Meet The Team

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Anthony Surace

Managing Member

Education
University of California Los Angeles (UCLA)

 

Sherry Ying Zhao CPA

Sherry Ying Zhao

CPA

Education
State University of Albany, Bachelor of Science in Accounting

David Glass, CPA

David Glass

CPA

Education
Central Connecticut University, Bachelor of Science in Accounting

Highlights

Anthony has been helping customers with tax problems since 2007.  Anthony comes from a career in financial services and has worked on Wall Street and for Fortune 500 companies. He has a series 3, 6, 7, 24, and 63 and maintains banking and health insurance licenses.

Highlights

Sherry is a CPA with over 14 years of  tax and bookkeeping experience. Sherry is largely in charge of business tax return preparation at Clean Slate Tax. She is an expert with both Federal and State tax returns for individuals, corporations, estates, partnerships and not-for-profit organizations. She also very experienced with serving high net-worth clients.

Highlights

David is a CPA with over 30 years of  tax experience. Besides running his own accounting practice for 20 years, he is an expert in tax planning and tax return preparation that encompasses Corporations (S & C), partnerships, single-member LLC;s, Partnership LLC’s, individuals, trusts, sales and use tax as well as payroll taxes. 

lead-tax-attorney-sean-chi

Sean Chi

Lead Tax Attorney

Education

Trinity International Law School, Juris Doctorate
University of California (Irvine), Bachelor of Arts

Memberships

State Bar of California
American Bar Association
National Association of Consumer Bankruptcy Attorneys

Pamela Binns Tax Attorney

Pamela Binns

Tax Attorney

Education

Fordham University, Bronx, New York, Bachelor of Arts

American University Washington College of Law, Washington, DC, Juris Doctorate

Membership
State Bar of Illinois

Bianca Dano

Tax Attorney

Education
University of California, Berkeley, Bachelor of Arts

Golden Gate University School of Law, San Francisco, Juris Doctorate

Memberships
State Bar of California

Highlights

Sean is an experienced tax attorney with over eight years of experience helping people resolve their tax issues.

Working for some of the largest tax resolution companies in the country, Sean has helped thousands of taxpayers reduce their taxes with the IRS. Well versed in all fields of tax relief and preparation, Sean has helped people save millions in taxes.

Sean takes great pride working aggressively for his clients to reach the most satisfying resolution to their tax problems.

 

Highlights

Pamela has experience with helping clients solve their tax issues with the IRS.  While working for taxpayer assistance organizations she obtained equitable resolutions for all of her clients. She strives to provide each client with the best resolution possible.  Pamela understands how frustrating the IRS’ procedures can be and is here to help her clients navigate through the process.

Highlights

Bianca has experience helping clients resolve tax liabilities with the IRS.  She has also worked with immigrant clients who were improperly classified as independent contractors by employers who sought to avoid tax liabilities.   She understands that dealing with tax issues can be a stressful and difficult time.  Bianca endeavors to help individuals find an agreeable resolution to their problems.