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.
Zoe Chu
Marisa O’Neill
Sue Jacobson
Jordan Bailey
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.
Qualifications
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BA/Business Economics with an Accounting emphasis – University of California Santa Barbara
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MS/Taxation – Golden Gate University
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California CPA License
Professional Affiliations
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Member – American Institute of Certified Public Accountants
Personal Interests
Sports, music, chess and enjoying time with family
Loi La
Loi’s current work experience focuses on closely held businesses, with an emphasis on investments and real estate. He works closely with clients on general accounting assistance and tax compliance.
Loi began his career with a small accounting firm in San Francisco providing accounting and tax services to high net worth individuals. He joined Mowat Mackie & Anderson LLP in 2013.
Qualifications
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BS/Managerial Economics – University of California, Davis
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MS/Taxation – Golden Gate University
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California CPA License
Professional Affiliations
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Member – American Institute of Certified Public Accountants
Personal Interests
Cooking, exercise, investments, travel and video games
Wasan Maksaereekul
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.
Qualifications
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BS/Accounting and Finance – California State University, Bakersfield
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CPA – California License
Professional Affiliations
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Member – AICPA
Personal Interests
Golf, music, reading, and spending time with family
Rumi Matsuura
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
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Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts.
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Works closely with trustees on estate planning, distribution planning and tax compliance.
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Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges.
Qualifications
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BS in Accounting – Golden Gate University (With Highest Honors in 2004)
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Graduate Certificate in Taxation – Golden Gate University
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California CPA License 2008
Professional Affiliations
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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.
Andrey Urakov
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.
Qualifications
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BS/Economics – Russian – American Christian University
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MBA/Accountancy California State University, Sacramento
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California CPA License
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Enrolled Agent designation
Professional Affiliations
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Member – American Institute of Certified Public Accountants
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Member – California Society of CPAs