Tax Department

The Bahnsen Group is very excited to announce the ongoing fortification of our entirely in-house Tax Services Department, dedicated to serving only the clients of The Bahnsen Group, with deeply integrated tax planning, consultative service, and tax preparation.  Our vision for holistic financial services goes beyond rhetoric and is evidenced when our investment professionals, private wealth advisors, and tax consultants all walk the same hallways, sit in the same client meetings, and serve the same clients.  This investment by our firm is a substantial move towards a better client experience, from significantly reduced client expense to a vastly improved tax planning and preparation process.

Menka Singh joined us last year as a Senior Tax Consultant, having worked as a Tax Manager in several accountancy firms, wealth management firms, and family offices.  She received her Masters in Business Taxation from Golden Gate University, is a Certified Public Accountant, and is a Member of the California Society of CPAs and AICPA.  Her twenty years of tax advisory experience and careful diligence in working with clients have already made her a true leader in our tax services offering.

Jay Kim also joins us as a Senior Tax Consultant, having served as a Tax Attorney for the last six years.  Prior to that, Jay was a Senior Tax Professional with Deloitte & Touche for four years and a Senior Associate at KMPG for four years before that.  He is also a Certified Public Accountant in the state of California and received his Master of Taxation at Depaul University in Chicago before obtaining his law degree at Loyola Law School in Los Angeles.

Cassandra Moreno joins us as our Tax Administrator and will handle the operational and organizational load including document curation, return processing, payment coordination, and digital filing.  An Accounting major herself, Cassandra graduated from California State University, Fresno, and will provide top-shelf administrative support necessary to drive departmental execution.

Our Tax Services function as part of our Solutions Department under the capable hands of a senior leader, Joseph Klein, who also directs our Family Office offering.