With over twenty years of public accounting experience, Senior Tax Manager Carolyn Sillin has extensive experience assisting high-net-worth individuals, professional service firms, and closely-held businesses. She advises her clients on their accounting system setup, tax planning, and business valuations. She has conducted valuation services for various purposes, such as gifting, estate planning, buy/sell agreements, and ESOPs.

Carolyn received her master’s from Golden Gate University in taxation and finance. She is a licensed CPA in California. She is a member of the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants, and National Association of Certified Valuation Analysts (NACVA).

With over 15 years of experience, Tax Manager Jennifer Silvas specializes in tax planning and compliance for privately–held small and medium–size businesses as well as high net worth individuals.

Jennifer’s client base includes high–net–worth individuals, multi–generational family groups, and their businesses in various industries, including real estate. She works with these individuals and their families to bring optimal income, gift, and estate tax solutions while helping them achieve their wealth preservation, charitable, and other financial goals. Jennifer’s client base also includes non–profits, charitable remainder trusts, and assistance with estate administration.

Jennifer graduated from San Jose State University with a bachelor’s degree in accounting. She is a federally–licensed tax practitioner, Enrolled Agent. She has also been a volunteer with the Society of St. Vincent de Paul for over six years. Jennifer pioneered our firm’s 2019 inaugural year of participating in the IRS VITA (Volunteer Income Tax Assistance) program in which we provided free income tax return preparation to low–income families. Jennifer lives in San Jose and enjoys traveling, outdoor activities, and cooking with her family.