Roger, a founding partner of our firm, specializes in tax planning and tax compliance for high net worth individuals and family-owned businesses. Serves private companies in the retail and wholesale, manufacturing and distribution, professional services, financial services, farming, real estate, and restaurant and food services industries. Previously a tax manager at Price Waterhouse & Co. Attended UC Berkeley and received a B.A. in Business Administration from California State University at San Francisco.
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JAMES ULLAKKO
jullakko@oumcpa.com
Tax Partner
Jim is the managing partner of OUM, and also a founding partner. Provides tax planning, tax compliance, and financial planning services to high net worth individuals, and to private companies in the fields of retail and wholesale, professional services, real estate, insurance, and financial services. Previously a tax manager at Price Waterhouse & Co. Received a B.S. in Accounting and Business Statistics from the University of Oregon at Eugene, and a Master of Science in Taxation from Golden Gate University.
Return to topJohn provides tax planning, tax compliance, and advisory services to high net worth individuals, and to private companies in the fields of financial services, insurance, real estate, retail and wholesale, technology, manufacturing and distribution, and professional services. Previously a tax manager at Price Waterhouse & Co. Received a B.S. in Business Administration from California State University at Hayward, and an M.B.A. from UC Berkeley.
Return to topPaul serves public and private companies in the life sciences, technology, and insurance industries. Previously a senior audit manager at Price Waterhouse & Co. in San Francisco. Received a B.S. cum laude in Accounting and Finance and an M.S. in Accounting from the University of Southern California.
Return to topChris serves public and private companies in the technology, private equity and investment fund, real estate, winery, life sciences, clean technology, and manufacturing and distribution industries, and he also serves government and not-for-profit organizations. Previously an audit supervisor at a national accounting firm. Received a B.S. in Accounting from California State University, Sacramento.
Return to topSteve manages the Carlsbad office, focusing primarily on tax planning, business consulting, and tax compliance services. Serves a diverse group of clients in real estate, professional services, restaurants and food services, wineries, and art dealers. Individual clients include attorneys, investment advisers, physicians, other professionals, and high net worth individuals, along with their families and related tax planning vehicles. Received a B.S. in Economics from U.C. Berkeley and an M.S. in Taxation from Golden Gate University.
Return to topBrad provides tax and business advisory services to public companies and to private companies and their owners in a variety of industries, including life sciences, technology, consumer products, financial services and real estate. Assists clients in domestic and international expansions, mergers and acquisitions, and financing alternatives. Also assists companies with the rules of SFAS 109, Accounting for Income Taxes. Formerly a tax partner with Ernst & Young LLP. Received a B.S. in Business Administration from San Diego State University, and an M.B.A. with an emphasis in Tax from Golden Gate University.
Return to topScott serves public and private companies in the life sciences, technology, clean technology, real estate, and manufacturing and distribution industries, and he also serves government and not-for-profit organizations. Received a B.S. in Business Administration from U.C. Berkeley.
Return to topGani serves public and private companies in the life sciences, technology, clean technology, manufacturing and distribution, retail and wholesale, and consumer products industries. Previously an audit manager at Ernst & Young LLP in San Francisco and Manila, Philippines. Received a B.S. in Accounting cum laude from the University of the East, and an M.B.A. at the Asian Institute of Management.
Return to topDan provides tax planning, tax compliance, and advisory services to a diverse group of clients in technology, life sciences, manufacturing and distribution, retail and wholesale, professional services, real estate, and publishing. Received a B.S. in Accounting from Illinois State University and an M.S. in Taxation from Golden Gate University.
Return to topJennifer provides tax planning, consultation and related compliance to high net worth individuals and to a variety of private and public companies. Prior to joining the Firm, she was a formerly a tax manager with Ernst & Young, LLP. She received a B.S. cum laude in Business Administration from the University of San Francisco and a M.S. in Taxation from Golden Gate University.
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