Principals
CHRIS L. NERI, EA, CPA Director - Chairman of the Board
Past president (2011-2013) of PICPA-USA, San Francisco -Bay Area CPA Association. Tax and Accounting Consultant. Managing Partner of Global Accounting-Tax and Real Estate Services, LLC. Mr. Neri specializes in setting up accounting systems and software implementations specifically using Timberline, Mas 90-2000, Navision soft wares. Mr. Neri currently hold the position of Managing Partner of Datamatrix Tax & Accounting International. He held the position of Property Tax Manager at Starwood Waypoint Residential Trust (NYSE: SWAY)from 2012 to 2017. Most notable positions held by Mr. Neri in the past were: Interim Financial Controller at Wrist Group AG-US from 2010 to 2011. Special task force -Senior Accountant at Alameda County - accounting for stimulus funding provided by Federal & State in 2009 to 2010. Accounting Supervisor-Head of Development Division of Prometheus Real Estate Group from US 2005-2009. Controller/Chief Financial Officer of Pacific Engineering & Builders-US from 2002-2004. Job Cost Manager at Monterey Mechanical Company-US from 1995-2002. Corporate Loan Syndication officer -International Lending Division of ABN-Amro Bank -Amsterdam from 1981-1990. Senior Bank Examiner Central Bank of Philippines from 1975 to 1981. As entrepreneur he owned a Pawnshop in Makati, Philippines from 1983 to 1989. One hour Photo Processing Shop at Top of the Hill, Daly City 1991-1995. Golden 7 Stop & Shop-Grocery/Liquor store at Westborough, Daly City from 1995 to 2004. He has been practicing tax preparation in San Francisco-Bay Area since 1991.
Mr. Neri holds an EA license from US IRS and has a CPA license with US credential accreditation. He also holds a Realtor License from US DRE-California. He obtained his BA degree-accounting from Xavier University and PSBA, Philippines, graduating cum laude. He placed number 18th in 1973 Philippines CPA Exam He has 18 units of MBA and currently working on his Master of Taxation course at Golden Gate University.
Additional Organizations
Knights of Columbus
California Society of IRS Enrolled Agent
National Association of IRS Enrolled Agent
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Arnold Bermudez, EA, CPA Director - President
Arnold Bermudez started his career as an auditor and became a professional banker working with Bank of America for for almost 19 years. Occupied various positions with Bank of America holding positions as an Auditor, Accounting manager Credit administrator, VP Operations Manager,VP Area Lending Manager, Head Branch administration and Division Head Credit,Collection Legal ,Recovery and Acquired assets. Sits in the management committee of Bank of America. Has work experience as a Senior accountant with one of the biggest Real Estate companies in the United states both in Commercial and Residential real estate properties. Passed government sponsored examination as a Certified Public accountant, IRS Enrolled Agent and Real estate Sales Agent.