Our Team
Joan Armenta-Roberts
Owner and CEO
Joan has spent her entire career in California State and Local Tax and has become one of the leading specialists in her field. She started off her career by committing 17 years to the California State Board of Equalization (BOE, now the CDTFA) as a Tax Auditor and also served as Professional Sales Tax Advisor to Board Member Dean Andal.
After her time with the BOE, Joan worked for 18 years in public accounting, as a Managing Director in the State and Local Tax divisions of KPMG and PWC.
Zach Roberts
Senior Associate
Zach began his career by spending four years in public accounting, before heading into private accounting for six years. In the past two years with the firm, his hard work and attention to detail has helped our clients in recovering over $3 million in refunds from the State of California.