Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP.  He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals.  He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries.

Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs.

Sue specializes in income tax compliance and planning services for individuals, trusts and estates. She has more than 40 years of public accounting experience.

Investment, estate, gift and trust planning.

Specific individual, estate and trust accounting services include: individual, estate and trust planning including coordinating services with a client’s other professional advisors, stock option planning, consolidating investment reports, IRA distribution planning, individual and trust audit experience including Internal Revenue Service audits. Franchise Tax Board audits, Arizona Department of Revenue audits and Texas Comptroller audits.

Estate, gift and other fiduciary accounting services

Sue also manages the preparation and review of complex estate tax returns, gift tax returns and fiduciary income tax returns.

Chris has extensive experience in public accounting, with a focus on audit, review, and compilation engagements, as well as tax compliance and advisory services for closely held businesses and international clients. She works closely with clients in a variety of industries to deliver practical solutions and ensure compliance with accounting and tax regulations.

Chris has held leadership roles at accounting firms in Orange County, managing engagement teams and providing audit, tax, and consulting services for corporations, partnerships, and high-net-worth individuals. She joined Mowat Mackie & Anderson in 2024.

Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas.

Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021.

Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009.

She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies.

Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles.

• Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts.

• Works closely with trustees on estate planning, distribution planning and tax compliance.

• Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges.

Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs.

Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals.

Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients.

Jeanne brings over 40 years of public accounting experience, with extensive expertise in tax compliance, planning, and advisory services for closely held businesses, real estate entities, and high-net-worth individuals. Her industry experience includes real estate, manufacturing, distribution, and service-based companies.

She began her career while still in college, gaining early experience at Dataproducts Corporation, a publicly held company. After graduating, she joined Smith & Stephens Accountancy in Pasadena, CA, where she advanced to Audit Manager, working with both public and private companies in manufacturing, non-profit, and agricultural sectors.

Jeanne enjoys working on complex tax and accounting challenges and she delivering that meet each client’s needs. She joined Mowat Mackie & Anderson in 2025.

Andrey’s current work experience focuses on individual tax preparation, trusts and estates.  He his forthright and determined in his approach to solving clients’ tax challenges.

Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008.  He continued his career by joining Eckhoff and Company in 2013.  He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020.