An accounting firm is only as good as its people, and our professionals are the best you’ll find anywhere. All of our CPAs are highly trained and fully credentialed, with decades of combined experience in public accounting and private industry, and ongoing training in specialty areas and new tax law changes.

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Jeff Spiegel

Principal

(925) 977-4000

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Jeff Spiegel’s distinguished career as a Certified Public Accountant has included positions with Peat Marwick and Deloitte & Touche, two of the largest accounting firms in the world. He went on to establish his own firm in 1990 to better meet the needs of his clients.

Jeff’s experience covers the full range of tax, accounting, audit, and consulting services. His professional style is to maintain a high-level of visibility and interaction with his clients throughout the year to stay abreast of developments within their companies that affect their financial picture.

Throughout his career, Jeff has specialized in providing services for individuals and small businesses in a wide variety of industries including financial services, real estate, investment partnerships, professional service firms and e-commerce. Jeff has published articles on various tax topics and business practices and is a frequent speaker on various tax, accounting, and business topics.

He is actively involved in professional organizations related to specific industries such as the Mortgage Bankers Association, California Mortgage Bankers Association, and the California Mortgage Association.

Jeff is a member of the American Institute of CPAs and the California Society of CPAs. He received his BS degree from the University of Arizona and is a Certified Public Accountant in the states of California, Colorado, Connecticut, Oregon, Nevada, Texas, Washington, and Washington DC. In his spare time, Jeff likes to travel and exercise. He loves sporting events and is an avid Golden State Warrior fan – you’ll find him at almost every game. He also likes to hike and spend time with his colleagues and friends.

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Henry Chavez

Senior Audit Manager

(925) 977-4000

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Henry Chavez works with growing organizations, serving as a strategic resource for their growth and success. In a public accounting career spanning over  two decades, Henry has provided assurance and business consulting services to privately held businesses in the financial services, manufacturing and distribution, technology, and non-profit sectors.

Before joining Spiegel Accountancy Corp., Henry spent 15 years at PricewaterhouseCoopers (PwC), where he provided assurance services as a senior manager, with international clients in banking and manufacturing and distribution. His PwC experience included several years in South America working with various European and North American multi-national firms.

Henry graduated with a B.A. from the University of California, Santa Cruz, and an MBA from the University of California, Irvine. He is a licensed California CPA and a member of the American Institute of CPAs and the California Society of CPAs. Henry also serves on committees for the California Mortgage Bankers Association, has served as a speaker for the California Mortgage Bankers Association, and provides training courses on financial accounting and reporting issues to the mortgage industry. Henry’s hobbies include cooking, reading, exercising and spending time with his family – his mother, grandmother, two sons and daughter.

Jing Chen

Audit Manager

(925) 977-4000

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Jing Chen is an audit manager at Spiegel Accountancy Corp. and has over 10years of public accounting experience. She has worked extensively in planning and managing financial statement audits in the mortgage banking, private lending, construction and non-profit industries. She also has a specialization in audits of HUD assisted projects.

Prior to joining the firm, Jing was an audit and tax manager at Novogradic and Company LLP, a national CPA firm, providing audit, tax, financial modeling and consulting services to her clients. She also specialized in the housing tax credit programs and real estate industry.

Jing received her bachelor’s degree in English Language and Literature and  her master’s degree in Economics from Sichuan University in China. After winning several academic awards, including scholarships from the California Society of Certified Public Accountants and the American Woman’s Society of Certified Public Accountants, she received her second master’s degree in Business with a concentration in Accounting from San Francisco State University. Jing is a licensed in CPA in California. When not working, she enjoys watching movies, spending time with her son and traveling with her sister. She also enjoys walking, hiking and biking.

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Kadidia Traore

Audit Manager

(925) 977-4000

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Kadidia has over 10 years of experience providing auditing and accounting services to companies in broad range of industries including the real estate, manufacturing and technology sectors. Her experience includes over 7 years at Ernst and Young and 2 years at a local public accounting firm.

As an audit manager with Ernst and Young, she was responsible for managing multiple engagements ranging from developmental stage companies to mid-sized private companies and large SEC registrants.

Kadidia is currently responsible for managing multiple corporate audit engagements for Spiegel Accountancy Corp. She holds a B.S. in Business Administration from the University of California, Berkeley and a M.S. in Accounting from the University of Virginia. In her free time, Kadidia likes to garden, travel and spend time with her family. She’s also a foodie who loves trying new restaurants.

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Sherry Carson

Audit Manager

(925) 977-4000

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With over twenty years as a CPA, Sherry brings a wide variety of experience to Spiegel Accountancy Corp.  After beginning her audit career with PricewaterhouseCoopers (PWC), she spent 4  years as Assistant Manager of External Reporting for a publicly-traded energy company. Sherry returned to public accounting after taking time off to raise three children and worked with small-to-medium-sized businesses and nonprofit organizations for 15 years, providing a full range of accounting services. As Audit Manager at Spiegel Accountancy Corp., her priority is understanding her clients’ needs and working collaboratively to assist them  in meeting their goals.

Sherry is a licensed California CPA and a member of the American Institute of CPAs and the California Society of CPAs. She earned a B.S in Business Administration with a concentration in Accounting from California State University, Chico. In her free time, Sherry enjoys needle work, reading with her book group and spending time with her grown children and grandchildren.

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Beeta Lecha

Senior Tax Manager

(925) 977-4000

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As a Senior Tax Manager at Spiegel Accountancy Corp., Beeta Lecha reviews tax returns and provides strategic and tax savings guidance to our business clients. Our clients benefit from Beeta’s 13 years of public accounting experience and an unwavering commitment to excellence.

Before joining the firm, Beeta worked for Armanino, LLP, where she specialized in private lenders and catered to small-to-mid-sized businesses. She worked as an accountant in private business for 4 years before transitioning to public accounting is a testament to her dexterity and comprehensive skill set.

Beeta earned her B.S. degree in Business Management Economics from the University of California, Santa Cruz. She is a licensed California CPA and a member of the American Institute of CPAs and the California Society of CPAs. Beeta loves spending time with her daughters shopping and watching anime. She also enjoys yoga, Pilates, hiking and traveling. Beeta is also very active with the East Bay Business Network International (BNI) group and enjoys business development.

Peter-Lloyd

Peter Lloyd

Tax Manager

(925) 977-4000

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In his role as Tax Manager with Spiegel Accountancy Corp., Peter Lloyd specializes in Corporations, S Corps, Partnerships and the financial services sector. He began his career working as an intern for Grant Thornton is Texas, and April of 2008 he accepted a full-time position with the firm, relocating to Phoenix, AZ. In early 2011, Peter accepted a position with McGladrey LLP and later moved to its San Francisco office. Peter joined Spiegel Accountancy Corp. in the spring of 2016 and is a licensed Arizona CPA.

Peter graduated from Southern Methodist University with a B.A. Degree in Business Administration Accounting. In his spare time, he enjoys hanging out and traveling with his friends, hiking, and backpacking. He also loves spending time with his recue dog, Rigatoni. Peter is also an avid fisherman who frequents Bodega Bay, Santa Cruz and nearby lakes.

George-Lehman

George Lehman

Senior Tax Manager

(925) 977-4000

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George Lehman is a highly-skilled tax professional with nearly 20 years of experience providing tax compliance, planning and accounting services to closely-held small to mid-size businesses, and ultra-high net worth individuals.

Prior to joining Spiegel Accountancy Corp., George’s career includes over 13 years of public accounting experience in Chicago with top ten national firms and 5 years of ultra-high net worth experience. He also has extensive experience with individual commodity and security traders and closely-held trading companies.

George earned his undergraduate degrees in Accounting and Finance and his Master of Science degree in Taxation from DePaul University in Chicago.  He is a licensed Illinois CPA and member of the American Institute of Certified Public Accountants and Illinois Certified Public Accountant Society. George also actively served as Chairman of the Individual Taxation IRS Legislative Subcommittee of the Illinois Certified Public Accountant Society from 2007 until 2017. He enjoys spending time with his family and flying as a licensed pilot.

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Janis Roe

Office Manager

(925) 977-4000

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Janis Roe is the office manager for Spiegel Accountancy Corp. and is responsible for all day-to-day operations. Her primary responsibilities within the company cover financial management, HR management, strategic planning and communication with firm management. She provides the administrative leadership for the office, including the administration team.

Prior to joining the firm, she worked as an executive administrative assistant at ABM Industries and was the office manager for Restoration Management Company.

Janis has her B.A. in Child Development with an emphasis in Psychology from San Jose State University. She is a loyal crossfitter – regularly working out and is starting to compete . She loves spending time outdoors hiking, skiing, road biking and spending time with her family and friends traveling.