About the Team
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.
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Carrie Clark
Tax Manager, Enrolled Agent
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Andrea Romo
Senior Tax Preparer, Enrolled Agent
Andrea Romo is a Senior Tax Accountant and Enrolled Agent with more than 15 years of experience helping individuals, families and business owners navigate the ever-changing tax landscape with confidence and peace of mind.
Andrea takes pride in creating a welcoming, responsive experience for clients while providing thoughtful guidance tailored to their unique financial situations. Her work includes individual, business, and pass-through entity taxation, with experience serving clients across a wide range of industries and income levels. In addition to working directly with clients, Andrea plays an important role in supporting firm operations and mentoring staff throughout the tax season.
Having been with Realm Tax since the beginning, she is proud to help build a modern firm that embraces technology to create a more efficient, responsive, and personalized client experience.
Outside of the office, Andrea enjoys following sports of all kinds (especially the Dodgers), and exploring everything the Los Angeles area has to offer.
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Luis Montes
Senior Staff Preparer
Luis Montes has been working as a tax accountant for the past three years, assisting both individuals and businesses with their finances and maximizing tax savings. He finds solutions and builds confidence in what can often be a daunting process. His experience at a small-to-midsized CPA firm has equipped him with a wide range of knowledge.
Luis earned his degree in Accounting and Information Systems from UNLV, providing him with a solid foundation for tackling complex tax challenges. His aim is to make tax season less stressful and to ensure you’re prepared for success year-round.
Outside of work, Luis enjoys weightlifting, running, and exploring new food spots, which helps him maintain a balance between hard work and personal fulfillment.
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Prinkle Jain
Staff Preparer
Prinkle is an accomplished Chartered Accountant and CPA. She has worked with a 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.
Her experience includes business tax preparation, tax planning, resolving IRS issues, and offering other customized tax strategies.
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Vienna Chavez
Senior Staff Preparer & Administrator
Vienna supports the tax team at Realm, assisting with data entry, document organization, and administrative processes. Before transitioning to Realm, she was part of Wayland and Vukadinovich, where she built a strong foundation in tax support.
With about three years of experience and a CTEC license, Vienna helps keep the tax preparation process smooth and efficient. In her free time, she enjoys watching movies and going to the beach!
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Marcel Sanchez
Senior Tax Operations & Administrator
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Ethan Burkeman
Front Desk Administrator
Join our team
We are always looking for new talent in the finance industry! Contact us today to learn about current openings and to hear about upcoming opportunities.
