About Us
Our Mission
Holistic Solutions for Business and Tax Success
At Realm Business & Tax Advisory, we want to help individuals and business owners navigate the complex US Tax Code and make sound financial decisions. Our goal is to empower people by educating them about strategies used by individuals and businesses that can reduce what they owe the IRS, save more for the future in retirement and stay abreast of changes in the tax code both today and in the future.
We also want to change the typical Accountant/Client relationship, where you speak to someone once per year, they prepare your tax return, bill you and never talk to you again until the following tax season. Usually, it is too late to do anything to plan for whatever occurred during the previous tax year.
Our Values
Team First
Fostering a healthy, collaborative and supportive work environment to promote teamwork and productivity while avoiding burnout.
Client Focused
Quick responses, integrity/accountability and transparency in all client financial matters.
Constantly Learning
Continuously investing in knowledge and skills to provide up to date, actionable advice and guidance.
Embracing Innovation
Staying abreast of modern technologies and solutions to stay at the forefront of the accounting and tax industry.
Commitment to Excellence
Consistently delivering accurate, timely, and reliable business and tax services.
Community Engagement
Contributing positively to our local community and demonstrating corporate social responsibility.
Changing the Game
With a commitment to our employees, clients and the community, Realm Business & Tax Advisory aims to be a trusted partner that not only demystifies tax code complexities but also actively contributes to the financial success of our clients.
Through our efforts, we strive to create a more inclusive and thriving business landscape for all.
Meet our Team
Roger DaSilva
Owner
Roger has over 15 years of experience scaling and growing businesses from early-stage startups to public Fortune 500 firms in investment management, sales, and operations leadership.
He has started two businesses in the financial services sector: an Investment Management firm catering to High Net Worth Individuals, Family Offices, and Institutional clients as well as an Outsourced CFO firm for Startups and Small Businesses.
He lives in Hermosa Beach after moving from New York City with his wife Jen and 2 boys. He is getting better at surfing slowly but surely.
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Sonia Tramel
Sonia Tramel received her Bachelor of Science degree in accounting from California State University, Long Beach, in 2006. She has held her Enrolled Agent certification since 2010.
Sonia has been a key member of the Realm team since 2007 (formerly Wayland and Vukadinovich). Prior to this she was an accountant for many businesses including engineering and book publishing firms.
Sonia is a QuickBooks ProAdvisor and has helped many small business clients improve their financial records resulting in improved processing of their tax accounting.
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Andrea Romo
Andrea Romo is a senior tax accountant with over 15 years of experience working with some of the most successful small firms in the South Bay. Andrea delivers top notch service and takes pride in her customer relationships. She excels at educating other employees on using technology including accounting software, communication procedures and organizational apps.
Andrea is a powerful force in the workplace and uses her positive attitude and tireless energy to encourage others. Andrea is inspired daily by her husband who is a third-grade teacher in South Los Angeles. In her free time, Andrea likes to walk her dog and watch reality television.
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Shelly Milam
Shelly is a CPA with 29 years of tax and accounting experience at Wayland & Vukadinovich. She worked on financial statement auditing but enjoyed preparing all types of individual, business and information tax returns.
She taught and supervised entry level accountants, mentored mid-level accountants, and worked alongside senior accountants and partners. For the last 3 years, she worked as a sole-proprietor, preparing tax returns for a smaller group of clients in order to focus on taking care of her family and their needs. She is originally from Colorado, loves going to the beach and entertaining friends and family.
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Mary Wise
Mary is an experienced CPA and started at a small firm in Dallas while working towards her Masters in Taxation at the same time. Once she finished her degree and CPA exams she started at KPMG in Global Mobility for the Boston office. She then moved to Asset Management in Dallas working on REITs.
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Gina Hoogland
Gina Hoogland is the office manager and all-knowing IT and Procedure Goddess that was willed to Realm Business and Tax Advisory from Wayland and Vukadinovich after 27 years. Before her tenure she worked at a West Los Angeles labor law firm.
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Prinkle Jain
Prinkle is an accomplished Chartered Accountant and CPA. She has been associated with Indian multinational IT company and Deloitte for over 4 years.
Her engagements span a spectrum of disciplines, from financial reporting and audits to taxation intricacies, accounting analytics, SOX & IFC.
She is currently assisting US individuals and businesses with Income tax preparation, business tax planning, resolving IRS issues, and offering other customized tax strategies.
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Don Mercilus
Don Mercilus, originally from Akron, OH relocated to Houston, TX in 2012. He Attended University of Houston - Downtown, Marylin Davies School of Business, graduating with his BBA in Accounting. He has worked at small to midsize CPA firms with a focus in Business and Individual Taxation. Don has 7 years of experience in tax preparation and client relations. He is currently sitting for his CPA license.
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Jessica Cruz
Tax Staff
Jessica started at the front desk for Wayland and Vukadinovich and is now part of the tax staff for Realm. She has associates degrees in Business Administration and Humanities and is at CSU Dominguez Hills for a bachelor's degree in Business Administration and a minor in Public Policy. Previous to Realm, she has experience working in a chain tax office. She enjoys interacting with clients and assisting them with administrative questions.
In her free time, she enjoys watching movies, collecting vinyl and has two cats.
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Debbie Reasor
Bookkeeping and Payroll Wizard
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Vienna Vaca
Tax Staff
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Mei Costigan
Accounts Receivable
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Marcel Sanchez
Front Desk