, and forward-looking services.

Kanchan Karki is a Software Developer at INVESTOR FRIENDLY CPA® and has been working on TaxMD™ since the very first day almost one year ago. Kanchan recently graduated from Herald College with First Class Honours in BSC hons Computer Science. From the beginning, she has believed strongly in the project and is dedicated to working hard to make it a success.

Having witnessed many challenges along the way, Kanchan has remained committed and resilient. She was part of the team when it was very small, and now she sees it grow into a larger, more dynamic group. Through every phase of growth and every obstacle, she has always maintained her belief in TaxMD™ and its potential.

Her dedication, perseverance, and passion for the project drive her daily efforts to help bring TaxMD™ to life and make a meaningful impact in tax planning technology.

Kanchan thrives in environments that encourage growth and innovation. She is dedicated to expanding her expertise in full-stack development and embraces every opportunity to learn, adapt, and improve. Known for her friendly nature, Kanchan is committed to delivering high-quality software solutions while staying at the forefront of the ever-evolving tech landscape.

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Her personal mantra is:

“Challenges will come, and we must go through them. Never lose hope if you believe it will work out, it will.”

Ketan Maharjan brings his design expertise across UI/UX, graphics, packaging, and branding, helping businesses craft meaningful visual experiences. Currently working at INVESTOR FRIENDLY CPA® and TaxMD™, he creates user-focused digital experiences that balance creativity, usability, and functionality.

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Throughout his career, he has worked with a wide range of clients from startups to established brands helping them build strong digital identities and engaging designs. His work focuses on accessibility, minimalism, clean visual hierarchies, and scalable design systems, ensuring his designs not only look good but also perform seamlessly across devices and user types.

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Ketan holds a Bachelor's degree in Information Management from NCCS, where he also explored front-end development using Bootstrap and AngularJS. This background helps him bridge the gap between design and coding. Outside of work, Ketan does digital art and is an avid cyclist. He finds joy and balance in cycling, which helps him unplug from the screen and clear his mind.

Kailash Pokhrel is a seasoned technology leader with over 15 years of experience driving innovation across diverse industries and tech ecosystems. He specializes in designing scalable systems, leading high-performance teams, and aligning technology initiatives with business strategy. With deep hands-on expertise in full-stack development, cloud infrastructure, and modern software architecture, Kailash delivers impactful digital solutions at scale. His stack includes .NET, Python, React, Next.js, Laravel, Python, Django, FastAPI, mobile technologies, and more.

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He is also skilled in database systems like PostgreSQL, MongoDB, Snowflake, and SQL Server. Cloud-savvy and DevOps-proficient, Kailash works across AWS, Azure, and GCP to ensure systems are secure, resilient, and future-ready. His leadership is grounded in Agile principles, continuous improvement, and collaborative delivery. Kailash has led digital transformation efforts that enhanced efficiency, reduced costs, and enabled business growth. He is passionate about mentoring teams, simplifying complex systems, and building for scale. With a strategic mindset and a builder’s heart, he thrives in fast-moving, mission-critical environments. Kailash is currently working with TaxMD™ to optimize and scale their technology infrastructure, ensuring that both companies are equipped to support growth, security, and long-term success.

Sameep Neupane is a UI/UX designer with two years of experience delivering thoughtful, user-first digital experiences. Specializing in intuitive interface design and seamless user journeys, Sameep has worked on a range of projects from early-stage prototypes to fully developed products.

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Combining creativity with a strong understanding of user behavior, Sameep brings clarity and usability to every interface. With a solid command of modern design tools like Figma and Adobe XD, and a growing expertise in design systems and accessibility best practices, Sameep helps build products that not only look great but also perform exceptionally well.

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Whether collaborating with cross-functional teams or conducting user research, Sameep is committed to crafting meaningful experiences that drive engagement and add value.