HKP - Key Persons
Job Titles:
- August 15, 2019
- Owner in the Tax Specialty Area at Hagen
Brandon is an Owner in the tax specialty area at Hagen, Kurth, Perman & Co., P.S. Prior to joining HKP in 2011, Brandon served eight years in the United States Army Reserve, to include a tour of duty in Iraq. His tenure at HKP has enabled him to develop several long-term client relationships where experience and industry familiarity consistently bring added value to the client.
Brandon specializes in working with closely held, family-owned and managed businesses and in assisting family wealth transitions. With expertise in commercial fishing and real estate, Brandon looks to help you make a difference.
Job Titles:
- Director
- Owner
- September 9, 2015
Bryce is an owner and Director of the firm's Assurance and Accounting Services division at Hagen, Kurth, Perman & Co., P.S. As a member of the Assurance and Accounting Services division he provides accounting consultation services and assistance with audit, reviews and compilations of financial statements. His client service goals include establishing lasting and trusting relationships, becoming an integral part of his client's team, and helping businesses achieve their goals.
His over twenty years of diverse audit and accounting background integrates public accounting and private industry as a Controller & CFO. Bryce's decision to join HKP at the owner level demonstrates a personal commitment to continuity and quality service.
Bryce's expertise is strategic business planning and overall financial functions for small to large-sized privately held firms. Bryce has industry experience in real estate, construction, maritime, commercial fishing, ERISA, manufacturing and distribution.
Job Titles:
- MPA
- MPA August 15, 2019
- Owner and Co - Director of Tax Services at Hagen
Carrie Jo is an owner and Co-Director of Tax Services at Hagen, Kurth, Perman & Co., P.S. She started her career as an intern and has been with the firm for over 20 years. She has expertise in business transitions, working with closely held businesses and their entrepreneurial owners towards strategic estate and gift planning. She is involved with tax return and consultation services for clients in a variety of industries and leads the HKP Succession Advisory team.
Carrie Jo is a graduate of the University of Washington, with a B.A. in Business Administration and a Masters of Professional Accounting. Upon graduation, she began her public accounting career with Hagen, Kurth, Perman & Co., P.S. in 1997 and earned her C.P.A. in 1998. She is also a 2020 graduate of the Emerging Leaders Academy Program through Upstream Academy.
Professional Affiliations
Member of the Estate Planning Council of Seattle
Member of the American Institute of Certified Public Accountants
Member of the Washington Society of Certified Public Accountants
Carrie Jo Umba provides comprehensive tax planning and compliance services to a diverse mix of clients, including their federal, state, and estate tax planning and compliance needs. She is seen as a valuable resource for clients in meeting their estate and gift planning goals.
Chris, an owner on our Tax team, loves a challenge. He brings a wealth of experience when assisting clients with their business needs, such as income tax audits, federal and multistate tax compliance, mergers and acquisitions, tax credits and incentives, accounting methods, entity choice analysis, and business transition planning.
After serving overseas in the U.S. Army as a tank mechanic, Chris began his public accounting career in Seattle at a Big Four firm. Prior to joining the HKP team in January 2021, Chris was as a senior manager at Moss Adams where he specialized in serving as a trusted advisor to small and mid-sized companies. While serving a diverse client base, Chris is known for bringing energy and a passion to serving as an income tax and business advisor to clients in the manufacturing, aerospace & defense, technologies, life science, and real estate industries.
In his spare time, Chris enjoys spending time with his family and friends. He enjoys hiking, camping, fishing and spending time at the family's beach cabin.
Chris specializes in assisting companies and their owners in a variety of industries and entity types. His responsibilities include managing tax compliance and planning, accounting for income tax, entity choice and accounting methods analysis. Chris focuses on providing measured and proactive tax solutions to clients' business needs.
Job Titles:
- August 15, 2019
- Manager at Hagen
- Member of the AICPA and Washington Society of Certified Public Accountants
Danny is a manager at Hagen, Kurth, Perman & Co., P.S. (HKP). He has expertise in a variety of industries and primarily oversees audits, reviews and compilations of financial statements. Since joining HKP, he has developed an expertise in fishing and related industries including helping management develop policies and create best practices. Danny values building long lasting client relationships and helping clients solve new challenges as their businesses develop and evolve over time.
Danny enjoys spending his free time with friends and family, playing basketball, and travelling anywhere with great food.
Danny primarily oversees assurance services to a diverse group of privately held entities with a focus in maritime and commercial fishing, manufacturing, construction, and benefit plan audits. He values helping clients solve new challenges as their businesses develop and evolve over time.
Job Titles:
- Founder
- Member of the Emeritus
- Perman & Co
Don is the Senior Tax Owner at Hagen, Kurth, Perman & Co., P.S. and was the lead owner of the firm for 16 years. He specializes in providing tax planning and advisory services to closely held businesses. He is skilled at understanding and responding to the complexities associated with his client's needs in a complete and pro-active manner.
Don has been with Hagen, Kurth, Perman for over 40 years. He has also worked at KPMG Peat Marwick and was an officer and manager of the trust tax department at Pacific National Bank.
In his spare time, Don is an avid water skier and snow skier. He enjoys family and friends and has been seen hiking on parts of the Pacific Crest Trail.
Education
Washington State University, B.A. in Accounting
Don is a tax expert and provides tax planning and advisory services to closely held businesses and their owners including individual, partnerships, corporate, fiduciary and foreign.
Job Titles:
- July 11, 2023
- Member of the Oregon State Society of Certified Public Accountants
Flora is a Supervisor in the tax specialty area at Hagen, Kurth, Perman & Co., P.S.
Job Titles:
- Owner
- MST
- MST September 9, 2015
Jim is an owner and the Director of Tax Services at Hagen, Kurth, Perman & Co., P.S. He brings a highly diverse experience base including audit, tax and general business compliance services. He specializes in serving closely held businesses and their entrepreneurial owners. His number one goal in serving clients is to be seen as a valuable resource, helping clients meet and exceed their business and family goals.
Jim has been with Hagen, Kurth, Perman for nearly 10 years. He started his career at Langabeer, McKernan, Burnett, & Co., P.S. in Everett, Washington.
In his spare time, Jim is an avid runner and hiker. He enjoys family and friends, especially spending time with them outdoors.
Education
Central Washington University, B.S. in Accounting and Business Administration
Golden Gate University, M.S. in Taxation
Jim provides tax services to a highly diverse mix of clients: including partnerships, individuals, and corporate business entities. He also consults on accounting issues, mergers and acquisitions, and business succession strategies.
Job Titles:
- February 14, 2024
- Member of the Washington State Society of Certified Public Accountants
Kara works in the tax department as a Tax Manager. Kara has experience in a variety of tax services dealing with closely held business, individuals, estates and trusts. She enjoys working closely with clients to help them achieve their goals, through tax and estate planning.
During her free time, Kara enjoys spending time with her husband and two kids. As a family they enjoy all the outdoor experiences the Pacific Northwest has to offer.
Job Titles:
- Senior Manager
- July 11, 2023
Large amounts of Lee's time are spent assisting clients with their Federal and State filing compliance, business consulting needs, as well as income tax audits, entity choice analysis, and tax credit advisory services.
Prior to joining the HKP team in August of 2022, Lee was a senior manager at a Pennsylvania based regional firm, where he served as the leader of the tax department and as a trusted advisor to the tax team and all firm clients. Lee has also worked for large regional firms in the Pittsburgh area as well as working in the Big Four.
In his time away from work, Lee enjoys spending time with his wife, two daughters and friends. He enjoys golfing, taking in local sporting events and live music whenever time permits. He also enjoys coaching his daughter's softball team throughout the year.
Lee, a Senior Manager on our Tax team, loves finding new ways to assist clients. He brings two decades of experience assisting clients with their business and personal needs.
Job Titles:
- Manager
- August 16, 2023
- Member of the American Institute of Certified Public Accountants
Luke is a manager in our Tax Department. He focuses on advising small to mid-sized businesses, with an emphasis on those that are closely held or family-owned, navigating the complexities of tax planning and compliance for the business and their owners. Luke has become a trusted advisor to his clients, providing them with tailored strategies to fit their business needs. Luke has a genuine interest in building strong relationships with his clients, the people he works with are highly valued and give meaning to his profession.
Luke spends his free time with his wife, family, and friends, paddleboarding in the summer and skiing in the winter. He is involved with his church and is up for playing just about any sport or game.
Job Titles:
- December 1, 2020
- Member of the Washington State Society of Certified Public Accountants
Marshall is a Supervisor in the tax specialty area at Hagen, Kurth, Perman & Co., P.S. Marshall has a wide variety of experience in accounting and tax services dealing with closely held companies, individuals, estates, trusts, and not-for-profit organizations. He enjoys working with business clients and individuals in all facets of accounting and tax planning to meet each client's unique objectives.
Marshall has been with Hagen, Kurth, Perman for over a year and certified as a CPA in 2017. He started his public accounting career at Hawthorne and Co. CPAs in Burien in 2015.
In his spare time, Marshall enjoys playing soccer, running and hiking.
Job Titles:
- Member of the Emeritus
- Owner at Hagen, Kurth, Perman & Company
- Retired
- Retired ) September 9, 2015
Mary Anne is an owner at Hagen, Kurth, Perman & Company. She is an expert on estate and succession planning and is a speaker and seminar leader on both topics. Her number one goal is to help her clients achieve a successful business, family and estate plan.
She has been with the firm for 16 years and has more than 25 years of CPA experience. She started her career with KPMG Peat Marwick and Benson McLaughlin. When she gets some free time she likes to read, travel and use her creative inspiration in craft projects.
Education
Washington State University, B.A. in Accounting
Golden Gate University Graduate School of Taxation
Mary Anne focuses the majority of her time on helping her clients with business succession strategies, trust and estate organization and income tax planning.
Job Titles:
- Member of the Emeritus
- Owner and President of Hagen
- Retired
Phil is an owner and President of Hagen, Kurth, Perman & Co., P.S. He brings a wealth of individual and business taxation experience to his clients and is skilled at delivering very effective tax planning solutions as well as focused consulting support. His number one goal in serving clients is to be a reliable resource for them as they deal with ever-increasing complexities.
Phil has been with Hagen, Kurth, Perman for more than 30 years. He started his career with KPMG (Peat Marwick), where he performed both audit and tax services. He has also worked in a volunteer senior accounting role with Mission Aviation Fellowship.
In his spare time, he likes to pretend that he is a professional photographer, gardener and musician.
Phil specializes in working with closely held, family-owned and managed businesses and in assisting family wealth transitions. He also has specialized expertise in serving commercial fishing, manufacturing and nonprofit organizations.
Job Titles:
- Education
- MST
- MST September 9, 2015
- Owner at Hagen
Sabin Pradhan is an owner at Hagen, Kurth, Perman & Co., P.S. He provides comprehensive tax planning and compliance services to a highly diverse mix of clients, including their federal, state, multi-state and international tax planning and compliance needs. Sabin is seen as a valuable resource for clients in meeting their business and financial goals.
Sabin has been with Hagen, Kurth, Perman for over 12 years. He started his career in San Francisco/Silicon Valley where he performed both tax and audit services.
Education
San Francisco State University, B.S. in Accounting
Golden Gate University, M.S. in Taxation
Sabin Pradhan CPA, MST
Sabin's work emphasis includes tax planning and business consulting services for closely held businesses and their business owners with a focus on technology and manufacturing industries, new business entity selection, and transaction planning. Sabin enjoys helping clients with federal and state tax incentives such as the research tax credits, international tax planning, and state and local tax planning.
Job Titles:
- August 15, 2019
- Construction
Shawn has over 20 years of experience in public accounting with an emphasis in assurance and accounting services. She provides accounting consultation services and oversees audits, reviews and compilations of financial statements for clients in a variety of industries. Her expertise is in closely-held businesses, employee benefit plan audits and strategic business planning. Shawn values building and maintaining long lasting client relationships.
Job Titles:
- July 11, 2023
- Member of the Washington State Society of Certified Public Accountants
Winnie is a skilled professional who has developed a wealth of expertise in working with closely-held businesses, individuals, estates, and trusts. With a strong background in accounting and tax services, Winnie has honed her skills to provide exceptional assistance to her clients, helping them navigate complex tax regulations and optimize their financial outcomes.
Winnie has been a part of Hagen, Kurth, Perman & Co. since September 2019. She began her public accounting career in Oakland, California in 2015 and became a certified CPA in 2018.
In her spare time, Winnie enjoys spending time with friends and family, baking, and traveling.
Job Titles:
- Manager in the Tax Specialty Area at Hagen
- Member of the American Institute of Certified Public Accountants
- MPAc
- MPAc August 15, 2019
Xinyue is a member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants.
Xinyue is a manager in the tax specialty area at Hagen, Kurth, Perman & Co., P.S. She is involved with tax returns for individuals, corporations, partnerships, trusts and estates, and consultation services for clients in a variety of industries, including technology, real estate and health care. She has expertise in business transitions and works with closely held businesses and their entrepreneurial owners.