Our Team
CPA, MBA
Darcy Loughran
CPA
Matthew Carach
CPA, MoA
Saminder Kaur
Darcy is the managing partner of the firm and has over 35 years of experience in providing tax consulting and compliance services for high net worth individuals and their families. Darcy provides expert guidance on complex individual tax issues, gift and estate planning, Private Foundation compliance and planning, entity accounting and tax services, and representation before federal and state tax authorities. Darcy functions as part of the cohesive team of financial professionals for her clients, and assists with retirement planning, taxation of investment products, wealth transfer strategies, charitable giving planning, executive compensation, stock option planning and residency issues. Darcy has been working with many of the same families and their financial advisors for two or three decades.
Prior to founding the firm, Darcy began her career at Price Waterhouse and went on to spend a few years in the Trust Department at Chase Bank in NY. Darcy spent 7 years in the Tax Department at Morgan Stanley holding the position of Senior Tax Manager. Darcy holds a CPA license and is a member of the American Institute of Certified Public Accountants, the NYS Society of CPAs and the Washington State Society of CPAs. Darcy has an Economics degree from SUNY Stony Brook and a Master of Professional Accounting from Fordham University.
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Matt is a manager in the firm’s Private Client Services practice and provides tax preparation and advisory services for current and former senior executives of investment banks, Venture and Hedge fund managers, and high net worth individuals, their families, and related entities. He has over 10 years of public accounting experience in the areas of individual, fiduciary, partnership, and gift taxation. Matt is the firm’s research specialist and regularly provides guidance on complex individual, trust, and entity taxation issues.
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Prior to joining the firm, Matt worked for 8 years with EY (Ernst & Young LLP) in Cleveland, Ohio. He holds an active CPA license in Washington. Matt graduated from Miami University with a Bachelor of Science degree in Accountancy.
Saminder is a tax manager in the firm’s Private Client Services practice and her experience is focused on high net worth individuals, trusts, Private Foundations, Family Partnerships and gift tax returns. She has almost a decade of experience working with Venture and Hedge Fund managers, senior bank executives and high net worth families providing expert tax planning and compliance services. She is an integral leader in the firms accounting practice and provides comprehensive accounting services to Foundations and entities.
Saminder began her career in public accounting as a tax professional in 2013 and joined the firm in 2014. She received her B.A. in Business Administration with a focus in Accounting from Michael G. Foster School of Business at the University of Washington in 2013 and a Master of Accounting from the Milgard School of Business at the University of Washington in 2014.
Accountant
Phuong Nguyen
Senior Tax Preparer
Claire Miller
Phuong is a staff accountant and tax preparer at the firm. She prepares tax returns for a wide variety of clients including individuals, trusts, partnerships, small corporations, and private foundations.
Prior to joining the firm, Phuong served as a Vice Manager at Sacombank in Vietnam for 8 years, where she provided financial consulting services for high-net-worth individual clients. Phuong received her B.A. degree in Financing and Banking from the University of Economics in Vietnam and her B.S. degree in Accounting from Central Washington University.
Claire is a senior tax preparer who provides tax preparation services for individuals, trusts, partnerships, small corporations and private foundations. Claire also assists our clients with their household staff payroll.
Claire graduated from the University of St. Thomas in Minnesota with an Economics Degree.
