Mowat Mackie & Anderson Managers

We hire experienced, top-quality people, who think critically, exert independent judgment and are intellectually curious.

We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship.

Penny Chuah

Penny Chuah - Mowat Mackie & Anderson Accounting Oakland

Penny’s current work experience includes tax compliance and planning for individuals, corporations, partnerships, trusts, and estates.  She has worked with clients with foreign asset reporting requirements.  She is also responsible for the fiduciary accounting reports for trusts or estates and compilation reports for small businesses.

Penny began her career at the predecessor of Pricewaterhouse Coopers about 27 years ago. She then worked for a local firm for 25 of those years where she was a part of the long-term clients’ celebrations of their different life stages, for individuals: from starting their career to retirement to wealth transfers, and for businesses:  from startup to ultimate sale.  Further, she has assisted in investment accounting and analysis.

Qualifications
  • BS/Accounting with honors – St. Mary’s College, CA
  • MS/Taxation – Golden Gate University

Professional Affiliations
  • Member – American Institute of Certified Public Accountants
  • Member – California Society of CPAs
  • Volunteer – MVHS Theatre Friends, Inc.

Personal Interests
Spending time with family and friends, volunteering at the local schools

Alexis Claypool

Alexis Claypool - Mowat Mackie & Anderson Accounting Oakland

Alexis Claypool began her career with Frank Rimerman + Co., LLP in their San Francisco office. During her tenure there she focused on individual high net worth clients, their closely held businesses, and their trusts and foundations.

She joined Mowat Mackie & Anderson LLP in 2010, where she continues to work with individual high net worth clients and focus on their tax needs. She also specializes in trust and estate taxation and planning.

Qualifications
  • BS Business Administration- Accounting Option, California State East Bay
  • MS Taxation, California State East Bay

Professional Affiliations
  • CPA – California License

Personal Interests
Yoga, running, biking, travel, cooking and reading

Suzanne Ferraro

Suzanne Ferraro - Mowat Mackie & Anderson Accounting Oakland

Suzanne began her career with Chevron in oil and gas accounting. She was responsible for partnership accounting at a real estate management company, was a staff accountant at a CPA firm, and was controller for a retail store and catalog business. She has been Tax Manager at the firm since 2009.

Suzanne has nearly 30 years of experience in accounting and taxation. She specializes in taxation for business entities and self-employed individuals, including partnerships, corporations, S corporations and sole proprietors. She has extensive experience in valuation of small businesses for succession planning, estate planning and buy-sell arrangements. Suzanne has worked in a range of industries, including oil and gas, software and real estate.

Specialties

  • Specialize in taxation for business entities and self-employed individuals. Including partnerships, corporations, s-corporations, sole proprietors.
  • Experience in valuation of small businesses for succession planning, estate planning and buy-sell arrangements
  • Experience in industries including, oil & gas, software, real estate

Experience

  • Chevron (Oil & gas accounting) 1985-1987
  • Real estate management company (partnership accounting) 1987-1991
  • Blanding Boyer & Rockwell CPAs (staff accountant) 1992-1995
  • Arthur Beren Shoes (Controller for retail store and catalog business)1995-1997
  • Blanding Boyer & Rockwell CPAs (Tax Manager-Partner) 1997-2008
  • Mowat, Mackie & Anderson (Tax Manager) 2009-current

Qualifications
  • 1985 – Bachelor of Science, Business Administration- Finance from California State University, Chico
  • 1997- MBA-Accounting, California State University, Hayward
  • 1994- California CPA license

Professional Affiliations
  • AICPA

Personal Interests
Trail running, family

Carolyn James

Carolyn James - Mowat Mackie & Anderson Accounting Oakland

Carolyn has ten years of experience in public accounting, providing both audit and tax services to privately held businesses, individuals, and nonprofit organizations. She began her accounting career at Lautze & Lautze CPAs, and joined Mowat Mackie Anderson in 2016.

Previously, she served as Executive Director of a nonprofit social services organization assisting low-income families with food, housing, and job placement.

Qualifications
  • BA, Biology, University of Chicago
  • Certificate of Advanced Accounting Proficiency, Santa Clara University
  • MS Community Development, University of California, Davis

Professional Affiliations
  • Member, California CPA Society

Personal Interests
Scuba Diving, Sailing, Hiking, Travel

Jessica Lai

Jessica Lai - Mowat Mackie & Anderson Accounting Oakland

Jessica joined Mowat Mackie & Anderson LLP in 2016. Previously, she worked at a boutique tax firm in San Francisco for eight years, focusing on ultra-high net worth family groups and their related entities. As such, she has a wide range of experience with individual, family limited partnership, trust, private foundation, and closely-held corporate tax work.

Well-educated in math and science, Jessica is adept at the technical aspects of tax compliance and planning. However, she most enjoys the relationships that she develops with clients, their advisors, and the staff she helps develop and mentor.

Qualifications
  • BS/Materials Science and Engineering- Massachusetts Institute of Technology
  • Certificate in Accounting- Diablo Valley College
  • CPA- California License

Professional Affiliations
  • Member – AICPA

Personal Interests
Tournament Bridge, Animal Rescue Groups, Cooking and Baking

Rumi Matsuura

Rumi Matsuura - Mowat Mackie & Anderson Accounting Oakland

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.

Specialties

  • 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.

Qualifications
  • BS in Accounting – Golden Gate University (With Highest Honors in 2004)
  • Graduate Certificate in Taxation – Golden Gate University
  • California CPA License 2008

Professional Affiliations
  • Member – American Institution of Certified Public Accountants (AICPA)

Personal Interests
Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family.

Max Medina

Max Medina - Mowat Mackie & Anderson Accounting Oakland

Max began his public accounting career with RINA Accountancy, and has nine years of experience in public accounting, with an emphasis in audit. He has worked with both non-public entities and not-for-profit organizations.

Previously, he spent five years in radio broadcast sales with Susquehanna Radio Corp and Clear Channel Communications.

Qualifications
  • BA, Political Science, University of California, Berkeley
  • Certificate in Accounting – UC Berkeley, Extension (awarded with distinction)

Professional Affiliations
  • Member – California Society of CPAs (CalCPA)

Personal Interests
Avid Cal Golden Bears fan, travel, golf, attending live music events.

Nancy Ng

Nancy Ng - Mowat Mackie & Anderson Accounting Oakland

Nancy has eight years of experience in public accounting. She began her career at Frank, Rimerman + Co. LLP in Palo Alto. In 2013, she joined Mowat, Mackie & Anderson LLP.

Nancy focuses on individuals, trusts and estates.

Qualifications
  • BA/Business Management Economics – University of California, Santa Cruz
  • MS/Taxation – Golden Gate University

Professional Affiliations
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of CPAs (CalCPA)
  • Treasurer – East Bay Estate Planning Council
  • CPA – California License

Meet our Partners

Thomas O. Hatfield - Partner | Mowat Mackie & Anderson

Thomas O. Hatfield
Partner
Tom has spent his entire career in public accounting, serving businesses, nonprofit organizations and individuals.
Lorna Padia Markus - Partner | Mowat Mackie & Anderson

Lorna Padia Markus
Partner
Lorna has 20+ years of experience working with closely-held businesses, non-profits, pension plans and individuals.
Susan S. Jordan - Partner | Mowat Mackie & Anderson

Susan S. Jordan
Partner
Susan specializes in the full realm of income tax compliance and planning services for individuals, trusts and estates.
Robert B. Rognon - Partner | Mowat Mackie & Anderson Partner

Robert B. Rognon
Partner
Bob began his career with Deloitte in their middle-market division in 1987, joining Mowat Mackie & Anderson in 1991.
Karen E. Wilson - Partner | Mowat Mackie & Anderson

Karen E. Wilson
Partner
Karen began her accounting career in 1998 with Pricewaterhouse Coopers in their International Assignment Solutions group.