Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)
Briana Chavez is a Senior Accountant at Realize CPA, LLP, previously known as Eichstaedt & Lervold, LLP, since April 2022, and has also served as an Associate Accountant at the same firm. Prior experience includes working as an Audit Associate at PwC from September 2021 to April 2022, an Escrow Assistant at Chicago Title from November 2020 to September 2021, and an Associate Banker at JPMorgan Chase & Co. from July 2018 to November 2020. Briana Chavez held internship positions at PwC, including Advance Assurance Intern and IFS Start Intern in summer 2019 and August 2020, respectively. Academic credentials include a Bachelor's degree in Accounting and Business/Management from San Jose State University, completed in 2020, and prior studies at the School of Business at Sonoma State University from 2016 to 2018.
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Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)
We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services. Our experienced team of partners, managers, specialists, and support staff are able to offer a boutique level of personalized client service. Our clients tend to be high net worth individuals and/or company principals located on the US West Coast. We have particular experience in serving individuals who have both personal (family) needs as well as business entity needs. We are here to help our clients realize their potential, realize their legacy, realize their business goals, and realize peace of mind. To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.