Our team
Meet the Mehdiani Financial Management team.
Our remote-first professionals bring tax, accounting, bookkeeping, operations, and client-success responsibilities together to serve businesses, individuals, and families nationwide.
One coordinated team
Clear responsibilities. Connected service.
Every engagement is supported by the mix of professionals it requires. Each title below reflects a primary area of responsibility; the work stays connected across roles.
Herber Palacios
Tax Director & COO
Candice Silva
Senior Tax Manager
Allison Miller
Operations Manager
Emilse Palacios
Office Manager
Sage Kieldrup
Client Success Coordinator
Carmela Siroy
Tax Administrator
Margaret Rivero
Senior Accountant & Bookkeeper
Carter Doherty
Senior Tax Advisor
Zyra Joseph
Senior Tax Advisor
Patrick Unico
Senior Tax AdvisorChristian Alvarez
Senior Tax AdvisorWorking with our team
What coordinated service looks like.
You do not need to determine the exact person or technical service before reaching out. Start with your situation, and our team will identify the appropriate next step.
Who will I work with?
We route each request based on the service, complexity, and stage of the work, then identify the appropriate point of contact.
How is the work coordinated?
Tax, accounting, bookkeeping, operations, and client-success responsibilities stay connected through clear ownership and internal handoffs.
Where does the team work?
We are a remote-first firm serving clients virtually across all 50 states, with Beverly Hills headquarters and an Encino location.
Tell us what you need help with.
Our team will review your request and route it to the professional whose role best matches the work.