Our Team

Harris Willner, EA

Company Founder & Chief Executive Officer

Harris is the company founder and sole principal. He is a contributing author and editor of the Internal Revenue Service annual Enrolled Agent Exam, and has been interviewed for estate tax columns in the Wall Street Journal. Harris holds a B.S. degree in International Finance from Sacramento State University and an MBA in Financial Planning from Golden Gate University.

Thao Ha, EA

Enrolled Agent & Senior Tax Preparer

As an enrolled agent, Thao represents clients before the internal revenue service dealing with a broad spectrum of taxation issues. In addition, she prepares corporate, estate, and income tax returns, correspondence audits, and offers in compromise as well as general tax planning and research. Thao has a combined 15 years of experience in the accounting field, has been with the firm for 12 years, and holds a B.S. degree in Accounting from Northeastern University in Illinois.

Harrison Willner, CMT

Harrison has been with the firm for 11 years assisting in tax and financial planning matters after earning a Bachelor of Science degree in Economics, concentrating in finance, along with a minor in mathematics from California Polytechnic State University in San Luis Obispo.  Most recently, he achieved the Chartered Market Technician (C.M.T.) credential in March of 2022.

Tax Associate

Peter Ta

Tax Associate

Peter has been with the firm for 3 years assisting in tax and financial planning matters after earning a Bachelor of Science degree in Business Administration from San Jose State University.