The Santa Monica CPA firm promotes six staff members
Santa Monica, CA — July 10, 2019 — Gumbiner Savett Inc. is pleased to announce the promotion of six employees to the next level in their accounting careers as of July 1, 2019 — most notably, Helena Song, CPA, and Joseph Ventura, CPA, each of whom will assume new roles as Audit & Accounting Principals at the firm.
Other staffers receiving promotions include Vaibhav Tandon, CPA (to Senior Audit Manager); Adi Siah, CPA (to Senior Tax Manager); You Wan (to Audit Senior Associate) and Carlos Ubalde (to Business Services Supervisor).
“The firm has experienced excellent growth in the past years as have Helena and Joseph grown exceptionally in their careers,” said Rick Parent, Managing Director of Gumbiner Savett Inc. “We are proud that they have taken part in firm management through these years and will now take a greater role. We also look to Vaibhav, Adi, You and Carlos to continue to be strong contributors to the practice. We are fortunate to cultivate the extraordinary talent that we have in Southern California.”
An employee with the firm since 2007, Song received her B.A. from Beijing Foreign Studies University and has a M.A. in Accounting from Indiana University. She provides accounting and auditing services to both SEC registered and privately held entities in various industry sectors. She specializes working with clients in the areas of real estate investments funds, real estate builders and operators, private equity, manufacturing and distribution, and technology.
Ventura has been with the firm since 2011. He received his degree in Business Management and Economics from University of California, Santa Cruz. He is focused on providing audit, accounting and consulting services to clients ranging from venture backed start-ups through established corporations with multiple entities. He also specializes in audits of real estate and employee benefit plans.
With the firm since 2013, Tandon is a Chartered Accountant in India and received a bachelor’s degree at Kanpur University and his master’s degree at Golden Gate University. He has extensive experience working with non-profit organizations, real estate developers, retirement plans (401k) and privately held clients.
With a bachelor’s degree in accounting from the University of Illinois – Urbana Champaign, and a master’s degree from the University of Southern California, Siah specializes in tax compliance and planning for privately help businesses and their individual owners.
Wan received her bachelor’s degree at Missouri State University and a master’s degree from University of Missouri – Kansas City and had been with the firm since 2018.
With a bachelor’s degree in accountancy from California State University, Northridge, Ubalde has been with the firm since 2016.
About Gumbiner Savett Inc. – www.gscpa.com
Gumbiner Savett Inc. is a full-service certified public accounting firm headquartered in Santa Monica. Founded in 1950, its purpose is to enrich its clients’ lives by facilitating the achievement of their financial objectives and providing career fulfillment for its employees.
Gumbiner Savett Inc. is dedicated to being a preeminent assurance, tax and business advisory firm for growth oriented businesses, middle market enterprises and high-net worth individuals in Southern California. In addition to traditional private and public company accounting and tax services, it specializes in general business consulting, business management, business services, bookkeeping, litigation support, estate & trust planning and fraud examination studies.
Gumbiner Savett Inc. is an independent member firm of BKR International.