MEET THE TEAM

Shaan Afridi

Rare financial expert

Shaan Afridi is the rare financial expert who has both the practical skills to understand complex tax and accounting issues and the communication skills to simplify those issues for his clients. Shaan has dedicated his professional life to helping his clients navigate the most difficult problems in ways that protect their businesses and enable them to grow. With more than a decade of global experience, Shaan has helped clients of all sizes minimize their tax burdens and maximize their profits.
Utilizing advanced tax strategies that have previously been the domain of the world’s largest corporations, Shaan now helps Orange County businesses insulate themselves from excessive tax burdens. With a degree in accounting from San Jose State University and having practiced in both San Francisco and Los Angeles, Shaan understands the details of local and state tax statues. His absolute grasp of the nuances of tax structure enable him to protect your business from paying more than it legally has to.

Though hiring Shaan to review your taxes or your books before submitting them will create savings that pay for his services many times over, the biggest impact comes from planning ahead. Consulting with a financial professional on your business decisions will offer you the most significant advantages to your bottom line. It’s your money. Let Shaan help you keep more of it.

Sumair Samla, CPA

Head of Audit

Sumair Samla, CPA, is the Partner-in-Charge of Audit and a seasoned financial leader with a rare combination of Big Four assurance experience and high-level corporate finance expertise. Having served at Ernst & Young and PricewaterhouseCoopers, and later leading financial operations at Amazon, he brings clients both world-class technical rigor and practical, operational insight.
With over a decade of experience, Sumair has led and supervised complex global audits for companies with revenues up to $4 billion. His work reflects the precision, discipline, and professional standards of the Big Four, ensuring clients receive high-quality assurance and minimized risk exposure. His technical proficiency covers SEC reporting, SOX compliance, and advanced accounting areas including ASC 606 (revenue), ASC 718 (stock-based compensation), and ASC 842 (leases).
Before joining the firm, Sumair served as a Finance Manager at Amazon, where he built scalable financial systems and cut month-end close time in half. This corporate background gives him a deep understanding of growth-driven businesses and enables him to identify operational inefficiencies and control weaknesses traditional audits often miss.

A forward-thinking problem solver, Sumair has also contributed to technical accounting research on emerging technologies, including LLM asset acquisitions and considerations around Artificial General Intelligence. His ability to anticipate evolving standards ensures clients receive guidance built for the future.

As Partner-in-Charge of Audit, Sumair is committed to strengthening financial integrity, enhancing operational transparency, and supporting long-term, sustainable growth for every client he serves.